Jan 18, 2022 |
Join Edward Jones Financial Advisor, Seth Thompson, for an educational Q&A session centered around retirement planning. In these sessions, he will share his knowledge of financial planning and advising experience to help you plan for your financial future. Whether you are just beginning to plan for your future or retirement is near, all are welcome and encouraged to attend. Topics to be discussed, among others, will include: pensions, 401(k)s, Social Security, healthcare costs, savings and withdrawal rates, etc. One ( 1 ) session, Thursday morning or evening. Class size limited to fifty ( 50...
Nov 4, 2021 |
Want to know more about your Carnegie Pension Plan? Attend this Q & A session to hear about the timelines on paperwork, retiree medical information, pension annuity options and Medicare questions. Please have your spouse attend if you would like! Sessions have no set end time. NOTE: a class for Steelworkers Pension Trust participants will be held in January 2022 One ( 1 ) session, Thursday. Class size limited to fifty ( 50...
Aug 30, 2021 |
Protecting & Growing Your Assets For A Worry Free Retirement Learn how to avoid the three biggest retirement dangers. Any of these three can ruin retirement and a lifetime of work. We will discuss strategies to make retirement less stressful and more rewarding. If you plan to retire in the next five years, you should attend this workshop. In an hour you will learn the secrets that you will love to know. Take charge of your retirement; do not leave it to chance. You and your family deserves the best possible retirement. One ( 1 ) session, Wednesday evening. Class size limited to eight ( 8...
Aug 29, 2021 |
Standing Guard: Protect What You’ve Worked For Learn how to make your money last. Discuss the impact of longevity, withdrawal rates, inflation, and rising health care costs. Spouses are encouraged to attend. Two ( 2 ) sessions, Thursday evenings. Class size limited to eight ( 8...
Aug 29, 2021 |
This class is cancelled due to low enrollment. The Financial Lessons that 2020 Taught Us Discuss what markets reminded us and money lessons learned in 2020. Learn about fundamental, essential rules for saving and growing your money successfully. Spouses are encouraged to attend. One sessions, Thursday evening. Class size limited to eight ( 8...
