Understanding Medicare

October 28, 2025, at 6:00 PM CST

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. We will answer your Medicare questions and help you understand:

• Key differences between Medicare parts A, B, C and D
• Tips for choosing your coverage
• How to enroll in Medicare
• How to plan your retirement income with health care costs in mind

Income for Life

November 3, 2025, at 6:00 PM CST

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

Join us for this exclusive seminar where we will dive deep into ways of building wealth potential and income for life. We’ll explore:

• Sources of retirement income you can rely on
• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life

Three Transitions to Retirement

November 18, 2025, at 6:00 PM CST

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar where we will answer your retirement questions and help you:

• More confidently address the financial, lifestyle and emotional transitions to retirement
• Guard against risks and manage the inevitable ones
• Gauge when you’re ready for retirement

Redefining a Diversified Portfolio

December 2, 2025, at 6:00 PM CST

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.

Find out new ways of managing your investment risk with the Investment Diversification seminar, where we will help you understand:

• What traditional portfolio diversification is
• How the investment landscape changes
• How you can pursue your goals while mitigating risk
• How new annuity options help you rethink diversification

Understanding Your Rollover Options

December 9, 2025, at 6:00 PM CST

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

• Four major options for retirement plan balances when changing jobs
• Pros and cons of each options
• How a rollover works
• And more