Events & Workshops
An Early Retirement in a COVID Environment
Thursday, April 22nd | 12:00 PM to 1:00 PMMassMutual Complimentary Webinar
Topics
- How to retire early while getting the most from your savings and benefits.
- Help evaluate retirement readiness
NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. SOC7695_Delumen 220 License OD47382
CRN202212-276216
Building Your First Budget (Youth)
Thursday, April 22nd | 5:30 PM to 6:30 PMOnline Webinar by BALANCE
The webinar is designed for a teen audience. A smart budget helps you cover your expenses and still buy some of the things you want. Find out how to make—and maintain—a budget based on your needs.
Financial First Aid
Tuesday, May 11th | 10:30 AM to 11:30 AMOnline Webinar by BALANCE
A financial crisis can throw even the best money management plan into chaos. This session focuses on ways to gain control of a crisis. Participants will learn about financial assessments, expense prioritization, and effective negotiation with creditors.
Financial First Aid
Thursday, May 20th | 5:30 PM to 6:30 PMOnline Webinar by BALANCE
A financial crisis can throw even the best money management plan into chaos. This session focuses on ways to gain control of a crisis. Participants will learn about financial assessments, expense prioritization, and effective negotiation with creditors.
Who Needs an Estate Plan?
Tuesday, June 15th | 12:00 PM to 1:00 PMMassMutual Complimentary Webinar
Discussion Topics:
- Why I should NOT list my trust as a primary beneficiary?
- Why I need a trust as opposed to a will?
- Selection process of naming a Power of Attorney?
NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. SOC7695_Delumen 220 License OD47382
CRN202212-276216
