Events

When planning for the future we often ask, "What will the economy be doing this time next year?" Or, "What will be different ten years from now?" Every investment plan is an informed speculation of what may happen in the future, based on a combination of past events and our own experiences.

But forecasting is hard. The important events that will shape the future are inherently unpredictable. From the author of the international blockbuster, The Psychology of Money, award-winning author Morgan Housel invites us to reverse the process and ask, "What will be the same ten years from now? What will be the same one hundred years from now?"

Through a sequence of engaging stories, Morgan will present a master class on:

• How to optimize risk and seize opportunity.
• How to navigate the uncertainty of the future.
• How to identify familiar themes and focus on what is permanently true.

By focusing on what never changes, we can more effectively predict major events, resulting in less negative ramifications and more positive outcomes to attain not just financial security, but most importantly, a fulfilling life.

How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. Join us for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions. Register below to attend the event; two time slots are available, 10am PT & 6:30pm PT.

Is Saturday the day you set aside to play golf, spend time with your grandkids, or enjoy your hobby? In retirement, every day can be like Saturday.

Discover how to create a more secure and confident retirement that lets you fill all your Saturdays with meaning.

This educational event is presented by Thrivent and will share strategies from financial expert Tom Hegna’s book, "Don’t Worry, Retire Happy: 7 Steps to a Secure Retirement."

When it comes to taxes and your retirement, a little knowledge can go a long way—and may even help you save more of your hard-earned money. Taxes are complicated, and no one wants to pay more than their fair share.

This educational webinar will cut through the jargon and help you avoid common—and costly—mistakes regarding your investments, health care, and estate.

Join to learn:

• How to create an efficient retirement tax strategy.
• Answers to the critical tax questions you must answer before retirement.
• How to help dodge the Social Security “tax trap” and more.

You can choose to attend one or more of the following webinars: Tuesday, October 15, 2024, at 6:30 PM PT or Wednesday, October 16, 2024, at 12:00 PM PT.

When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits." Mary Beth Franklin has built her career educating pre-retirees on important concepts that can enhance their retirement. During her presentation, she will discuss keys that married couples and divorced individuals should understand, as well as the difference between Social Security retirement and survivor benefits. Attendees will learn the pros and cons of delaying benefits until full retirement age or later, and also valid reasons for claiming early. Register below to attend the event and/or receive the recording; two time slots are available, 10am PT & 6:30pm PT.