Events
Upcoming Events
Social Security Invitation
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand: ● The rules for starting Social Security benefits ● How spouses coordinate their benefits ● Different things you can do to potentially increase your benefits ● Where Social Security fits into your retirement plans
Understanding Medicare
Travis Stanley from TruStage™ Annuities 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 Invitation
We’ll 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
Three Transitions to Retirement
Travis Stanley from TruStage™ Annuities 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
Rollover Planning
You’ll 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 ● And more
Women and Investing
We’ll explore: • Key investment principles every woman should know • Important opportunities like asset allocation • Understanding investor behavior • Differences between financial products like mutual funds and annuities
Past Events
December 12, 2024
Virtual Workshop
Women and Investing
We’ll explore: • Key investment principles every woman should know • Important opportunities like asset allocation • Understanding investor behavior • Differences between financial products like mutual funds and annuities