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!
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(201) 808-1038
August 26, 2026 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. By attending this session, you'll learn how to:
- 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.
697533
August 5, 2026 at 6pm
Understanding Medicare Virtual Seminar
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. We'll help you understand:
- Key differences between Medicare parts A, B, C and D.
- Tips for choosing your coverage.
- How to enroll in Medicare.
- How to plan your retirement income with healthcare costs in mind.
848506
