Events

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’s age

· The importance of brain health

· How to age-proof your brain

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

• At Home
• Safe storage of documents
• How to screen phone calls
• Identify email scams
• Privacy settings on social media

• Children
• Kids can be targets of identity theft too
• The warning signs

• Parents and elderly
• Often targets of scams
• The warning signs

• What to do if you become a victim
• Acting fast by completing some important steps

• Away from Home
• Ways to be aware of your location and using public Wi-Fi
• Keeping track of personal items

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.