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Classes

Income for Life - Virtual Seminar

Wednesday, February 09, 2022; 6:00pm - 7:00pm

Income for Life: Guaranteeing retirement income to last a lifetime

Find out:

• What sources of retirement income will you rely on?

• What retirement risks do you face now that you're drawing on their savings?

• Which income strategies should you consider?

• How can you use annuities to guarantee income for life?

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Classes

Women & Investing - Virtual Seminar

Tuesday, February 22, 2022; 6:30pm - 7:30pm

This virtual seminar will focus on taking control of your future through investing.

You’ll also learn about:

• Key investment principles every woman should know

• Important opportunities like asset allocation

• Understanding investor behavior

• Differences between financial products like mutual funds and annuities

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Classes

Rollover Planning - Virtual Seminar

Tuesday, March 08, 2022; 6:00pm - 7:00pm

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

In this session you will learn the answers to questions, including:

· Pros and Cons of leaving your money in the company plan

· Possible taxes or penalties we may face when moving money

· Options for moving it to your new company plan

· Rolling it over to a personal IRA

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Classes

The Three Transitions to Retirement - Virtual Seminar

Tuesday, March 22, 2022; 6:00pm - 7:00pm

During this session, you’ll learn:

- How to confidently address the financial, lifestyle, and emotional transitions to retirement

- How to guard against risks and manage those that are inevitable

- Whether you are ready for retirement


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Scholarships | News

We Are Proud to Announce our $50,000 Premier Scholarship Winner

Congratulations to Amber McComb of St. James!

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