Upcoming Seminars and Events
*Please note that all scheduled events may be subject to change.
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(201) 808-1038
July 15, 2026 at 6pm
Social Security & Your Retirement Virtual Seminar
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. We'll help you understand:
- The rules for starting Social Security benefits.
- How spouses coordinate their benefits.
- Different things you can do to potentially increase your benefits.
- Where Social Security fits into your retirement plans.
851667
June 24, 2026 at 6pm
Rollover Planning Virtual Seminar
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings. We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs.
- Pros and cons of each option.
- How a rollover works.
697101
