News & Events
Find out what's happening at Telcoe. Read our newsletters, find out about free webinars and view our videos of financial literacy topics.
Financial News to Help You
We love sharing information that can help our Members. Newsletters, Blog, Youtube videos, and Social Media posts are full of information to improve your financial health. Let's talk, contact us today.
Upcoming Free Virtual Webinars
To register click on the title below and enter your email address to receive your webinar
access. Need assistance? Call 501-375-5321
Rollover
Planning - Zoom Webinar-Register HERE(Opens in a new
Window)
March 12th, 2024 at 7:00PM Central
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works and more
Women &
Investing - Zoom Webinar-Register HERE(Opens in a new
Window)
March 25th, 2024 at 7:00PM Central
• Key investment principles every woman should know
• Important opportunities like asset allocation
• Understanding investor behavior
• Differences between financial products like mutual funds and annuities
Income For
Life- Zoom Webinar-Register HERE(Opens in a new
Window)
April 9th, 2024 at 7:00PM Central
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
Join us for this exclusive seminar as leading financial professional Mike Wells, CFP®, CLU® dives deep into ways to build wealth and income for life.
• Sources of retirement income you can rely on
• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life
Social
Security & Retirement - Zoom Webinar-Register Here(Opens in a new
Window)
May 7th, 2024 at 7:00PM Central
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Wells, CLU®, CFP® from TruStage™ will walk through specifics about Social Security and help you understand:
• The rules for starting Social Security benefits
• How spouses coordinate their benefits
• Different things you can do to potentially increase your benefits
The Three
Transitions to Retirement - Zoom Webinar-Register Here(Opens in a new
Window)
May 21st, 2024 at 7:00PM Central
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
You can attend this seminar at no cost and no obligation.
• How to confidently address the financial, lifestyle and emotional transitions to retirement
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement
Understanding Rollover Planning - Webinar-Register HERE(Opens in a new Window)
June 4th,
2024 at 7:00PM Central
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works and more
Understanding Medicare Better - Webinar-Register HERE(Opens in a new Window)
June 18th,
2024 at 7:00PM Central
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
You can attend this seminar at no cost and no obligation.
• Key differences between Medicare parts A, B, C and D
• Tips for choosing your coverage & how to enroll
• How to plan your retirement income with healthcare costs in mind
Space is limited, so I urge you to make your reservations today. Give us a call at 501-375-5321 or contact us by email with any questions about the virtual workshops.
Additional Webinars Are Also Available From Greenpath Financial Wellness. See below:
Telcoe Smart Finances Blog
Learn more about all things financial. Read our latest blog post.
Watch Previous Webinars Below or visit our YOUTUBE channel
Understanding your credit score
• Presented by our partner-Greenpath Financial Wellness