Upcoming Seminars and Events
*Please note that all scheduled events may be subject to change.
Sign up for seminar alert text messages and register on your mobile phone for future seminars here!
Note: You must check the Text Message Signup box when registering in order to receive text messages. Standard text messaging and data rates may apply. If you do not receive an automated confirmation message after enrolling, please text "Yes" to
(201) 808-1038
October 8, 2025 at 6pm
Transitions to Retirement with a bonus segment on Estate Planning Virtual Seminar
How confident do you feel about retirement and estate planning, and are you ready? Feel a little more confident with our upcoming seminar. 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 and in your estate planning journey.
Travis Stanley and Marshall Heitzman from TruStage™ Annuities will answer your retirement and estate planning 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.
- Discuss the basics of estate planning, and help you get started by providing you with an exclusive checklist.
697533-1 and 622155
October 6, 2025 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. By attending our virtual seminar, you'll learn:
- 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.
398114-2
September 23, 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. 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.
406079-8
