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Events

Does your current retirement strategy stand up to the new challenges of retirement?

Join our thought-provoking workshops  that examine today’s retirement planning realities, and  help you assess  your current financial plan  to  successfully navigate your path to retirement.

Learn strategies that can help solidify your retirement goals.

Reservations are required.


Upcoming Events

January 4, 2024

6:00p - 7:00p

Virtual

Setting Your Financial Goals

There is no time like the present to get ready for the future. Brian Jolles, ChFC, CLU, CASL, provides this educational workshop to help you identify, prioritize and take control of your financial roadmap.

January 23, 2024

6:00p - 7:00p

Virtual

Setting Your Financial Goals

There is no time like the present to get ready for the future. Brian Jolles, ChFC, CLU, CASL, provides this educational workshop to help you identify, prioritize and take control of your financial roadmap.

Past Events

November 15, 2023

7:00p - 8:30p

Webinar

To Roth or Not To Roth

Are you missing out on an opportunity to maximize your retirement? Knowing your options now will help you better prepare for your older years. Taking steps to educate yourself now could really pay off later! We hope that you will join us in conversation to learn how various strategies can help solidify your retirement goals.

November 2, 2023

7:00p - 8:30p

Virtual Event

It's Not Your Parents LTC Policy - New Trends in Long Term Care

Being prepared now can help reduce the risk to your retirement savings and help minimize the burden of long-term care on those closest to you. Educating yourself on these matters can assist in addressing the potential of unforeseen costs and stressful decisions in the future. We hope that you will join us for this online event for a candid conversation and to learn how various financial strategies and insurance products can help protect and solidify your retirement goals.

October 30, 2023

7:00p - 8:30p

Virtual

“Income Strategies in Retirement”

One of the biggest questions that many retirees have is, “do I have enough assets to make it through retirement?” Join Brian Jolles, Jolles Financial, for a insightful webinar to show you how to better calculate how much you will need you might answer that question and also to learn about strategies to identity and better prepare yourself for potential income shortfalls.

October 25, 2023

7:00p - 8:00p

Virtual Event

Understanding your 401k

It's never too early (or too late) to start saving for your retirement. Participating in your company's retirement plan can provide you with key benefits, including, convenient payroll deductions, potential tax savings and more. Brian Jolles, ChFC, CLU, CASL, provides this educational workshop to share what you need to get started and to provide the tools you need to better plan for retirement. Your attendance is encouraged.

October 19, 2023

7:00p - 8:30p

Webinar

To Roth or Not To Roth

Are you missing out on an opportunity to maximize your retirement? Knowing your options now will help you better prepare for your older years. Taking steps to educate yourself now could really pay off later! We hope that you will join us in conversation to learn how various strategies can help solidify your retirement goals.

September 26, 2023

7:00p - 8:30p

Virtual Event

It's Not Your Parents LTC Policy - New Trends in Long Term Care

Being prepared now can help reduce the risk to your retirement savings and help minimize the burden of long-term care on those closest to you. Educating yourself on these matters can assist in addressing the potential of unforeseen costs and stressful decisions in the future. We hope that you will join us for this online event for a candid conversation and to learn how various financial strategies and insurance products can help protect and solidify your retirement goals.

September 21, 2023

7:00p - 8:30p

Webinar

To Roth or Not To Roth

Are you missing out on an opportunity to maximize your retirement? Knowing your options now will help you better prepare for your older years. Taking steps to educate yourself now could really pay off later! We hope that you will join us in conversation to learn how various strategies can help solidify your retirement goals.

July 25, 2023

7:00p - 8:30p

Virtual Event

It's Not Your Parents LTC Policy - New Trends in Long Term Care

Being prepared now can help reduce the risk to your retirement savings and help minimize the burden of long-term care on those closest to you. Educating yourself on these matters can assist in addressing the potential of unforeseen costs and stressful decisions in the future. We hope that you will join us for this online event for a candid conversation and to learn how various financial strategies and insurance products can help protect and solidify your retirement goals.

July 20, 2023

7:00p - 8:00p

Virtual Event

Understanding your 401k

It's never too early (or too late) to start saving for your retirement. Participating in your company's retirement plan can provide you with key benefits, including, convenient payroll deductions, potential tax savings and more. Brian Jolles, ChFC, CLU, CASL, provides this educational workshop to share what you need to get started and to provide the tools you need to better plan for retirement. Your attendance is encouraged.

July 19, 2023

12:00p - 1:00p

Virtual Event

Understanding your 401k

It's never too early (or too late) to start saving for your retirement. Participating in your company's retirement plan can provide you with key benefits, including, convenient payroll deductions, potential tax savings and more. Brian Jolles, ChFC, CLU, CASL, provides this educational workshop to share what you need to get started and to provide the tools you need to better plan for retirement. 

March 8, 2022

7:00p - 8:00p

Virtual Event

7 FINANCIAL RETIREMENT ROADBLOCKS TO ADDRESS NOW

While the road to financial freedom in retirement may have its twists and turns, an experienced financial professional can help straighten the path.

Event Registration