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Upcoming Seminars

Join us for a live seminar. Each year we present a seminar series discussing a variety of topics –from Retirement Readiness to Navigating Your Finances During Divorce to Assisting Your Aging Parents. Check out our upcoming educational seminars and reserve your spot today.

 

Retirement Savings to Retirement Income

May 9, 2018 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College

Most people know how to save for retirement, but are very confused about how to strategically turn that savings into income they can live on.  Join us to learn strategies about how to decide when and how to take income from your retirement savings, which accounts to spend from first, how to preserve what you have saved yet still attempt to see some growth, and how to avoid Sequence Of Return Risk.

 

Lifelong Learning - Maximizing Your SS

June 4, 2018 6:30p - 8:30p Central Standard Time

Western Iowa Tech Community College

Social Security is a very complex system. Did you know that If you were born before 1954, there are special options that you won’t want to miss out on? Join us to learn strategies on how to claim the maximum amount of income, the ideal time to start taking it, what you are entitled to if you are divorced or widowed, and how to get the most out of your benefits.

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