Medicare
January 21, 2025 at 6pm
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence.
In this session we will answer your Medicare questions and help you understand:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Income For Life
February 11, 2025 at 6pm
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
In this session we will explore:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
The 3 Transitions to Retirement
February 25, 2025 at 6pm
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.
In this session we will answer your retirement questions and help you:
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
Understanding Your Rollover Options
March 4, 2025 at 6pm
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
In this session you will get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
Women and Investing
March 18, 2025 at 6pm
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
In this session you will learn the answers to questions, including:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
