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Workshop Information

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!