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Financial Wellness Webinars

July 24: Teaching Kids About Money

Teaching Kids About Money

Wednesday, July 24 2:00 pm – 3:00 pm Eastern

From hosting a lemonade stand to preparing for college, it is never too early – or too late! – to start teaching kids about money. Join us for practical tips on how to start setting your child up for a financially healthy future at any age. Join us and learn about:

  • Financial life lessons to share with children

  • Tips to set your child up for a financially healthy future

  • Ways to incorporate money lessons into daily life

Reserve your virtual seat

July 30: Optimizing Your Credit Score for Financial Health

Optimizing Your Credit Score for Financial Health

Tuesday, July 30 noon – 1:00 pm Eastern

If you’re interested in better understanding credit reports, credit scores, and how they work together, don’t miss this webinar!

We’ll cover:

• The importance of great credit

• The factors impacting credit scores

• Ways to start or rebuild your credit history

• Tips to maintain or improve your credit score

• Disputing credit report errors

• Common credit myths

Reserve your virtual seat

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Wealth Management Webinars

July 17: Social Security & Your Retirement

Social Security & Your Retirement

Wednesday, July 17 6:00 pm – 7:00 pm Eastern

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. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you:

  • 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

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4769383.2-0623-0625

July 24: Understanding Medicare

Understanding Medicare

Wednesday, July 24 6:00 pm – 7:00 pm Eastern

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

  • Medicare basics and the differences between Parts A, B, C and D

  • Tips for choosing your coverage and enrolling in Medicare

  • How to consider health care costs when planning your retirement income

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4768487.1-0622-0724

August 7: Income for Life

Income for Life

Wednesday, August 7 6:00 pm – 7:00 pm Eastern

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • What sources of retirement income will you rely on?

  • What retirement risks do you face now that you’re drawing on their savings?

  • Which income strategies should you consider?

  • How can you use annuities to guarantee income for life?

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4751390.1-0522-0624

 

August 20: The Three Transitions to Retirement

The Three Transactions to Retirement

Tuesday, August 20 6:00 pm – 7:00 pm Eastern

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.

  • 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

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4751587.2-0923-1025