Virtual Seminar - Investing for Tomorrow: Retirement & Health Insurance Essentials *DOUBLE FEATURE*

Join me for the 6th seminar in my 2025 Virtual Seminar Series, The Power of Planning!

In this seminar double feature, we will first be exploring the importance of saving for retirement and enrolling in your employer's retirement plan. We will then review the basics of investing, and participants will learn:

• The importance of developing a strategy

• The impact of asset allocation

• The influence of inflation on your long-term goal

??Lastly, our special guest, Juan Peon with JP Direct Health, will discuss ways to supplement your employer sponsored health insurance plan.

The Power of Planning is a completely virtual seminar series that explores important aspects of financial planning through the different staged of life. As we age, our stage of life changes, and depending on what stage of life you are in your goals and financial planning needs change. In Life-Stage Centered Financial Planning, we take a look at where you are now, where you are headed, and what steps you should be taking now to put yourself in the best position to live the life you want.

Over the course of 2025, we will discuss a different topic each month, and each three months we will discuss a different stage of life. Just because you belong to a certain stage of life does not mean you should limit yourself to seminars from that stage! Each seminar has valuable information for what to expect and plan for as you enter each stage of your life.

January - March : Stage 1: Pre-Accumulation Period (Age 13-25)
April - June : Stage 2: Accumulation Period (Age 26-45)
July - September : Stage 3: Pre-Retirement Period (Age 45-64)
October - December : Stage 4: Retirement Period (Age 65+)