Attend an Event
Our events focus on common financial concerns that individuals and families face in retirement, like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Choose from a variety of options to learn more and to discuss your specific concerns.
Upcoming Seminars:
Upcoming Webinars:
Annuities as an Asset Class
Times change — are stocks and bonds still enough? With inflation rising and lower rates, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:
- Why annuities may or may not be a good fit for you
- How fixed index annuities actually work
- How fixed index annuities balance risk
Can You Retire If Offered a Buyout?
Should you accept a buyout offer? This guide offers six questions you should ask yourself before making the decision to accept or reject your company's offer. You'll discover:
- How to determine if you're really ready to retire
- Strategies to ensure you have health care coverage if you're not yet eligible for Medicare
- The potential tax consequences of a buyout"
Rather meet One-on-One?
By Zoom, by phone or in person
Please fill out this form to request a meeting:
