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For the past 40 years, we have been committed to making a positive difference in our clients’ lives. Most people don’t have the time, energy or desire to learn about the things that make a drastic difference for their financial future.
Please join your instructor, Joyce Palmer, for an upcoming educational event. Using her vast knowledge of financial planning, she has designed this course to give you the important information you need to properly prepare for your retirement.
Live Events
Events in February–March 2026
Webinars
Events in February–March 2026
February 24, 2026 (1 event)
February 24, 2026A 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 webinar 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
Whether you’re approaching retirement or already there, this workshop will empower you to make informed decisions.
