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Upcoming Events

Seven Things You Need to Do Before You Retire (CT)

September 21, 2021 2:00p - 3:00p Central Standard Time

webinar

Are you as prepared for retirement as you'd like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can profoundly impact your retirement plan. Join us to learn more about your options.

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Estate Matters: Principles of Preserving Wealth (PT)

September 22, 2021 6:00p - 7:00p Pacific Standard Time

webinar

Join us for an educational webinar on Estate Management. We’ll discuss fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime, preserving assets you’ve spent a lifetime building

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Savvy Social Security (MT / PT)

September 23, 2021 2:00p - 3:00p US Mountain Standard Time

webinar

The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. We invite you to join us for an informative presentation where you will learn important rules and strategies for collecting your retirement benefits.

Register

A Deep Dive Into Social Security (Pacific)

September 23, 2021 6:00p - 7:00p Pacific Standard Time

webinar

Social security is a complex topic. How deep do you want to dive? Join our webinar to wade into the waters of Social Security and discover key facts about the program, including what benefits are available and how they're calculated, to help you decide the right time to file.

Register

A Deep Dive Into Social Security (Hawaii)

September 23, 2021 3:00p - 4:00p Hawaiian Standard Time

webinar

Social security is a complex topic. How deep do you want to dive? Join our webinar to wade into the waters of Social Security and discover key facts about the program, including what benefits are available and how they're calculated, to help you decide the right time to file.

Register

The Good, the Bad and the Ugly: Annuities (Mountain)

September 28, 2021 9:30a - 10:30a US Mountain Standard Time

webinar

Annuities: what are they and who would want one? We've all heard certain misconceptions associated with annuity products. Join us for an objective view of the pros and cons, the different types that are available, some negative stereotypes associated with these products, and what questions to ask during a review if you have an existing annuity.

Register

Social Security Planning (Eastern)

September 29, 2021 2:00p - 3:00p Eastern Standard Time

webinar

The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. We invite you to join us for an informative presentation where you will learn important rules and strategies for collecting your retirement benefits.

Register

6 Retirement Account Options Every Retiree Must Know

September 29, 2021 6:00p - 7:00p Central Standard Time

webinar

How do you know what to do with your retirement money after you’ve left your job? What type of retirement account is best for you, and how does your IRA fit into your overall plan? Join our next webinar to discuss these questions and more, and learn 6 different options for your retirement plan funds.

Register

The Good, the Bad and the Ugly: Annuities (Pacific)

September 30, 2021 9:30a - 10:30a Pacific Standard Time

webinar

Annuities: what are they and who would want one? We've all heard certain misconceptions associated with annuity products. Join us for an objective view of the pros and cons, the different types that are available, some negative stereotypes associated with these products, and what questions to ask during a review if you have an existing annuity.

Register

Healthcare Expenses in Retirement (CT)

October 5, 2021 7:00p - 8:00p Central Standard Time

webinar

In planning your retirement, it's important to include health care expenses in your overall financial plan. Join us for an informative presentation to discuss Medicare and Long-Term Care.

Register

Savvy Social Security (Pacific)

October 6, 2021 2:00p - 3:00p Pacific Standard Time

webinar

The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. We invite you to join us for an informative presentation where you will learn important rules and strategies for collecting your retirement benefits.

Register

Savvy Social Security (Eastern)

October 7, 2021 12:00p - 1:00p Eastern Standard Time

webinar

The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. We invite you to join us for an informative presentation where you will learn important rules and strategies for collecting your retirement benefits.

Register

Preparing for the Rising Costs of Care (Pacific)

October 7, 2021 2:00p - 3:00p Pacific Standard Time

webinar

Preparing for long-term care expenses now can help you focus on the things you love in retirement. To get answers to your long-term care questions, we invite you to a webinar where we’ll discuss what it means to need care, what it can cost, and how those costs could impact plans you’ve made.

Register

Preparing for the Rising Costs of Care (Hawaii)

October 7, 2021 11:00a - 12:00p Hawaiian Standard Time

webinar

Preparing for long-term care expenses now can help you focus on the things you love in retirement. To get answers to your long-term care questions, we invite you to a webinar where we'll discuss what it means to need care, what it can cost, and how those costs could impact plans you've made.

Register

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