Events

THURSDAY, April 6th 6 p.m., PT / 8 p.m., CT

Having a well designed strategy to simplify the social security filing process can be key to a quality retirement. Please join our upcoming Securing Social Security webinar where you'll learn how common circumstances can impact your options when claiming Social Security benefits.

During our presentation, we will review strategies for complex situations including:

• When to consider claiming Social Security benefits. 
• How being married, divorced, or widowed can impact your benefits. 
• How to potentially give your Social Security a boost. 
• How benefits for one spouse can be affected depending on many factors, including when and how the other spouse files.

This webinar will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received. Click the button below to RSVP today.

THURSDAY, April 27th 6 p.m., PT / 8 p.m., CT

We know you want the best for your investment success, but we also know that life is unexpected. There are social, emotional, and even cognitive factors that can affect your financial decisions and stand in the way of meeting your goals.

Join us for a free one-hour in-person workshop to learn more about-

• Common Behavioral Biases
• How Biases Affect Our Decision-Making Ability
• The Impact of Biases on Investment Portfolios