Outsmart the Scammers
Incidents of fraud are on the rise and scammers’ tactics are becoming more complex. In this workshop we will discuss how to spot certain red flags that may indicate a fraudulent encounter.
Standing Guard
Protect what you’ve worked for. Whether approaching retirement or having recently retired, your focus may begin to shift from building your financial foundation to protecting the resources you’ve created. In this workshop, we will discuss active ways to address key risks you may encounter and strategies to prepare for the unexpected.
Five Money Questions For Women
Women face unique financial circumstances. A strong financial strategy is vital. In this workshop, we will explore five critical money questions for women.
Retirement
Retired recently or planning to retire soon? This presentation discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. How do we address key concerns like inflation, health care expenses, and market volatility, as well as the unexpected?
Social Security
It is important to understand your options with Social Security and the impact your decisions have on your retirement. Discussions include when you should start taking Social Security and the tax considerations of doing so.
Time Matters
Perspectives on financial concerns facing women getting ready to retire or who have recently retired. We will discuss income strategies including perspectives around Social Security withdrawal and reliance rates and also how to prepare for the unexpected, including market and inflation risks and the rising cost of healthcare and long-term care.
Rules of the Road
Move toward your financial goals with the Rules of the Road to Investing. Learn the fundamental concepts of investing and potential strategies to help you build wealth.
Demystifying Investing
Saving for college? Thinking about retirement? Both? Explore the tools and strategies that are available to assist you and your family in working toward your financial goals and help you feel more comfortable with the investing process.
Focusing on Fixed Income
Explore the features of fixed-income investments and how quality bonds can serve as the foundation of a well-balanced portfolio. Learn the basics of bonds, the advantages of laddering, and how fixed income may make sense as part of your income strategy.