Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Upcoming Seminars
- December Virtual Seminars
|
Rollover Planning
December 2, 2024 | 6:00 PM CST
Register Here
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
|
|
Women and Investing
December 17, 2024 | 6:00 PM CST
Register Here
There’s no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved and invested enough for your retirement?
Join us for a candid conversation on the importance of building your own financial future through investing. Discover how to become a successful lifelong investor and take control of your financial future by learning:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
|