Educational Workshops

If you’re in or nearing retirement, chances are you have lots of questions:

Am I worried about outlasting my money? At what age should I start? How long will my money last? And, of course, where should I put my money once I start receiving distributions?

These questions have never been more important than they are now. The fact is, there’s a big difference between having a retirement plan and having a plan for retirement.

Be prepared for your retirement. Join us for a complimentary workshop where you can learn:

• Three important questions you should ask yourself
• Four common risks to consider
• How and when to consider rolling over your 401(k) to an IRA

Each 60-minute workshop is complimentary and includes dinner. There’s no obligation and no high-pressure sales tactics. Our goal is to share essential information with you and show you how to create a retirement plan that makes sense and fits your needs.