Seminars & Workshops

Rollover Planning 

Presented by Travis Stanley from TruStage^TM
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. You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

• Four major options for retirement plan balances when changing jobs
  
• Pros and cons of each option
  
• How a rollover works
  
• And more!
  

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Women and Investing 

Presented by Travis Stanley from TruStage^TM
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Join this seminar for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor. Explore topics such as:

• Key investment principles every woman should know
  
• Important opportunities like asset allocation
  
• Understanding investor behavior
  
• Differences between financial products like mutual funds and annuities

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Social Security and Your Retirement 

Presented by Travis Stanley from TruStage^TM
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. Travis Stanley from TruStage™ Annuities 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
  
• Where Social Security fits into your retirement plans