6:30 pm: Webinar: The Truth About Annuities

6:30 pm – 7:30 pm
April 29, 2026

Instructor: Robin Roberts
Venue: Zoom

A successful retirement strategy goes beyond saving – it’s about creating income that supports the lifestyle you want for the rest of your life. Yet when it comes to annuities, confusion is common. With so many types, features, pros and cons, it’s easy to feel unsure about how, or even if, they fit into your financial future.

Join us for a complimentary educational dinner workshop where we’ll uncover the truth about annuities in simple, straightforward terms.

What you'll learn:

How annuities can help support a successful retirement plan and mitigate risk
The different types of annuities, including their features, benefits and limitations
Five common annuity misconceptions and the truth behind them

REGISTER HERE

May

6:30 pm: Webinar: Maximizing Social Security

6:30 pm – 7:30 pm
May 5, 2026

Instructor: Robin Roberts
Venue: Zoom
For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational webinar will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

Mon	Tue	Wed	Thu	Fri	Sat	Sun
27	28	29 6:30 pm: Webinar: The Truth About Annuities 6:30 pm: Webinar: The Truth About Annuities 6:30 pm – 7:30 pm April 29, 2026 Instructor: Robin Roberts Venue: Zoom A successful retirement strategy goes beyond saving – it’s about creating income that supports the lifestyle you want for the rest of your life. Yet when it comes to annuities, confusion is common. With so many types, features, pros and cons, it’s easy to feel unsure about how, or even if, they fit into your financial future. Join us for a complimentary educational dinner workshop where we’ll uncover the truth about annuities in simple, straightforward terms. What you'll learn: How annuities can help support a successful retirement plan and mitigate risk The different types of annuities, including their features, benefits and limitations Five common annuity misconceptions and the truth behind them REGISTER HERE	30	May 1	2	3
4	5 6:30 pm: Webinar: Maximizing Social Security 6:30 pm: Webinar: Maximizing Social Security 6:30 pm – 7:30 pm May 5, 2026 Instructor: Robin Roberts Venue: Zoom For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational webinar will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! REGISTER HERE	6	7	8	9	10
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Events in May–June 2026

6:30 pm: Webinar: The Truth About Annuities

REGISTER HERE

May

6:30 pm: Webinar: Maximizing Social Security

REGISTER HERE

June

July

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