Workshop Information

Our Workshops are conducted by experienced financial advisors who have vast knowledge about the intricacies of company pensions, savings plans, 401(k)s, thrift plans and benefits.  The sessions are complimentary and help better understand  your Retirement Benefits. They are held on a variety of topics that answer questions such as:

  • When is the best time to retire for my situation? 
  • What do I consider when choosing how to receive my pension? 
  • How will changes in interest rates affect my pension benefit? 
  • Is my 401(k) invested appropriately for my risk level and time frame? 
  • How do I receive penalty-free income from my assets before 59 1/2?

Check dates, times and register for upcoming workshops under the "workshop schedule" tab or call our office at (866) 897-8234 to reserve your seat today!