Events

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