Do you know where your assets will go when you die? If not, our Preparing Your Estate Plan presentation will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney will be present at this event. There is no charge […]
Retirement by Design illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies to help design the retirement you want. We'll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you […]
Focus on Fixed Income is an educational program geared to people who are interested in creating a reliable stream of income. Focus on Fixed Income covers bond characteristics and features, as well as key strategies to get the most out of your fixed-income investments. There is no charge for this workshop, but advance registration is […]
As you consider your long-term financial goals, how do stocks measure up? During our presentation, you'll learn the differences between common and preferred stock, the importance of dividends, ways to craft your stock strategy and different ways to own stock. There is no charge for this workshop, but advance registration is required.
Ready or Not? Preparing for the Unexpected outlines a proactive strategy to help protect your family's financial resources from life's unexpected turns. There is no charge for this workshop, but advance registration is required.
The Rules of the Road will provide participants with 10 principles for sound investing and also discusses how to identify and avoid the most common investment mistakes. There is no charge for this workshop, but advance registration is required.
Defining Your Legacy is an estate considerations workshop that explores the meaning of legacy and why it's important to think about what you want to pass on to future generations - your values as well as your valuables. You will hear from Catherine, Maria and Barbara, three women with very different circumstances and very different […]
