free virtual financial education workshops
Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.
Attend as many of the free virtual workshops as you like.
Understanding Medicare
October 19, 6:00 PM EDT
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
Space is limited so please make your reservations today!
Reserve Your Virtual Seat
Income for Life
November 1, 6:00 PM EDT
You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
- What s