FREE ONLINE EDUCATIONAL EVENT
Smart Retirement Planning Workshop
Make sense of rollovers, annuities, and income planning with a straightforward overview of retirement concepts. It’s easy to put this off, but come learn a simple framework you can use to prepare with confidence.
Join us for an online workshop for 30 to 45 minutes on Zoom.
WHEN: Tuesday, 10/21/2025 at 7:00 PM EDT.
What You'll Learn:
How 401(k) Rollovers Generally Work
Key things to know about your 401(k) and rollovers, and how they generally work.
The Role Annuities Can Play
We review what annuities are, common types (fixed, indexed, variable), and when they may help in your retirement planning.
Building a Retirement Framework
We’ll explore timelines, risks, longevity and tax considerations to help you build your retirement framework.
Discover Ways to Reduce Decision Stress
We’ll discuss organizing accounts, comparing options and knowing when to seek professional advice.
Are You Prepared?
- Do you know what age you’ll be to have enough money to retire?
- Do you know where all your 401(k)s are?
- Are you confident you’ve optimized your retirement planning?
- Do you have a will or trust prepared for your family?
Register today for a 100% free education session on retirement planning with no sales pitch and no products.
WHEN: Tuesday, 10/21/2025 at 7:00 PM EDT.
Education-First Approach
Clear Definitions
We explain how things work in simple terms so you can make informed decisions about your retirement with confidence.
Outline Your Priorities
Outline goals, time horizon, and priorities. This way you can identify what to keep, change, or explore.
Optimize Your Retirement Strategy
Learn key retirement concepts and a simple framework so you can make informed decisions with confidence.
This is educational information only, and does not provide individualized product, company, investment, tax, or legal advice.