Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

The Return of Conservative Investing will answer the following:

• How can conservative investments help you face today’s economic risks?
• What are the differences between CDs and annuities?
• What are the different types of annuities?
• How do you decide which conservative investment is right for you?

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

• The important rules of the road for receiving Social Security.
• How can conservative investments help you face today’s economic risks?
• What sources of income should you draw from and when?
• How to use annuities to guarantee income for life.
• How does behavioral finance affect investment decision-making?
  

Space is limited—make your reservation today for these virtual seminars!

Tuesday, August 16	6 p.m.	Rethinking Diversification
Tuesday, August 23	6 p.m.	Social Security and Your Retirement
Tuesday, August 30	5:30 p.m.	Understanding Medicare
Thursday, September 8	6 p.m.	The Return of Conservative Investing
Thursday, September 15	6 p.m.	Income for Life
Monday, September 26	6 p.m.	The 3 Transitions to Retirement

Contact a Financial Advisor today!

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Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.