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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:

Check back soon for upcoming in-person seminars.

 

VIRTUAL Webinars:

 

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

 

Social Security & Your Retirement
Date:
Wednesday, July 17, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. We will walk through specifics about Social Security and help you understand: 

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

Reserve your virtual seat
 

Understanding Medicare
Date:
Wednesday, July 24, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including: 

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

Reserve your virtual seat

 

Income for Life
Date:
Wednesday, August 7, 2024
Time: 6:00 p.m. (EST)
Location: Presented virtually by Travis Stanley from TruStage

You’ll learn 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:
Tuesday, August 20, 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, September 3, 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, September 10, 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.