Save the Date:Understanding Medicare & Social Security
Thur. | September 21st @ 12pm | Zoom
Save the Date | Q4 Market Update
Mon. | October 23rd @12pm | Zoom
Save the Date | Estate Planning Webinar
Tues. | November 28th @12pm | Zoom
Goldman Sachs Q3 Market Update
Tues. | July 25th @ 12pm | Zoom
Retirement Planning Webinar
Wed. | June 14th @12pm | Zoom
Join us as our presenters share the most important aspects of proper retirement income planning. Topics to include:
- Understanding your income sources in retirement
- Navigating risks that can impact your assets pre-retirement & during retirement.
- How longevity and/or inflation can impact purchasing power
- The ideal approach during your income phase
J.P. Morgan | Q2 2023 Market Update
Wed. | May 3rd @12PM | Zoom
Join our guest speaker, Meera Pandit, Global Market Strategist, as she shares J.P. Morgan's outlook for both domestic and global economies.
PROTECTED LIFETIME INCOME | Balancing guaranteed & non-guaranteed income
Tues. | April 18th @12PM | Zoom
Join us as we discuss what to think of when planning to draw income in retirement and possible risk exposure an annuity can provide solutions for.
Topics of discussion:
- What challenges to be aware of
- What are you current guaranteed and non-guaranteed sources of retirement income.
- How income streams exposed to the market can create a gap between living expenses and income in retirement.
LONG TERM CARE | Retirement's Biggest Blind Spot
Wed. | March 8th @12PM | Zoom
Join us as we share the features and benefits of long term care planning such as:
- How it can preserve your assets
- How benefits work
- What triggers a long term care event
- Different types of LTC solutions
J.P. Morgan | 2023 Market Outlook
Wed. | Feb. 8th @12PM | Zoom
Join our guest speaker, Jordan Jackson, Global Market Strategist, as he shares J.P. Morgan's outlook for both domestic and global economies.
