Events
Please join us for an upcoming webinar.
Upcoming Events
Healthcare Expenses in Retirement (Central)
June 6, 2023 2:00p - 3:00p 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.
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.
Savvy Tax Planning: Changes Through Retirement (PT)
June 7, 2023 2:00p - 3:00p Pacific 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 Good, the Bad and the Ugly: Annuities (Pacific & Hawaii)
June 8, 2023 6:00p - 7:00p 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. Please Note: This webinar starts at 6pm Pacific /3pm Hawaii, and will last about an hour.
Life After Work: Create a Good Life in Retirement (Central)
June 13, 2023 2:00p - 3:00p Central Standard Time
webinar
Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. Join us to learn 4 strategies that can help you protect and sustain your retirement income.
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 (MT/PT)
June 21, 2023 6:00p - 7:00p Mountain 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.
Seven Principles for a Successful Retirement
June 22, 2023 1:00p - 2:00p Mountain Standard Time
webinar
Are you on track for a comfortable retirement? Join our next webinar to explore the informed decisions you need to make, to create the plan you need for the retirement you want. Please note: this webinar starts at 12pm MST / 1pm MDT / 2pm CDT and will last about an hour.
Past Events
Savvy Tax Planning: Changes Through Retirement (MT/CT)
June 1, 2023 12:00p - 1:00p 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.
Transition to Medicare: A talk with a Medicare Guru
May 31, 2023 2:00p - 3:00p Central Standard Time
webinar
Future medical care costs play a significant part in planning for and sustaining your financial goals. Join us for an educational webinar with Giardini Medicare, and together we'll explore how to avoid the stress of figuring out Medicare. Learn your options, get educated, and avoid making costly mistakes. Let’s make it easy.
Turning Your Assets into Retirement Income (Eastern)
May 31, 2023 12:00p - 1:00p 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.