Events

The cost of care in retirement: Understanding Long Term Care

With Americans living longer than ever, most of us will need some extra help with everyday activities as we age. The benefits of long-term care insurance go beyond what your health insurance may cover by reimbursing you for services needed to help you maintain your lifestyle if age, injury, illness, or a cognitive impairment makes it challenging for you to take care of yourself.

Preparing for Retirement with TRS / SERS in Washington

If you are a public employee in Washington, and are within 5 years of retirement, this a webinar you won't want to miss this!!

Oregon PERS Retirement Webinar & Essentials for Retirement Planning

Please join us for a PERS retirement webinar. If you are a public employee, and are within 5 years of retirement, this a webinar you won't want to miss!!

From 2025 wins to 2026 opportunities: Insights from Russell Investments

We are excited to invite you to a special presentation featuring Mark Eibel. Director of Client Investment Strategies at Russell Investments. This is your opportunity to gain valuable insights into 2025 market performance and hear expert perspectives on what lies ahead in 2026.

8000 Days

You’ve worked hard, saved diligently, and now retirement is on the horizon. But here’s the big question: what will you do with the next 8,000 days of your life?

Discover the Four Key Trusts That Can Shape Your Legacy

Estate planning isn't just about documents, its about protecting your family, preserving your wealth, and ensuring your wishes are honored. In this session, we'll explore four powerful trust strategies.

MEDICARE: KNOWING THE RIGHT CHOICE

Take a deeper dive into steps that you need to take to include health care costs in your overall retirement plan and explore the options available to you, including Medicare and Long-Term Care.

Social Security 101: Making the right choice

The choice of when to take your Social Security benefits is an important decision and involves a number of issues you may want to consider in retirement planning. Even though Social Security has been around since the 1930's, there is still quite a bit about the program that many people misunderstand. That is why this presentation will be primarily focused on how we can optimize our Social Security benefits and get the most out of the system.

The Cost of Care in Retirement: Understanding Long Term Care

With Americans living longer than ever, most of us will need some extra help with everyday activities as we age. The benefits of long-term care insurance go beyond what your health insurance may cover by reimbursing you for services needed to help you maintain your lifestyle if age, injury, illness, or a cognitive impairment makes it challenging for you to take care of yourself.

PERS Retirement Webinar & Essentials for Retirement Planning

Please join us for a PERS retirement webinar done on Zoom! If you are a public employee, and are within 5 years of retirement, this a webinar you won't want to miss!! During this workshop we will cover: • Tier I/II/OPSRP eligibility for retirement • The IAP account and its distribution options during retirement • Tier I/II pension calculation and beneficiary options • Time-frames: when to retire, submit an application and receive your first benefit check • Legislative changes due to SB 1049 and HB 2296 - how they affect you • How to read an ACTUAL retirement estimate and why when you decide to retire mattersoom We will also cover talking points on how Social Security and your own personal savings will fit into your retirement goals. This will be our only PERS educational webinar offered before June of this year, so register early. If you know someone who can benefit from the information, feel free to forward this email on to them.

Guide to the Markets with JP Morgan Asset Management

After an interesting start to 2024, many of us are wondering what the investment markets have in store for the remainder of 2024. To help you formulate your strategies, please join us for an important discussion on our outlook for 2024.

CyberSecurity: Safeguard Your Wealth & Family

Practical tips to keep yourself and your family secure online. Register now and take control of your digital safety!

The Cost of Care in Retirement: Understanding Long Term Care

With Americans living longer than ever, most of us will need some extra help with everyday activities as we age. The benefits of long-term care insurance go beyond what your health insurance may cover by reimbursing you for services needed to help you maintain your lifestyle if age, injury, illness, or a cognitive impairment makes it challenging for you to take care of yourself.

Social Security: Seven Keys to Enhancing Benefits

The ART of Creating a Retirement Income Plan

Oregon PERS Retirement Webinar & Essentials for Retirement Planning

2023 Market Review with Fidelity Investments

As we leave 2023 behind, many of us are wondering what the investment markets have in store for 2024, especially after a strong finish to the year.  To help you formulate your strategies, please join me for an important discussion on our outlook for 2024.

Third Quarter Market Update with Russell Investments

Understanding Medicare: The ins & outs of Medicare coverage

Making sense of all the Medicare enrollment periods, rules, and plan options can be overwhelming. Understanding Medicare prior to your enrollment is crucial to finding the right plan and avoiding lifelong penalties. By doing your research ahead of time, you will enjoy the benefits of being in the right plan for you, penalty-free, throughout retirement.

Second Quarter Market Update with Fidelity Investments

In this focused and engaging call, we will examine the important financial factors at play, including economic developments, world events, and other market influences. You will come away with insights and ideas to help you plan for the next 6-12 months.

