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April 2017
Rejuvenate Your Retirement Spring Session 2 Part 2
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Premier Learning Center: Pension Planning
As you near retirement, deciding what to do with your pension is an important decision. -Did you receive a lump sum offer, and should you take it? -What pension options make sense for your unique situation? Join Matt Westberry for this educational workshop on Pension Planning. Register online or call Molly at (319) 363-3811 Register
Find out more »May 2017
Premier Learning Center: Using Social Media (Facebook & Twitter)
Social media is a great tool you can use to communicate and keep in touch with friends & family. Join us at this educational workshop to learn the ins and outs of Facebook and Twitter. Register online or call Molly at (319) 363-3811 Register
Find out more »June 2017
Premier Learning Center: Income Withdrawal Strategies
Creating income in retirement is an important piece of retirement planning. -Which withdrawal strategy is best for you? -How will your strategy be impacted by inflation and taxes? Join Matt Westberry for this educational workshop on income withdrawal strategies. Register online or call Molly at (319) 363-3811 Register
Find out more »July 2017
Premier Learning Center: Insurance Basics
Join Matt Westberry for this educational workshop on insurance. Learn what you should know before buying Life & Long Term Care Insurance. Register online or call Molly at (319) 363-3811 Register
Find out more »Rejuvenate Your Retirement Summer Session 1 Part 1
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Rejuvenate Your Retirement Summer Session 2 Part 1
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Rejuvenate Your Retirement Summer Session 1 Part 2
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »Rejuvenate Your Retirement Summer Session 2 Part 2
Call (800) 383-6590 to Register Join us for a two-day educational course designed to address the concerns of retirees or those nearing retirement. Now that you are retired (or nearing retirement) your financial decisions are more important than ever. With so many ways to locate financial information, you must choose the method that is right for you. Rejuvenate Your Retirement blends life planning activities with time-tested financial strategies…
Find out more »August 2017
Premier Learning Center: Using Social Media (Instagram & Snapchat)
Social media is a great tool you can use to communicate and keep in touch with friends & family. Join us at this educational workshop to learn the ins and outs of Instagram & Snapchat. Register online or call Molly at (319) 363-3811 Register
Find out more »