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
Why You Need an Evolving Financial Plan
Brett Sebion, Financial Coach  – June 05, 2024
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations […]
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Pay Yourself First
Heather Jordan  – May 31, 2024
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. But, do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of “paying yourself first” – in other words, making your first payment of each month a deposit into your […]
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Building Wealth the Time-Tested Way
Heather Jordan  – May 24, 2024
While it can be pleasant to dream of sudden wealth, it’s not a realistic way to approach retirement planning. If you want to increase your chances of enjoying a financially secure retirement, use a time-tested method — save and invest through a tax-favored retirement plan. It will require patience, but it is doable. Here are […]
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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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