Seminar Series
Join us for our series of investment and retirement seminars. Events are complimentary and open to the public. Reservations are needed.
Live: Rollover Planning
October 22, 2024 at 5:30pm
Kohler Credit Union
Tom Binversie will help provide a clear understanding of the options available to you when you leave an employer and have an employer-based retirement savings plan account balance, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a rollover works
Medicare
October 29, 2024 at 6pm
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence.
In this session, Mike Mason from TruStage™ Annuities will answer your Medicare questions and help you understand:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Income For Life
November 5, 2024 at 6pm
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
In this session, Mike Mason dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
We’ll explore topics like:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
Live: Social Security
November 6, 2024 at 5:30pm
Kohler Credit Union
Tom Binversie will walk through specifics about Social Security and help you understand:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
The Three Transitions to Retirement
November 12, 2024 at 6pm
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.
In this session Mike Mason will answer your retirement questions and help you:
- More confidently address the financial, lifestyle, and emotional transitions to retirement.
- Guard against risks and manage the inevitable ones.
- Gauge when you’re ready for retirement.
Rollover Planning
December 2, 2024 at 6pm
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
In this session you will learn the answers to questions, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And More
Women and Investing
December 17, 2024 at 6pm
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
In this session you will learn the answers to questions, including:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
