St. Mary's Financial Services Education Seminars

Join us in person or virtually as we discuss a variety of topics to increase your financial awareness.*

 

IN-PERSON Seminars:

Some of the events below are offered at multiple branch locations.

 

Will I Have Enough Money in Retirement?
Date: Tuesday, April 23, 2024
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH

Learn the answers to your retirement income questions, including: 

• What sources of retirement income will you rely on?
• What retirement risks do you face now that you’re drawing on your savings?
• Which income strategies should you consider?
• How can you use annuities to guarantee income for life? 

Reserve your in-person seat

 

Will I Have Enough Money in Retirement?
Date: Tuesday, April 30, 2024
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Milford Branch, 650 Nashua Street (Rt. 101A), Milford, NH

Learn the answers to your retirement income questions, including: 

• What sources of retirement income will you rely on?
• What retirement risks do you face now that you’re drawing on your savings?
• Which income strategies should you consider?
• How can you use annuities to guarantee income for life? 

Reserve your in-person seat

 

Estate Planning
Date: Tuesday, May 7, 2024
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank Education Center, 48 Perimeter Road, Manchester, NH

Discover more about estate planning, including:

• Do I have a Will or Trust?  When was it last reviewed & updated?
• What is a Medical Power of Attorney? Do I need one?
• What is a Durable Power of Attorney?  Do I need one?
• How will Probate affect my Estate?
• Will I have to pay Estate Taxes when I die?

Reserve your in-person seat

Estate Planning
Date: Tuesday, May 14, 2024
Time: 6:00 p.m. (EST)
Location: St. Mary's Bank NWB Nashua Branch, 4 Northwest Blvd (Amherst St), Nashua, NH 03063

Discover more about estate planning, including:

• Do I have a Will or Trust?  When was it last reviewed & updated?
• What is a Medical Power of Attorney? Do I need one?
• What is a Durable Power of Attorney?  Do I need one?
• How will Probate affect my Estate?
• Will I have to pay Estate Taxes when I die?

Reserve your in-person seat

 

VIRTUAL Webinars:

 

Income for Life
Date: Wednesday, May 1, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

• What sources of retirement income will you rely on?
• What retirement risks do you face now that you’re drawing on their savings?
• Which income strategies should you consider?
• How can you use annuities to guarantee income for life?

Reserve your virtual seat

The Three Transitions to Retirement
Date: Wednesday, May 29, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

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 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

Reserve your virtual seat

 

Understanding Your Rollover Options
Date: Tuesday, June 11, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

You’ll get a clear 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 option
• How a rollover works
• And more

Reserve your virtual seat

Rethinking Diversification
Date: Tuesday, June 25, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

• What is traditional portfolio diversification?
• How has the investment landscape changed?
• How can you achieve your goals with the least amount of risk?
• How can new annuity options help you rethink diversification?

Reserve your virtual seat

*These workshops are educational only and not investment advice. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:
 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.