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Retirement Seminars

Social Security Strategies

Get answers to critical questions about your social security benefits, retirement income, and financial planning issues. Learn:

  • What factors play a role in Social Security decisions
  • What are the common mistakes many retirees make
  • How to determine your Social Security break-even point
  • When to take Social Security benefits
  • How best to integrate Social Security benefits into a sound financial plan
  • How to coordinate regular and spousal Social Security
  • What the Social Security Benefits Calculator doesn’t tell you and more…

Join us for the Social Security Virtual Seminar on:

  • Wednesday, July 14th, 7:00 pm - 8:00 pm
  • Tuesday, July 27th,11:00 am - 11:00 am

Click here to register!


*Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus before deciding to invest. There is no assurance provided that the financial concepts and strategies discussed will provide investment success. Investments are subject to market fluctuation, risk, and potential loss of prinicipal. Actual results depend on many factors as discussed in the course. Past performance is no guarantee of future success.

Financial Strategies for Successful Retirement

Develop money management skills that can last a lifetime

Whether you are nearing retirement, already retired, or accumulating money for retirement, you can benefit from a wealth of real-world information and financial strategies. The course material is relevant to anyone – regardless of income, occupation, or age. Financial Strategies for Successful Retirement has been conducted in colleges and universities throughout the United States since the 1990s and continues to be one of the most comprehensive financial courses available to adults.

Be Informed and Financially Knowledgeable

The Financial Strategies for Successful Retirement course focuses on concepts and strategies to help you spend your retirement comfortably and in control of your finances. Topics range from managing cash flow and taxes, to reducing the risk of losing money in a market downturn, to protecting your assets from high health-care costs, to estate/planning, to generating income in retirement. You will gain confidence in your financial decision-making ability and be better prepared to face the challenges and enjoy the rewards of retirement. Fortunately, there are sound ways to help stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

Join us from the comfort of your own home for an informational seminar covering retirement income strategies on:

  • Tuesday, May 4th 2021, 7:00 pm -8:00 pm
  • Wednesday, May 12th 2021, 10:00 am - 11:00 am
  • Saturday, May 15th 2021, 10:30 am - 11:30 am. 

Click Here to Register