|
|
Life, Legacy, and Longevity
If you’re approaching or in retirement, you’re probably considering challenges like generating retirement income, paying for long-term care and leaving a legacy for your family. This educational series is designed to provide insights and guidance that will better prepare you to navigate these important decisions. |
![]() Smart Strategies for Your Retirement Retiring on your terms involves more than accumulating assets — it requires careful planning for how those assets will sustain you over time. In this compelling presentation, you’ll learn about strategies for turning your savings into income, keeping pace with inflation, managing risk, and making informed decisions about taxes.
Tuesday, June 9, 2026 | 7 p.m. ET / 4 p.m. PT – Registration is now closed – this event has reached capacity. Thursday, June 11, 2026 | 7 p.m. ET / 4 p.m. PT – Register Now |
![]() Share Your Love A well prepared estate plan does more than distribute assets — it helps lighten the burden on your loved ones. This presentation introduces a comprehensive Family Discussion Guide that walks you through documenting key decisions, organizing important information, and preparing your family to act with clarity and confidence during a difficult time. Tuesday, June 16, 2026 | 7 p.m. ET / 4 p.m. PT – Register Now |
![]() Protecting What Matters Most The cost of long-term care can quickly erode a family’s hard-earned savings, causing both financial and emotional strain. This informative session provides steps you can take now to plan ahead, protect your assets, and help ensure your loved ones aren’t left to carry the burden alone. Thursday, June 25, 2026 | 7 p.m. ET / 4 p.m. PT – Register Now |