FINANCIAL LITERACY WORKSHOPS

October 3, 2023
12:00 pm
Zoom
Topics to be discussed: The key risks in retirement planning and how to mitigate them. The sequence of returns and how it can impact your portfolio during the accumulation and decumulation phases. How Whole Life insurance can be a buffer strategy to mitigate these risks.
August 30, 2023
12:00 pm
Zoom
A Comprehensive Introduction to the Basics of Estate Planning
August 8, 2023
12:00 pm
Zoom
Learn about Medicare. What are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?
June 13, 2023
12:00 pm
Zoom
Learn about Medicare. What are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?
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