Events

The 3 Transitions to Retirement

We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. • 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.

Income For Life

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including: • What sources of retirement income will you rely on? • What retirement risks do you face now that you’re drawing on their savings? • Which income strategies should you consider? • How can you use annuities to guarantee income for life?

Understanding Medicare

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including: • Medicare basics and the differences between Parts A, B, C and D • Tips for choosing your coverage and enrolling in Medicare • How to consider health care costs when planning your retirement income

Social Security & Your Retirement

Rethinking Diversification

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including: • What is traditional portfolio diversification? • How has the investment landscape changed? • How can you achieve your goals with the least amount of risk? • How can new annuity options help you rethink diversification?

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 option ● How a rollover works ● And more

The Three Transitions to Retirement

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.

Register to learn about pursuing a steady stream of retirement income

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including: • What sources of retirement income will you rely on? • What retirement risks do you face now that you’re drawing on their savings? • Which income strategies should you consider? • How can you use annuities to guarantee income for life?

Understanding Medicare

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including: • Medicare basics and the differences between Parts A, B, C and D • Tips for choosing your coverage and enrolling in Medicare • How to consider health care costs when planning your retirement income

Social Security & Your Retirement