Events
Please join us for an upcoming webinar.
Upcoming Events
Understanding Social Security (CT) - Wednesday
December 13, 2023 2:00p - 3:00p Central Standard Time

webinar
Choices about Social Security affect your retirement, and we want to help you look at the big picture before making important decisions. Join our webinar to learn key facts about the Social Security program, including how benefits are calculated, choosing the right time to file, and the role it can play in supplementing your retirement income.
Turning Your Assets into Retirement Income (CT/MT)
December 13, 2023 6:00p - 7:00p Central Standard Time

webinar
You've worked to build up your retirement assets. Now with retirement in sight, it's time to shift the focus from saving for retirement to creating the future you envision. Join our next webinar to find out more.
Have questions about your retirement accounts? Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn strategies to coordinate your IRA planning with your overall retirement plans.
Understanding Social Security (CT) - Saturday
December 16, 2023 9:00a - 10:00a Central Standard Time

webinar
Choices about Social Security affect your retirement, and we want to help you look at the big picture before making important decisions. Join our webinar to learn key facts about the Social Security program, including how benefits are calculated, choosing the right time to file, and the role it can play in supplementing your retirement income.
Past Events
Have questions about your retirement accounts? Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn strategies to coordinate your IRA planning with your overall retirement plans.
Seven Things to Do Before You Retire (Pacific)
December 6, 2023 2:00p - 3:00p Pacific 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.
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.
Strategies to Help You Get More Out of Your IRA (Central)
December 5, 2023 2:00p - 3:00p Central Standard Time

webinar
Have questions about your retirement accounts? Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn strategies to coordinate your IRA planning with your overall retirement plans.
Interest Rate Outlook & Bear Market Triggers
November 30, 2023 4:00p - 5:00p Central Standard Time

webinar
Recession, Shocks, Valuations, and Policy...RSVP to our next webinar! Together we'll look at the odds of a global recession amid elevated inflation and continued central bank tightening. With special guest Timothy G. Uecker, CIMA, of PGIM.
Healthcare Expenses in Retirement (Mountain/Central)
November 30, 2023 12:00p - 1:00p Mountain 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 webinar to discuss Medicare and Long-Term Care.
Turning Your Assets into Retirement Income (Eastern)
November 29, 2023 2:00p - 3:00p Eastern Standard Time

webinar
You've worked to build up your retirement assets. Now with retirement in sight, it's time to shift the focus from saving for retirement to creating the future you envision. Join our next webinar to find out more.
More Retirement Income Strategies for Investors (Part 2)
November 28, 2023 12:00p - 1:00p Pacific Standard Time

webinar
Market uncertainty has many wondering how to convert their lifetime savings into lifetime income for retirement. Smart investors can use advanced strategies to help avoid what is often one of their biggest fears: running out of money in retirement. Join us to learn more about your choices in retirement, Social Security, and tax-smart withdrawals.
Social Security Planning (Pacific & Hawaii)
November 16, 2023 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. Join us for an informative webinar where you'll learn important rules and strategies for collecting your retirement benefits.
Savvy Tax Planning: Changes Through Retirement (MT/CT)
November 16, 2023 1:00p - 2:00p Mountain Standard Time

webinar
Tax planning in retirement can be unexpectedly difficult. In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Join our next webinar to learn how to create a retirement tax strategy.
The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Join us for an informative webinar where you'll learn important rules and strategies for collecting your retirement benefits.
Savvy Social Security Planning (Mountain/Pacific)
November 15, 2023 1:00p - 2:00p 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. Join us for an informative webinar where you'll learn important rules and strategies for collecting your retirement benefits.
Six Steps to Legacy Planning (Central)
November 14, 2023 6:00p - 7:00p Central Standard Time

webinar
Leave Your Mark for the Next Generation! You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? If you do nothing, your legacy will write itself, for better or worse. Don't let that happen...join our next webinar to learn more.
Roth IRA Conversions (Central) Saturday Session
November 11, 2023 9:00a - 10:00a Central Standard Time

webinar
A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.
A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.
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.