Educational Seminars

At the seminar, you will learn about:

• Strategies to feel good about preparing for retirement
• Strategies that can help rebuild your financial needs
• Strategies in challenging times
• Strategies to help achieve financial goals
• Strategies to help achieve your long-term financial goals
• Feeling good about your retirement strategies
• Feeling confident about your retirement savings strategies
• How you can get income that you won't outlive*
• Information about IRA's and tax deferral characteristics **
• Things to think about that may be more appropriate for your financial needs
• How our clients have kept their money safe from market declines
• Options that let you avoid taxes on IRA distributions**
• Products that keep your principal safe from market declines*

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation