Events
EDUCATIONAL WEBINARS TO GET YOU RETIREMENT READY
"EDUCATION IS THE KINDLING OF A FLAME, NOT THE FILLING OF A VESSEL." - Socrates
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 18, 2025
7:00p - 8:00p
This is an online presentation. Join us from the comfort of your home, view on your computer or phone!
FREE WEBINAR: Prepare Your Finances for 2025: Top IRA & 401(k) Mistakes Live Webinar
Worried About Your Retirement? Help Protect Your Savings from IRA/401(k) Mistakes! Understanding common IRA and 401(k) mistakes is key to securing your retirement. What You’ll Learn: 💡 Contribution Limits and Strategies: Ensure you’re maximizing savings without overstepping the rules. 💡 Avoiding Early Withdrawal Penalties: Learn how to help protect your retirement income from costly mistakes. 💡 Required Minimum Distributions (RMDs): Understand ways to manage them effectively and avoid penalties. Plus Exclusive Insights: ✅ Explore rollover options to help preserve your savings during job transitions. ✅ Understand how to avoid hidden fees that could erode your retirement funds. ✅ Learn ways to create a diversified portfolio within your IRA/401(k). Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.
March 11, 2025
7:00p - 8:00p
This is an online presentation. Join us from the comfort of your home, view on your computer or phone!
FREE WEBINAR - Roth IRA Benefits And Tax Efficiency
If IRAs are the most important investment vehicle and source of income for most retirees, why do only one third of U.S. households own one? In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool. Note: this is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about your personal retirement account and will be shocking to learn for many. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.