March 2021 Events
|The SECURE Act Revealed|
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) passed on December 20, 2019 and made sweeping changes to the retirement plan landscape. Learn about the changes and how they impact your retirement planning considerations.
|3/16/2021 11:00 CT Webinar|
|Strategies for Staying on Track|
No matter how much or how little money you can save for retirement, it’s important that you start now and stay invested for your future. You can learn how taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working.
|3/16/2021 2:00 CT Webinar|
|Social Security Basics|
Social Security will likely play a significant role in building your retirement income. Learn the basics about Social Security including eligibility, how to apply, how your benefit is calculated and strategies for claiming benefits.
|3/17/2021 11:00 CT Webinar|
|Retiring in the New Normal|
Know how important it is to save for retirement. This presentation brings all of the risks to light so you have a better understanding of what you may be facing and what you can do about it, especially in this new environment. Namely, shifting your strategy from just growing your money to protecting what you’ve saved as it grows. And for those still working, we’ll talk about protecting your income in retirement, by creating a personal pension to help cover essential expenses and next steps you can take to help protect your retirement future.
|3/17/2021 2:00 CT Webinar|
Paying for healthcare in retirement is a critical part of financial planning and it is important to understand how Medicare operates and what choices you have. This webinar will help you understand some aspects of Medicare including eligibility and what plans are available to you.
|3/18/2021 11:00 CT Webinar|
|Home Buying 101: A Financial primer for first-time home buyers|
Buying your first home is a big deal and comes with lots of new experiences – and expenses– along the way. Get expert insights on the key steps and considerations for your home buying journey, including the three phases: preparing to search, finding your home, and getting to closing.
|3/18/2021 2:00 CT Webinar|
|Social Security Strategies for Married Couples |
Married couples can take advantage of some strategies that may help to increase lifetime Social Security benefits. You can learn the basics about spousal benefits, understand the many variables involved in claiming strategies and how married couples can boost their benefits by coordinating the timing of their claims.
|3/23/21 11:00 ET Webinar|
|Estate Planning Basics|
Ensuring that our assets will pass to loved ones, and causes that are near and dear is important to most of us. Discover the components of a basic estate plan and strategies to ensure that your wishes are met.
|3/24/21 11:00 CT Webinar|