Events Calendar

Upcoming Seminars and Events

*Please note that all scheduled events may be subject to change.

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December 9, 2025 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. By attending our upcoming virtual seminar, 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 of these options.
  • How a rollover works, and more!
 
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December 2, 2025 at 6pm
Investment Diversification Virtual Seminar
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks. Find out new ways of managing your investment risk by attending our upcoming virtual seminar. You'll learn:
 
  • What traditional portfolio diversification is.
  • How the investment landscape changes.
  • How you can pursue your goals while mitigating risk.
  • How new annuity options help you rethink diversification.
 
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November 18, 2025 at 6pm
Transitions to Retirement Virtual Seminar
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. Join us and we'll answer your retirement questions and help you:
 
  • More confidently address the financial, lifestyle and emotional transitions to retirement.
  • Guard against risks and manage the inevitable ones.
  • Gauge when you’re ready for retirement.
 
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