A practical overview of Medicare, including enrollment timing, coverage options, potential costs, and how Medicare can fit into your overall retirement plan.

A high-level summary of how the stock and bond markets have behaved recently and what history can show us about navigating periods of market movement.

This GuideSteps webinar is a practical, easy-to-follow session that highlights helpful money habits, common pitfalls to avoid, and simple steps to keep your retirement savings and legacy on track. Key Takeaways: Build Strong Habits: Learn everyday financial practices that support long-term growth. Avoid Costly Mistakes: Discover common errors that can slow your retirement progress. Retire with Confidence: Navigate Social Security, Medicare, long-term care, and estate planning