Our Educational Series
Upcoming Webinars
Fact or Myth:
Discovering the truths about long-term care
It has been said, the greatest risk to your wealth is your health. If married at the age of 60, there is a 70% chance that one of the spouses will need long-term care at some point during their lifetime. Only long-term care insurance covers that need. Unfortunately, there are still many misunderstandings about how it works and what it provides. Attend this webinar to learn the truths about how to prepare for one of the most important phases of your life.
Date: April 22, 2026
Time: 12:00 PM PST (noon)
Location: Virtual
Maximize Your Benefits:
Getting the most out of your group medical plan
Learn how to maximize the benefits of your group medical plan. A new calendar year re-sets your deductible and what your plan will cover. Join us to learn key insights and strategies on how you can get the most out of your plan while paying the least out of pocket.
Date: May 27, 2026
Time: 12:00 PM PST (noon)
Location: Virtual
Annuities 101:
Benefits, Risks, & Smart Next Steps
Annuities can offer stability and long-term security-but only if you understand how they work. In this webinar, we break down the different types of annuities, why people use them, the risks and fees that often catch buyers off guard, and what steps to take if you already own one. You'll walk away with clarity, confidence, and a better sense of whether your current or future annuity aligns with your financial goals.
Date: June 24, 2026
Time: 12:00 PM PST (noon)
Location: Virtual
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