We are holding three online educational sessions in October! Topics will cover Social Security benefits, rollover planning, and financial planning.

October 6th: 6:00 pm – 6:45 pm

Social Security benefits is one of the most commonly asked questions when considering retirement. And for good reason – determining when to begin taking Social Security benefits could be one of the biggest financial decisions you face.

We will take a look at the rules for starting, coordinating, and potentially increasing your benefits.

October 13th: 12 pm – 12:45 pm

Have you recently changed jobs or retired and have money left in a 401(k) plan? Decisions on where that money goes can have a lasting impact on your retirement plan. Make sure you know the rules and options to make sure your existing retirement savings keeps working for you!

October 20th: 6:00 pm – 6:45 pm

Are you feeling financially secure – maybe you have a good job with a good income?  Maybe you have even started saving or investing outside your 401(k) plan. All steps in the right direction – but do you have a clear plan?

A well-documented financial plan can help protect you, especially in these challenging times of high inflation and market volatility.

Have any questions? Call us at 1-83-Emerj360 or send us an email at info@emerj360.com.

Visit our resources library for insights and tips at your convenience.

Written By  Brett Sebion, Investment Relationship Manager
Keeping Your Financial Accounts Cyber-Secure
Luke Raymer  – September 21, 2022
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t have to feel helpless against the threat of hackers. These steps can help limit your […]
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In-Person Education Session September 13th in La Crosse
Heather Jordan  – September 08, 2022
You’ve worked hard and saved hard for this moment – retirement.  Actually transitioning from saving to spending can be difficult, especially considering the current market volatility, rising inflation, and a potential recession looming.  In this session, we will discuss retirement income planning and solutions that will help prepare you for what’s to come. Light appetizers […]
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Why You Need an Evolving Financial Plan
Brett Sebion, Investment Relationship Manager  – September 06, 2022
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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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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