Past events

Taking Control of your workplace retirement benefits

  • Brian Austria, CFP®, APMA®, Financial Advisor - Daniel T. Austria & Associates
  • Brian Austria, CFP®, APMA®

Learn how to maximize your workplace retirement benefits in your overall retirement plan. During this complimentary seminar you’ll learn:

  • Why retirement planning matters
  • Investment strategies to consider
  • About your workplace retirement benefits and how they can help you reach your retirement goals
  • Simple steps you can take to control your situation
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Navigating your job transition

  • Brian Austria, CFP®, APMA®, Financial Advisor - Daniel T. Austria & Associates
  • Brian Austria, CFP®, APMA®

Being out of work can be very challenging, both financially and emotionally. Today's session will cover some important things to consider as you navigate through this transition period, including:

  • How to meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

COVID-19 Legislation: What it means for individuals

  • Brian Austria, CFP®, APMA®, Financial Advisor - Daniel T. Austria & Associates
  • Brian Austria, CFP®, APMA®

Learn about important key considerations from the CARES Act. During this complimentary session you'll learn about some key legislation from the CARES Act aimed at helping individuals and families financially weather the COVID-19 pandemic, including:

  • Extended paid leave
  • Recovery rebates and unemployment insurance
  • Retirement plan access and RMD waivers
  • Student loan relief
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.