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September 2016
Passport To Retirement: Session 2 Night 2
Call (800) 383-6590 to Register Join Jeff Johnston for a two-night educational course to help guide you on your journey to retirement. The course curriculum illustrates how time-tested financial principles can be applied to a variety of financial situations. In addition to receiving the latest facts & figures on retirement planning, you will also benefit from visual aids and handouts that are clear, concise, and…
Find out more »October 2016
Save More Tomorrow
79% of millennials haven't started saving for retirement. It's time to start building good saving habits. Attend our Save More Tomorrow workshop to start on the path to financial success. Register Now
Find out more »March 2017
Premier Learning Center: Social Security Planning
As you near retirement, planning for Social Security is important. -When should you draw Social Security? -Are there ways to maximize your benefits? Join Matt Westberry for this educational workshop on Social Security Planning. Register online or call Molly at (319) 363-3811 Register
Find out more »Rejuvenate Your Retirement Spring Session 1 Part 1
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Rejuvenate Your Retirement Spring Session 1 Part 2
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Webinar: How to Help Secure Your Financial Future without having $1,000,000 in the Bank
Join Casey Mushrush for this Live Educational Webinar. He will be discussing 3 Financial Planning Secrets to help create the future lifestyle you desire. Space is limited so register today!
Find out more »Rejuvenate Your Retirement Spring Session 2 Part 1
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »April 2017
Rejuvenate Your Retirement Spring Session 2 Part 2
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Premier Learning Center: Pension Planning
As you near retirement, deciding what to do with your pension is an important decision. -Did you receive a lump sum offer, and should you take it? -What pension options make sense for your unique situation? Join Matt Westberry for this educational workshop on Pension Planning. Register online or call Molly at (319) 363-3811 Register
Find out more »May 2017
Premier Learning Center: Using Social Media (Facebook & Twitter)
Social media is a great tool you can use to communicate and keep in touch with friends & family. Join us at this educational workshop to learn the ins and outs of Facebook and Twitter. Register online or call Molly at (319) 363-3811 Register
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