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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 must 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 independence
  • 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. At this educational presentation, you will learn:

  • How to get your financial house in order
  • Steps to prepare for the unexpected
  • Ways to put your money to work by investing
  • How to build a healthy nest egg for retirement

Understanding Medicare Workshop

Your Medicare decisions can have a significant impact on your finances. At this educational presentation, you will learn:

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

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