Seminar Series
Join us for our series of investment and retirement seminars. Events are complimentary and open to the public. Reservations are needed.
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