Complimentary Financial Webinars.

Are you one of the many Americans who receive a sizable tax refund each year but aren’t quite sure how to make the best use of it? If you find yourself wondering where last year’s refund went and want to make different choices this time around, this webinar is for you!

Join us to dive into a variety of strategies for making your tax refund work harder for you. Whether you’re looking to build up your savings, pay off debt, or invest in your future, you’ll leave with actionable tips and ideas to help you make decisions that benefit you both now and in the long run. Join us to learn about:

• The role behavioral economics plays in how you handle your refund

• How to prioritize these dollars to strengthen your financial foundation

• Strategies for prioritizing based on your financial goals

Reserve your virtual seat.

Are you one of many people who have created a spending plan in the past and had trouble sticking to it? If so, you are not alone! In this webinar, we will be guiding you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.

Reserve your virtual seat.

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. Join us and learn how to:

• More confidently address the financial, lifestyle and emotional transitions to retirement

• Guard against risks and manage the inevitable ones

• Gauge when you’re ready for retirement

• and, much more!

 There’s no denying the facts: Women tend to live longer. As a woman, how do 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. Take control of your financial future by learning how to become a successful lifelong investor. Join us and learn about:

• Key investment principles every woman should know

• Important opportunities like asset allocation

• Understanding investor behavior

• Differences between financial products like mutual funds and annuities

Reserve your virtual seat.

* Please see important disclosures below.

CMGA-4751168.2-0823-0925