Tag Archives: Finance

Pre-Tax vs. Roth: Choose your strategy.

January 27 @ 11:00 am 12:00 pm

Trying to decide what type of contributions you want to make? Pre-tax and Roth both have their own advantages.

This webinar will help you:
• Compare the differences between pre-tax and Roth contributions
• Pick the strategy that fits your goals
• Learn how taxes will affect your retirement income

Register here.

Social Security benefits planning: Basic considerations & strategies

December 10, 2025 @ 12:00 pm 1:00 pm

Learn how to maximize the benefit you’ve been paying into your entire working life. Social Security will likely play a significant role in your retirement income.

Let’s explore the basics of Social Security, including:
– How your benefit is calculated
– Strategies for claiming benefits.
– Incorporating social security into your retirement plan