In honor of October being National Financial Planning month, we are bringing you a three-part webinar series to help set you up for success in reaching your financial goals.

Retirement Readiness

Even if you’ve been saving for retirement for years, there are several factors to consider near retirement to ensure you’re prepared to live comfortably in your golden years. Have you thought of these factors?

  • Social Security Benefits: When does it makes sense for you to begin collecting?
  • Medicare: Do you know your options?
  • Budgeting: How will you balance your spending and saving?

Savings Tips and Tricks

October 24th: 12:00 – 1:00 pm

77% of Americans are anxious about their financial situation. But, following a few tips and creating a financial plan can help boost your confidence and your savings strategy.

  • Create a budget
  • Pay yourself first
  • Strategize a way to pay off debt

Social Security Benefits 101

October 26th: 6:00 – 7:00 pm

Do you have questions about Social Security? You’re not alone. This webinar will cover common misconceptions about Social Security Benefits and answer common questions, such as the following:

  • Am I eligible?
  • How much will I receive?
  • When should I start claiming benefits?
Written By  Emerj360
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When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place that are designed to support your […]
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Everything we do boils down to this: by doing what is best for you, we do what’s best for our company. Helping you build financial security and plan for retirement so you can look forward enjoying life.
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