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Upcoming Seminars

Get to Know the Social Security Rules for Retirement

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. Join us for our webinar on Social Security and Retirement with Lee Superville from TruStage™ Annuities who will walk through specifics about Social Security and help you understand:

●    The rules for starting Social Security benefits
●    How spouses coordinate their benefits
●    Different things you can do to potentially increase your benefits
●    Where Social Security fits into your retirement plans

Date: Thursday, July 18, 2024
Time: 12:00 p.m. PST
Location: Zoom (online)

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The Road to Retirement

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. If you only have a hit-or-miss plan for generating retirement income, you may not enjoy the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Join us for this valuable educational seminar on this important topic where you’ll learn the answers to your retirement income questions, including:

●    How do I get the most from my pension and Social Security?
●    How should I invest to generate income during my retirement?
●    How can I make sure that I can meet my health care needs?
●    What sources of income should I draw upon and when?

Date: Tuesday, July 23, 2024
Time: 12:00 p.m. PST
Location: Zoom (online)

Register

 

 

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