WEBINAR: Long-Term Care Awareness

Join us on Wednesday, November 29th at 12:00 pm EST

As a financial professional, one of the most important parts of my job is to protect clients against large losses, especially those that can tear a family apart. Read more

WEBINAR: How Much Income Will I Need In Retirement?

Join us on Tuesday, October 24th at 12:00 pm EST

Have you determined how much income you will need in retirement to pay your expenses, while still allowing you to do the things that you have always hoped for in your retirement years? Read more

WEBINAR: Are You Prepared for Five Long-Term Challenges Investors Now Face?

Join us on Thursday, September 21st at 11:00 am EST

Join us for an informative webinar where we will address five challenges currently facing investors. What has worked well over the last three decades my no longer be enough. Read more

WEBINAR: Decisions About Long-Term Care Planning

Join us on Tuesday, July 11th at 12:00 pm EST

Imagine having an expense that could wipe out all of your savings, and there was a 70% chance that this could happen to you or your spouse. Well this is not imaginary; It’s the cold, hard facts! This can be completely destructive to a family’s assets if you do not have a strategy in place. Futhermore, the consequences of a health impairment can be very hard on a family.  Read more

WEBINAR: Thrift Savings Plan – Considerations in Retirement

Join us on Tuesday, June 20th at 12:00 pm EST

The Thrift Savings Plan (TSP) is a great retirement savings method for Federal Employees. The low expenses, diverse investment options, 5% employer match, and Roth option, make it a great vehicle for accumulating your nest egg. As an employee, your savings and investment options are pretty straightforward. Once in retirement, withdrawal options can be much more complicated. This course explores the options available, along with factors to consider before making these important withdrawal decisions. If you are preparing for retirement this course is a must.

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