Our Workshops are conducted by financial advisors who have knowledge about company pensions, savings plans, 401(k)s, thrift plans and 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 "Events" tab or call our office at (866) 897-8234 to reserve your seat!