Seminars

Take the first step toward reaching your financial goals. Whether in person or online, we’re here to give you the information to help you make decisions for your financial future.

UPCOMING EVENTS:

We are always adding new events to our calendar! Check back with us later for more information. In the meantime, we invite you to join any of our below webinars.

Learn on the go Webinars

We understand you are busy and finding time to attend an in-person event can be challenging so we’ve introduced a line of daily webinars to give you the information you need from anywhere, anytime.

Are You Prepared For a Potential Tax Storm?

What 3 steps should you be taking right now? Learn how to use this year's taxes to prepare for next year's potential tax storm with this free tax planning webinar.

DROP or Not?

Life is full of tough choices. How do you make the appropriate one for your circumstances? Are you approaching the time to decide about whether to enroll in DROP? Then this webinar is for you.

You’re In DROP, But Now What?

So you’ve entered DROP, but now what? Learn more about what to expect while you’re in DROP and what happens when it’s time to leave DROP.

Managing Your FRS Investment Plan

In this webinar, we cover vesting periods, your risk tolerance level, how to utilize third‐party money management, and “retiring" from the investment plan.

Pension Planning

The FRS offers four difference pension options at retirement, but how do you decide which is appropriate for you? This webinar covers these options & leveraging your benefits during your retirement planning.

Women & Money

It’s no secret women face several challenges when it comes to attaining financial security, but there are some actions that you can take today to help you gain control over your finances. This webinar will cover those items.

De‐Risk Your Retirement

Find out strategies for your retirement! This webinar will take you through three of the most common risks to your retirement and how you can potentially avoid running into them.

6 Common Financial Mistakes

We invite you to join our webinar that will focus on six common financial mistakes you may be making and the steps you can take today to help you feel confident about your retirement income strategy.

Medicare Planning

What are the basics of Medicare? What might be appropriate for you when it comes to Medicare Supplements or Advantage Plans? What could your prescription drug coverage be? We’ll cover all this in more in this webinar.

Join us for our Live Events

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

We also have live events throughout the year focused on helping our clients and community build for a better future. We are constantly updating our list of live seminars and invite you to check back often for the latest events.

Rather meet One-on-one?

We want to help you feel confident in your retirement future, so we’d love to meet with you and discuss your specific financial needs.

Or give us a call at 888.501.3063