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
A Roadmap to Early Retirement
Heather Jordan  – July 24, 2024
Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]
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Upcoming Webinar: Integrating College Savings into Your Financial Plan
Emerj360  – July 23, 2024
Choosing the right investment vehicles can help you save for college education. Join this webinar to hear from Heather Jordan, CFP®, MBA and Jennifer Gander, CFP®, CPA as they share insightful information to help save for a college education. Here is a preview of questions we will cover: Whether you’re on the path to saving […]
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What Are Non-Discretionary vs. Discretionary Expenses?
Brett Sebion, Financial Coach  – July 05, 2024
What’s a non-discretionary budget item? Your cable bill? A gym membership? Your mortgage? One of the biggest mistakes you can make when you draw up a budget is failing to separate the things you need from the things you want. Setting priorities is the first step in coming up with a spending plan. Recognizing which expenses are essential […]
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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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