Understanding & Optimizing Social Security Benefits

Retire on Purpose: Living the life you want

Savvy Social Security for Women

Savvy Social Security Planning for Women - What Woman Need to Know to Help Maximize Their Retirement Income

Guide to the Markets with JP Morgan Asset Management

Protecting Your Surviving Spouse's Income

During this seminar we will cover: - How a surviving spouse assumes a disproportionate amount of financial risk - The impact of Social Security benefits, Medicare, and taxes on a retirement strategy - Spousal protection strategies that can be used to help reduce this risk

Oregon PERS Retirement Seminar & Essentials for Retirement Planning

Navigating the Complexities of Investment Taxes

Learn What Smart Investors Are Doing to Lower Their Tax Burden Joint us for this educational event where we will discuss important issues such as: - Why you tax rate might be the most overlooked aspect of your investments. - How to review your personal tax returns to identify unnecessary tax burdens. - What potential tax changes may be implemented in the future. - How to leverage Tax-Managed Investing into your portfolio. - What are the Pros and Cons of Municipal Bonds for tax-sensitive investors. - What are the benefits of Taxable Trusts. - What steps you can take now to lower your tax burden on your investments

Shredding Event

Bring your old bank statements, investment statements and other old sensitive documents to be securely shredded onsite by Shred-It and enjoy coffee and donuts.

A Fresh Perspective on the Markets in 2023

Market Update - Investment Themes

Michael Pak, Regional Director, from Fidelity will be giving us some insight on what has caused the volatility in the market and what to expect going forward.

Investing in Real Estate

Real estate is a good way to diversify your nest egg. Have you ever thought about investing in real estate but don't have the capital to buy property especially in this market? On Tuesday June 7th at 4:30 pm Matthew DiFerinando from BlueRock will be discussing one way to invest into real estate without needing thousands of dollars.

Simple Safeguards - How to stay safe from cyber crime and identity theft

In today's digital world keeping your personal information safe is becoming harder and harder. The Federal Trade Commission (FTC) estimates that as many as 9 million Americans have had their identities stolen each year. Jeff Lanza, a former FBI special agent, will give us some tips on how to help protect your identity and personal information.

Washington TRS & SERS Pension

Please join us as we discuss the Washington State Teacher Retirement System (TRS) and the School Employees Retirement System (SERS). Even if you have several years until you are eligible to retire, it’s important to understand how your pension works and what you can expect so you can plan for your future.

Market Update Seminar

Wondering what the market will do this year? Bill Welch, RVP, Equitable Distributors, LLC and Andy Kotkiewicz, Vice President Goldman Sachs will give their outlooks on what we might be able to expect.

Aging with Confidence & Maintaining a Quality Lifestyle During Retirement

MassMutual will present a virtual seminar about healthcare in our world today. A lack of a cohesive plan to mitigate an extended care event can impact the emotional and physical well-being of your family and affect your retirement income plan. Come learn more about safeguarding against this risk.

The Biden Tax Proposal

Joe Biden's proposed tax platform could lead to major changes to existing federal tax rules applicable to may individuals and businesses.  There could be sweeping changes aimed at many federal tax categories.  These changes may impact Social Security tax, individual income tax, business and investment tax, capital gain tax, and federal and gift tax exemptions. Please join us for an informative seminar outlining these proposed changes and how they may impact your situation.

Retire with Resiliency

Retirement planning for women.

State of Your Estate

We will be exploring 4 important estate planning tops: 1) Avoiding costly planning errors 2) Naming beneficiaries correctly 3) Controlling Asset Distribution 4) Organizing and Planning

Play on Purpose

Please join us for our upcoming webinar "Play on Purpose." We will be exploring the healthy living equation for putting the power of play into your retirement.

Retire on Purpose

Please join us for our upcoming webinar "Retire on Purpose." We will be looking beyond financial planning to explore how to create the life you want and find your purpose in retirement.

Everyday Apps For Extraordinary Times

These days most of us never leave the house without our phones.  Unlike the phones of decades past that only made calls, these days our phones help us to do just about everything. Join us for a complimentary seminar about leveraging technology to navigate our new normal.  We will be discussing apps you can use on your phone to do anything from staying in touch with friends and family during COVID-19 to protecting your personal information.

6 Steps to Legacy Planning for the Generations

Most people spend quite a bit of time thinking about and planning for retirement.  Unfortunately, very few take the time to plan for what comes after retirement.  What kind of legacy do you want to leave behind? This informative presentation will give you some actionable items on how to start the estate planning process including: * Your legacy will write itself, for better or worse, if you do nothing.  Why having a will and/or trust is paramount. * Generational planning is a meaningful, even fun, process that is not driven by documents. * Follow a six-step legacy planning process to start leaving your mark for the next generation.

Health Care Costs in Retirement Webinar