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Events

Upcoming Events

May 4, 2021

6:00p - 7:00p

Virtual

Register

Social Security and Your Retirement

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including: • What are the rules for starting your Social Security benefits? • How do spouses coordinate their benefits? • Are there different routes to take that could potentially increase your benefits? • How do you decide where Social Security fits within your retirement plans?

May 5, 2021

1:15p - 2:45p

Virtual

Register

7 Deadly Estate Planning Mistakes

Trust topics to be covered: • Special needs and incapacity planning • Scary heirs • If your IRA is NOT in a trust • If you are not sure whether you should put your home in trust or follow the Florida Homestead Law • Reasons you may need to consider a appointing a corporate trustee

May 18, 2021

6:00p - 7:00p

Virtual

Register

How to Weather a Bear Market

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including: • What is a bear market? • How does behavioral finance affect decision-making? • How do overreaction and bad decisions compromise long-term financial goals? • How do I weather a bear market?

June 1, 2021

6:00p - 7:00p

Virtual

Register

The Return of Conservative Investing

In this session you will learn the answers to questions, including: • How can conservative investments help you face today’s economic risks? • What are the differences between CDs and annuities? • What are the different types of annuities? • How do you decide which conservative investment is right for you?

June 2, 2021

1:15p - 2:45p

Virtual

Register

7 Deadly Estate Planning Mistakes

Trust topics to be covered: • Special needs and incapacity planning • Scary heirs • If your IRA is NOT in a trust • If you are not sure whether you should put your home in trust or follow the Florida Homestead Law • Reasons you may need to consider a appointing a corporate trustee

June 15, 2021

6:00p - 7:00p

Virtual

Register

Women and Investing

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:  Key investment principles every woman should know  Important opportunities like asset allocation  Understanding investor behavior  Differences between financial products like mutual funds and annuities

June 29, 2021

6:00p - 7:00p

Virtual

Register

Social Security and Your Retirement

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including: • What are the rules for starting your Social Security benefits? • How do spouses coordinate their benefits? • Are there different routes to take that could potentially increase your benefits? • How do you decide where Social Security fits within your retirement plans?

Past Events

April 22, 2021

5:30p - 6:30p

Virtual

Florida Retirement System (FRS) D.R.0.P.

You are invited to join our Retirement Advisor, Josh Davis, for a presentation to learn how the Florida Retirement System (FRS) can work for you.

April 21, 2021

1:15p - 2:45p

Virtual

7 Deadly Estate Planning Mistakes

Trust topics to be covered: • Special needs and incapacity planning • Scary heirs • If your IRA is NOT in a trust • If you are not sure whether you should put your home in trust or follow the Florida Homestead Law • Reasons you may need to consider a appointing a corporate trustee

April 20, 2021

6:00p - 7:00p

Virtual

Three Transitions to Retirement

During this session, you’ll learn:  How to confidently address the financial, lifestyle and emotional transitions to retirement  How to guard against risks and manage those that are inevitable  Whether you are ready for retirement

April 20, 2021

6:00p - 7:00p

Virtual

Investment Basics

You are invited to join our Retirement Advisor, Madelon Johnson, CRPC, for a discussion about navigating the ins and outs of investing for your future.

April 6, 2021

6:30p - 7:30p

Virtual

Income for Life

Join us for a virtual session that can help you set your financial direction and answer more of your questions: • 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?

March 23, 2021

6:00p - 7:00p

Virtual

Women and Investing

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:  Key investment principles every woman should know  Important opportunities like asset allocation  Understanding investor behavior  Differences between financial products like mutual funds and annuities

March 9, 2021

6:00p - 7:00p

Virtual

The Return of Conservative Investing

In this session you will learn the answers to questions, including: • How can conservative investments help you face today’s economic risks? • What are the differences between CDs and annuities? • What are the different types of annuities? • How do you decide which conservative investment is right for you?

February 23, 2021

6:00p - 7:00p

Virtual

How to Weather a Bear Market

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including: • What is a bear market? • How does behavioral finance affect decision-making? • How do overreaction and bad decisions compromise long-term financial goals? • How do I weather a bear market?

February 9, 2021

6:00p - 7:00p

Webinar

Social Security and Your Retirement

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including: • What are the rules for starting your Social Security benefits? • How do spouses coordinate their benefits? • Are there different routes to take that could potentially increase your benefits? • How do you decide where Social Security fits within your retirement plans?

January 26, 2021

6:00p - 7:00p

Webinar

Find out if you’re really ready to retire.

During this session, you’ll learn: 1. How to confidently address the financial, lifestyle and emotional transitions to retirement 2. How to guard against risks and manage those that are inevitable 3. Whether you are ready for retirement

January 12, 2021

6:00p - 7:00p

Webinar

Social Security and Your Retirement

Join us for a virtual session that can help you set your financial direction and answer more of your questions: • 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?

Event Registration