Retirement & Insurance Planning in Your 50's and 60's
2025-11-13 13:00 - 14:00, 2025-11-13 18:00 - 19:00 (America/New_York) | ZOOM
This session will cover how to prepare for a confident transition into retirement. This webinar will include how to manage cash flow, attempt to mitigate retirement strategy risk, and strategies for investing and preserving assets during retirement.
We offer this webinar in three sessions: 8 a.m. and 1 p.m. ET. Please choose the session time that works best with your schedule.

Creating Generational Wealth
2025-12-02 08:00 - 09:00, 2025-12-02 13:00 - 14:00, 2025-12-02 18:00 - 19:00
This session will cover essential strategies, including budgeting, understanding debt, investing, and legacy planning, to help you build wealth and take control of your financial well-being. We offer this webinar in three sessions: 8 a.m. and 1 p.m. ET. Please choose the session time that works best with your schedule.

First Steps to Financial Freedom
2026-01-22 08:00 - 09:00, 2026-01-22 13:00 - 14:00, 2026-01-22 18:00 - 19:00
This session will cover the basics of budgeting, banking, and credit, as well as emergency savings, investing, and retirement planning. These topics will also be covered:

Strategies to create your financial plan
Saving to build wealth
Understanding credit and minimizing debt

We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.

Healthcare in Retirement
2026-03-10 08:00 - 09:00, 2026-03-10 13:00 - 14:00, 2026-03-10 18:00 - 19:00
This seminar will discuss what Medicare covers, out-of-pocket medical expenses, and long-term care insurance. This seminar will also cover these topics:

Understanding healthcare costs in retirement
Strategies to cover healthcare costs
The ABCs of Medicare

We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.

Your Social Security Benefits
2026-03-24 08:00 - 09:00, 2026-03-24 13:00 - 14:00, 2026-03-24 18:00 - 19:00
This seminar provides an in-depth explanation of Social Security’s retirement, disability, and death benefits. This webinar will cover these topics as well:

The basics of Social Security and how to enroll
Retirement income needs
Strategies to maximize your Social Security income

We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.

Roadmap to Retirement
2026-06-23 08:00 - 09:00, 2026-06-23 13:00 - 14:00, 2026-06-23 18:00 - 19:00
This webinar will discuss longevity risks, healthcare & long-term costs, and the pros and cons of rollover IRAs. This session outlines your journey on the Roadmap to Retirement and discusses actions that you should consider at particular ages to ensure you get the most out of your retirement. We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.

Advanced Estate Planning Strategies
2026-07-21 08:00 - 09:00, 2026-07-21 13:00 - 14:00, 2026-07-21 18:00 - 19:00
This webinar will focus on steps to successful estate planning, protecting your assets, creating tax efficiencies, and more. This session covers the five-step estate planning process, different types of trusts, and the portability of the spouses’ exemption. We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.

Advanced Asset Distribution Strategies
2026-09-16 08:00 - 09:00, 2026-09-16 13:00 - 14:00, 2026-09-16 18:00 - 19:00
This webinar will discuss how to build a wealth distribution strategy, create a paycheck in retirement, invest based on your time horizon, and more. Attend this session to learn more about the distribution of assets and tax sensitivity, strategic deferred compensation, and how the assets you’ve accumulated can potentially ensure an income stream in retirement.

We offer this webinar in three sessions: 8:00 a.m., 1:00 p.m., and 6:00 p.m. ET. Please choose the session time that works best with your schedule.
