Social Security
Learn about Social Security planning with Duncan Financial Group’s Social Security Expert. We will discuss strategies to get the best Social Security benefits for not only retirement, also while still employed. Find out which benefits are right for you and when you need to apply.
Completing Pension Paperwork
This seminar is for employees that are vested, of retirement age and planning to retire within a year. Completing Pension Paperwork is offered quarterly, typically in February, May, August and December. Please plan to attend one of the sessions if planning to retire within a year.
Medicare
Some of the question that will be addressed include: What is it? When do I apply? Do I apply if I am still working? What does it cost? What does it cover? How much does it pay?
Identity Theft
What happens when someone steals personal information to commit fraud? How can it be quickly identified to prevent the use of information to fraudulently apply for credit, file taxes, or get medical services? These acts can damage credit status and cost time and money to correct.
Financial Planning
Financial Planning creates a (Financial) Road Map for your future. Join us for this informative webinar to hear about what is necessary to successfully plan for Retirement for both new and seasoned employees.
Long Term Care
Statistics show that 70% of people are going to require some form of Long-Term Care in their lifetime. We don’t know when, what or where, but we do know that it will cost a lot of money. Being informed and prepared is important for each of us. Join the Retirement Board and the Professionals at Duncan Financial Group for a Presentation and discussion about Long-Term Care Needs & Strategies.
Financial Lit 101
Learn more about “Everything You Didn’t Know to Ask About Investing.” There will be something in this presentation for everyone, whether you are a beginner or long-time investor.