Upcoming Seminars

Regardless of how close or far away retirement is, chances are you have questions and could use
someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. 

July 14, 2026

Medicare is a key part of planning your retirement journey. We’re here to help you understand the
basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is
a great first step in this process.

August 11, 2026 

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and
emotional milestones along the way — but you’re not in this alone. 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. 

September 9, 2026 

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could
use someone at your side to lead the way —especially in understanding how your decision can impact
your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you

September 30, 2026