Complimentary Workshops

Retirement Income Workshop

You've spent a lifetime accumulating money for your retirement. You've saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions.

Join us for an educational workshop where we'll focus on strategies designed to help you:

Make the most of your retirement income stream
Tap into your retirement accumulations
Understand retirement plan distribution rules
Invest for stability, income, and growth potential
Utilize financial vehicles that could last a lifetime
Protect your income and assets from the unexpected
Prepare for a more comfortable and rewarding retirement lifestyle

When you attend this workshop you will receive a 20- page workbook on retirement income strategies. This full-color resource contains essential information, exercises and question that will help you asses your current situation and make sound financial decisions.

Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Emerald, Partners Retirement & Wealth Management, and LPL Financial are not affiliated.

Financial Management

Research has shown that the vast majority of millionaires are fastidious planners, budgeters, and investors. They set a goal, make a plan to reach that goal, then work hard to make it happen.

We want to show you how to develop a sound financial strategy - one that covers all the financial bases, from insurance to investing to estate conservation.

At this educational presentation, you will learn:

  • A six-step plan for financial success How to estimate the amount of life insurance you really need
  • The true cost of credit-card debt
  • Three critical components of a sound investment plan
  • Steps you can take to help manage taxes
  • How to calculate how much money you'll need to retire
  • Important estate conservation strategies

When you attend the workshop, you will receive a full-color, 20-page workbook on estate planning. This resource is filled with essential information, exercises, and questions that may help you assess your current situation and develop a strategy that may help preserve your assets. Perhaps best of all, you'll be eligible for the complimentary consultation offered to all workshop participants.

Taking Control: Financial Strategies for Women Workshop

Women today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. Get sound practical strategies that you can use immediately, focusing on personal finances from a woman's perspective.

  • Getting your financial house in order
  • Preparing for the unexpected
  • Putting your money to work by investing
  • Building a healthy nest egg for retirement
    And more!

Surviving Market Swings

Discover sound financial strategies to help strengthen your portfolio. We've certainly had our share of market volatility lately. But the fact remains that asset bubbles, debt crises, political uncertainty, currency swings, international conflicts, and economic conditions - in the United States and abroad - can spur volatility in the financial markets. And often it's a case of when and not if it happens.

It's only natural to be concerned when the market drops. And yet, even during turbulent times, you can more comfortably ride out a financial storm if you're prepared and have sound financial strategies in place.

Come to our educational workshop and discover methods that could enhance your investing potential in today's markets. By using sound investment approaches, you might avoid making emotion-based mistakes during times of volatility. There is no fee for the workshop, and you'll receive a full-color, 20-page workbook packed with information that will help you take a good look at your personal situation and evaluate your options.

Understanding Medicare Workshop

Your Medicare decisions can be a big impact on your finances, join us for an informative session to learn about:

  • Medicare Parts A, B, C, and D
  • Key Medicare decisions
  • How much you'll pay for specific services
  • The Medicare "doughnut hole"
  • Enrollment deadlines