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Learn More About Financial Fitness

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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 

To register click on the name of the upcoming workshop. 

 

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:

 

 

 money icon Telcoe Smart Finances Blog

 

Learn more about all things financial. Read our latest blog post.

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Watch Previous Webinars Below or              visit our YOUTUBE channel

 

 Understanding your credit score

• Presented by our partner-Greenpath Financial Wellness

 

 

 

 

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