Knowledge worth showing up for
Practical financial education with expert speakers — live, virtual, and open to everyone.
Jun102026
Virtual
Join us for a practical look at annuity types and features, including what you may own, how annuities work and when the right time is to review them.
Niko Vamvakas, RICP®
Vice President of Retirement Planning Solutions
Jun102026
1:00 pm
- 2:00 pm
Jul152026
Virtual
Investing with Confidence: Building a Smarter Long-Term Strategy
In this session, we’re helping you better understand the markets, risk, diversification, and long-term disciplines.
John Foreman, CIMA®, MBA
Vice President of Investments
Jul152026
1:00 pm
- 2:00 pm
Sep162026
Virtual
Protection Planning: When Employer Benefits Aren't Enough
Join us as we help you better understand common gaps in workplace benefits and why additional planning matters.
Vice President of Income Protection
Brian Parmalee, CFP®, CLU®
Vice President of Risk Management
Vice President of Worksite Product
Sep162026
1:00 pm
- 2:00 pm
Oct212026
Virtual
Estate Planning Essentials: Protecting Your Legacy and Your Loved Ones
This is a practical overview of estate planning documents, decisions, and common gaps.
Oct212026
1:00 pm
- 2:00 pm