Broker Check

Events

Social Security & Medicare / Cost $59

January 20, 2018 9:00a - 1:00p US Mountain Standard Time

Santa Fe Community College

Many of us have paid into Social Security and Medicare for 30 to 40 years. Why not spend a few hours learning about these programs to better understand your options?

 

Social Security & Medicare / Cost $55

January 27, 2018 9:00a - 1:00p US Mountain Standard Time

University of New Mexico - Los Alamos

Many of us have paid into Social Security and Medicare for 30 to 40 years. Why not spend a few hours learning about these programs to better understand your options?

 

Financial Management / Cost $49

January 31, 2018 5:30p - 8:30p US Mountain Standard Time

Santa Fe Community College

Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future.

 

Financial Management / Cost $45

February 1, 2018 6:00p - 8:30p US Mountain Standard Time

University of New Mexico - Los Alamos

Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future. We want to show you how to develop a comprehensive financial strategy; one that covers all the financial bases, from insurance to investing, to retirement planning and estate conservation.

 

Income for Life / Cost $49

February 7, 2018 5:30p - 8:30p US Mountain Standard Time

Santa Fe Community College

Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the answer is no. That is because a lifetime of investing and saving can be eroded by taxes, inflation, and poor investments. Fortunately, there are strategies to help address your long-term income needs. Find out how an annuity could help you accumulate retirement funds, manage taxes, fight the effects of inflation, and generate an income you cannot outlive.

 

Income for Life / Cost $45

February 8, 2018 6:00p - 8:30p US Mountain Standard Time

University of New Mexico - Los Alamos

Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the answer is no. That is because a lifetime of investing and saving can be eroded by taxes, inflation, and poor investments. Fortunately, there are strategies to help address your long-term income needs. Find out how an annuity could help you accumulate retirement funds, manage taxes, fight the effects of inflation, and generate an income you cannot outlive.

 

Retirement Income / Cost $49

February 21, 2018 5:30p - 8:30p US Mountain Standard Time

Santa Fe Community College

Helping Your Money Last in Retirement.

 

Retirement Income / Cost $45

February 22, 2018 6:00p - 8:30p US Mountain Standard Time

University of New Mexico - Los Alamos

Helping Your Money Last in Retirement.

 

IRA Planning Strategies / Cost $49

March 14, 2018 5:30p - 8:30p US Mountain Standard Time

Santa Fe Community College

Tax-Saving Strategies to Help You Get More Out of Your IRA.

 

IRA Planning Strategies / Cost $45

March 15, 2018 6:00p - 8:30p US Mountain Standard Time

University of New Mexico - Los Alamos

The Decisions You Make Today Can Impact Your Overall Retirement Plan. Tax-Saving Strategies to help you get more out of your IRA.

 

Social Security & Medicare / Cost $59

April 14, 2018 9:00a - 1:00p US Mountain Standard Time

Santa Fe Community College

Many of us have paid into Social Security and Medicare for 30 to 40 years. Why not spend a few hours learning about these programs to better understand your options?

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