Live Educational Webinars
Who We Serve:
- School Administrators, Teachers & Staff
- Law Enforcement
- Retirees or Approaching Retirement
- Business Owners/Entrepreneurs
- Churches and Non-profits
- Medical Professionals
- Certified Public Accountants
- Attorneys
Live Webinar Topics:
- Public Pensions & Social Security
- ALIS (Automated Lifetime Income Strategy)
- Rescue Your old 401(k) Plan
- Roadmap to Retirement
- Alternatives to 529 College and Savings Plan
- Financial Literacy 101
- Kai-Zen Plan - Using the Bank's Money to Finance your Retirement Income
- Life Insurance 101 - Old vs. New Life Insurance