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rF Webinar: Managing Your Lifestyle

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April 2018
Free

rF Webinar: Managing Your Lifestyle

April 2 @ 9:00 am - 10:00 am
rF Webinar: Managing Your Lifestyle,

Managing your lifestyle is all about making smart choices. Each lifestyle decision you make, from your choice of a home, to what you drive, to how you spend your leisure time, has an impact on your overall financial situation. We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

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Free

rF Presents Morningstar Webinar – “Target Date Funds”

April 10 @ 9:00 am - 10:00 am
Morningstar Webinars,

"Investors are faced with the challenge of making decisions on how much to save each month, how to allocate savings, and how to take disbursements in retirement. For such investors, target-date funds can offer a convenient solution to help simplify investing for the future. Target-date funds have grown in popularity over the past few years, in particular as a 401(k) plan option because these funds automatically adjust their portfolio mix based on the participant’s age. These funds may hold a…

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Free

rF Webinar: Protecting Those Who Matter Most

April 16 @ 9:00 am - 10:00 am
rF Webinar: Protecting Those Who Matter Most,

Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits. Regardless of your life stage, consider reviewing your life insurance needs annually…

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Free

rF Presents Morningstar Webinar – “Retirement Income”

April 26 @ 9:00 am - 10:00 am
Morningstar Webinars,

"The risk of being unable to fund goals throughout retirement can be managed by an intelligent combination of funds, stocks and bonds, and insurance products. Finding the right mix of products and investments for retirees involves a very individualistic approach, based on the following factors..."

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Free

rF Webinar: Keys to Investing for Retirement

April 30 @ 9:00 am - 10:00 am
rF Webinar: Keys to Investing For Retirement,

No matter what our occupations, most of us share a common goal of a comfortable retirement. Almost everyone looks forward to the day when they can retire and enjoy more free time. And so, the investment decisions we make in preparation for that retirement are crucial. In this presentation, we’re going to go take a closer look at investing for retirement. Please be sure to pre-register below if you would like to attend as space is limited.

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May 2018
Free

rF Presents Morningstar Webinar – “Risk & Volatility”

May 8 @ 9:00 am - 10:00 am
Morningstar Webinars,

"Investors face many different forms of risk depending on the kinds of investments they choose. Industry/company risk: Security values can decline due to negative developments within an industry or company. Market risk: General market fluctuations can affect securities trading in that market. Stocks tend to fluctuate more than other asset classes (such as bonds) and may pose more risk over short periods of time..." Join us to learn about the many, many risks that face investors and how we can…

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Free

rF Webinar: Distributions from Retirement Plans

May 14 @ 9:00 am - 10:00 am
rF Webinar: Distributions From Retirement Plans,

If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re nearing retirement age, it may soon be time to start drawing money from your qualified retirement plans. Withdrawing money from a retirement plan is called “taking a distribution,” and there are a variety of ways to do it. We’re going to review several approaches.

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Free

rF Presents Morningstar Webinar – “Global Investing”

May 22 @ 9:00 am - 10:00 am
Morningstar Webinars,

"In 2013, the total developed world stock market capitalization was $31.9 trillion, with $14.6 trillion representing international stock market capitalization. With trade barriers reduced and markets becoming more open, there has been an increase in global business activity. The domestic (U.S.) stock market continues to represent a significant portion of the world stock market capitalization. However, if you choose to exclude international investments from your portfolio, you are ignoring approximately half of the world’s investable assets..." Join us for this…

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Free

rF Webinar: Your Cash Flow Statement

May 28 @ 9:00 am - 10:00 am
rF Webinar: Your Cash Flow Statement,

Understanding money matters and managing your cash flow are an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

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June 2018
Free

rF Presents Morningstar Webinar – “Investing for Retirement”

June 7 @ 9:00 am - 10:00 am
Morningstar Webinars,

The Social Security Administration estimates that you are likely to fall drastically short of your retirement income needs if you depend upon Social Security as your only source of income. Those not enrolled in qualified retirement plans, such as 401(k)s or pension plans, may find it difficult to meet retirement income needs. In addition, if you do not have post-retirement wages, the potential shortfall in your retirement planning may be even greater. To ensure a comfortable lifestyle during retirement, it…

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