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Events

Please join us for an upcoming webinar.  

 

Upcoming Events

Tax Matters: Tax Management Strategies (Central)

December 7, 2021 12:00p - 1:00p Central Standard Time

webinar

More money in your paycheck means more money to spend, save, or invest. But careful planning is needed: join us for a presentation that maps out effective tax management strategies and helpful information to learn what you need to consider right now.

Register

Tax Matters: Tax Management Strategies (Pacific)

December 8, 2021 2:00p - 3:00p Pacific Standard Time

webinar

More money in your paycheck means more money to spend, save, or invest. But careful planning is needed: join us for a presentation that maps out effective tax management strategies and helpful information to learn what you need to consider right now.

Register

Savvy Social Security Planning (Eastern)

December 8, 2021 7:00p - 8:00p 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

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

December 9, 2021 2:00p - 3:00p 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.

Register

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

December 9, 2021 12:00p - 1:00p Hawaiian 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

Roth IRA Conversions (Central)

December 15, 2021 2:00p - 3:00p 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.

Register

Social Security Planning (Central / Mountain)

December 15, 2021 6:00p - 7:00p Central 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

Past Events

Social Security Planning (Mountain and Pacific Time)

December 2, 2021 11:00a - 12:00p 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.

Social Security Planning (Eastern Time)

December 1, 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.

Retirement Heaven or Hell (CT)

November 30, 2021 6:00p - 7:00p Central Standard Time

webinar

You've dreamed of retirement for decades, even worked hard to save for it. But what will your life look like when you stop working?   Join us as we host best-selling author, Mike Drak, as he outlines nine key principles to empower you to choose and plan for a happy, healthy, fulfilling retirement.

Event Registration




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