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Managing Your Lifestyle

To many people, money is not the most important part of your whole life, but it does play a large part. Connecting your financial goals to the rest of your life is necessary for you to be able to accomplish your goals.

Unfortunately, too many Americans simply don’t know enough about investing, budgeting, and credit to make sound financial decisions. Without proper knowledge, people simply do not have the power to control their financial futures.

The TIAA Institute conducted a survey in 2020 on U.S. financial literacy to determine the level of financial knowledge of the average American adult. This study asked basic questions about personal finance topics like retirement saving, debt management, budgeting, etc. According to the study, the average respondent answered only about half of the questions correctly.

In our upcoming webinar, Managing Your Lifestyle, we will teach you basic financial knowledge, guide you through changing any unhealthy financial behaviors, and how to make better financial decisions in order to achieve your financial goals.

Date: Wednesday, September 15, 2021

Time: 12:00 PM Central Time (US and Canada)

You can attend virtually through zoom or in person at our office. Lunch will be provided to those who attend in person.

 

Register for this webinar below to save your spot!

 

REGISTER TO SAVE YOUR SPOT

Check out our on-demand webinars below. Simply register to access the FREE recordings!

Ready. Set. RETIRE!

A SPECIAL INFORMATION-PACKED WEBINAR FOR THOSE CONSIDERING RETIREMENT IN THE NEAR FUTURE!

This annual retirement webinar will give you the necessary tools to make informed decisions about your journey to and beyond retirement.

Confused about your retirement plan options? If you are just getting started or approaching retirement, this session can help you. We want to help you be prepared to transition into the retirement you envision. Join this complimentary online class to learn about:

  • How the Kentucky retirement system works
  • What you need to do before you retire
  • Your investment options within your plan
  • Income plan considerations during your retirement years

 

Register for this webinar below to watch the replay!

 

REGISTER TO WATCH REPLAY

So, you're retired… now what?

Do you have a distribution plan? This online course covers how to navigate the complexities of retirement planning and and may help you get your finances in order.
Watch this complimentary online class to learn about:

  • What to expect once you're retired
  • How to craft a funds distribution plan
  • How to spend-down your retirement savings
  • How to marry your or your spouse's KTRS, 403b, and 401k plans

 

Register for this webinar below to watch the replay!

 

REGISTER TO WATCH REPLAY

The presenter of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.

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