Announcing Webinar Wednesday’s! Join us for
free financial webinars every month on the first and third Wednesday at 12 noon Eastern.
Each webinar will feature a new topic. To register for September financial webinars,
click here.
Wednesday, September 6th at 12:00 PM ESTTOPIC: To Retire, or Not to Retire – That is the Question!Join us and our special guest speaker, David Shotwell, CFP, as we will talk through some key questions that will need to be answered as you weigh your options about when to retire. Even if your date is set, you won't want to miss out, as we discuss drawing from Social Security, taking distributions from retirement accounts, earning income during retirement, and more.
Wednesday, September 20th at 12:00 PM ESTTOPIC: Financial Wellness during RetirementYou’ve worked hard all your life, and now your time is your own. Join us as we feature Matt Bowden, CFP, as he discusses ways to enjoy retirement, as well as how to talk with your family about your expectations and finances. We’ll also discuss schemes and scams that target seniors and strategies to protect yourself.
Be sure to check out all future Webinar Wednesdays! The first and third Wednesday of each month, we present a different topic at 12 noon Eastern.