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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 19, 2020

5:30p - 6:00p

Virtual Educational Program

Medicare: 30 Minutes on Medicare Basis

As you are nearing Medicare age of 65 there will be important enrollment decisions to be made. We will go through the basics so you know when your enrollment should occur.

September 21, 2020

11:30a - 12:30p

Virtual Medicare Learning Program

Medicare - September 21

If you are asking: • What does Medicare cover? • When do I have to enroll in Medicare? • How does Medicare work with the insurance I’ve already got? • What can I expect to pay for my healthcare down the line? In this presentation, you’ll learn: • What Medicare is, who is eligible for it, and how you get it. • Who needs to enroll in Medicare and when. • The two ways to have Medicare—and how to choose. • What Medicare costs, and how to mitigate those costs through private insurance. • How to start planning for future healthcare costs.

September 16, 2020

7:30a - 8:00a

Virtual School Visit

Employer Plan Eligible? For Starters - Sept. 16 (401(k), 403(b), 457, etc)

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!

August 24, 2020

4:00p - 4:45p

Virtual School Visit

Employer Plan Eligible? For Starters - August 24 (401(k), 403(b), 457, etc)

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!

August 20, 2020

11:30a - 12:00p

Virtual School Visit

Employer Plan Eligible? For Starters - August 20 (401(k), 403(b), 457, etc)

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!

August 6, 2020

11:30a - 12:15p

Virtual School Visit

Employer Plan Eligible? For Starters - August 6 (401(k), 403(b), 457, etc)

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!

August 4, 2020

5:30p - 6:30p

Virtual Learning Program

Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now. 

Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now. First 10 registrations (and attends) will receive free book on Cybercecurity: "Hack-Proof Your Life Now! The New Cybersecurity Rules: Protect your email, computers, and bank accounts from hacks, malware, and identity theft"

July 29, 2020

3:00p - 4:00p

Virtual School Visit

Employer Plan Eligible? For Starters - July 29 (401(k), 403(b), 457, etc)

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!

July 28, 2020

11:30a - 12:30p

Virtual CARES ACT Learning Program

CARES ACT - More than a stimulus check - July 28

CARES ACT - More than a stimulus check and PPP. We will cover information on Student Loans, Charitable Giving and break down the other ways you can be helped by the CARES ACT - if you ACT.  

July 21, 2020

9:00a - 10:00a

Virtual School Visit

Employer Plans: For Pre-Retirees - July 21 (403(b), 401(k), etc)

Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement. As you round that last corner of the relay, you can see the Retirement finish line. The last day of school and a new adventure awaits. When you are within sight of the finish line, it is time to review the retirement timeline to make sure the final strides take you to and through retirement.

July 14, 2020

3:00p - 4:00p

Virtual Social Security Learning Program

Social Security - July 14

PROBLEM: People are hurting their retirements by making terrible, costly decisions about Social Security. UNPACKING PROBLEM: People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they’ve heard repeated over the years. SOLUTION: Everyone needs a personalized Social Security claiming analysis to understand when to apply and how their monthly benefit will fit into their overall retirement income plan.

July 8, 2020

11:30a - 12:30p

Virtual Medicare Learning Program

Medicare - July 8

If you are asking: • What does Medicare cover? • When do I have to enroll in Medicare? • How does Medicare work with the insurance I’ve already got? • What can I expect to pay for my healthcare down the line? In this presentation, you’ll learn: • What Medicare is, who is eligible for it, and how you get it. • Who needs to enroll in Medicare and when. • The two ways to have Medicare—and how to choose. • What Medicare costs, and how to mitigate those costs through private insurance. • How to start planning for future healthcare costs.

July 7, 2020

5:30p - 6:30p

Virtual Learning Program

Seven Estate Planning Things You Must Do in Time of Coronavirus - July 7

Self-isolation and quarantines have given rise to unique problems and a new way of thinking. This is all the more important because if you are hospitalized due to COVID-19, you will be immediately isolated from any family, meaning you need advance planning and organization. Keep everyone in the loop and make sure your wishes are heard through the chaos. We are going to review tried and true principles as well as some new directives for estate planning in the age of coronavirus.

June 25, 2020

9:00a - 9:45a

Virtual School Visit

403(b), For Pre-Retirees - June 25

Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement.

June 10, 2020

3:30p - 4:15p

Virtual School Visit

403(b), Maintain Through the Middle - June 10

Education series for current 403(b) participants to review their retirement savings timeline.

June 10, 2020

11:30a - 12:00p

Virtual School Visit

403(b), For Starters - June 10

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.

June 4, 2020

12:00p - 12:30p

Virtual School Visit

403(b), For Pre-Retirees - June 4

Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement.

June 3, 2020

5:30p - 6:00p

Virtual School Visit

403(b), For Starters - June 3

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.

June 3, 2020

3:30p - 4:00p

Virtual School Visit

403(b), For Pre-Retirees - June 3

Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement.

June 3, 2020

11:30a - 12:00p

Virtual School Visit

403(b), Maintain Through the Middle - June 3

Education series for current 403(b) participants to review their retirement savings timeline.

June 1, 2020

11:30a - 12:00p

Virtual School Visit

403(b), For Starters - June 1

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.

May 29, 2020

8:00a - 8:30a

Virtual School Visit

403(b), Maintain Through the Middle - May 29

Education series for current 403(b) participants to review their retirement savings timeline.

May 27, 2020

8:00a - 8:30a

Virtual School Visit

403(b), For Starters - May 27

Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.

Event Registration


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