senior using a calcuator

Take advantage of tax-savvy investing techniques - Mar 29

Take advantage of tax-savvy investing techniques

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Seminar Details

Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes on the money you would look to have available in your retirement.

During the presentation, you'll learn about the following:

  • Understanding the power of tax deferral
  • Consider increasing contributions to retirement plans and accounts
  • Generate tax-free income
  • Avoid potential tax-time surprises

 

  • When:
    Tue, March 27, 2022

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

health coach photo

Prioritizing Health to Boost your Career - Mar 31

Prioritizing Health to Boost your Career

A healthy lifestyle will skyrocket your professional success and help you reach your goals.
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Are you covered for the future? Take the steps necessary NOW to ensure you're protected.

Certified Personal Trainer, Nutritionist, and Transformation Coach Jess Palmisano discusses how putting your health first can excel you forward in your career.

Join us to discover 3 ways to improve your health immediately and start reaping all of the benefits…effortlessly.

  • Learn how optimizing your health can lead to advancements in your career.
  • Tips and tricks that you can implement into your daily routine to live a healthier life while still reaching your goals.
  • Discussion on a variety of nutrition, health, wellness and fitness topics.
  • Complete control over your assets
  • Liquidity for when you need it the most

We are giving away ONE FREE MONTH of coaching with Jess, valued at $500. A random winner will be chosen from the seminar attendees and will be contacted the next day.

  • When:
    Thu, March 31, 2022

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

invest background

Make memories today and still leave a legacy for those you love - Jan 27

Make memories today and still leave a legacy for those you love

You’ve worked hard over your lifetime to achieve financial stability. Learn how you can protect your money and those you love.
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Are you covered for the future? Take the steps necessary NOW to ensure you're protected.

Join us during our virtual seminar and learn how to protect your hard-earned money in case you need it and prepare for what to do if you don't. BrightStar's financial advisor Robert Crabtree will present and answer any questions that arise.

During the presentation, you'll learn about the following:

  • Features and benefits
  • 100% principal Guaranteed account
  • Stepped up Benefit passes income tax-free to your loved ones
  • Complete control over your assets
  • Liquidity for when you need it the most

 

  • When:
    Thu, January 27, 2022

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

virtual meeting background

Long Term Care - Nov 10

Long Term Care:

Perceptions, realities and steps you can take to prepare
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Are you covered for the future? Take the steps necessary NOW to ensure you're protected.

We've put together an informative seminar with Regional Vice President of Global Atlantic Financial Group, Anthony L. Guzzetta. Anthony has extensive knowledge about annuities and other solutions to ensure your future is protected.

During the presentation, you'll learn about the following:

  • Long-term care perceptions
  • Long-term care realities
  • Hypothetical examples
  • Trending long-term care
  • Strategies you can take to paying for long-term care

  • When:
    Wed, November 10, 2021

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

car buying

Car Buying 101 - Oct 14

Car Buying 101

Tricks of the Trade
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YOUR ONE-STOP SOLUTION TO THE CAR BUYING PUZZLE.

We want our members to feel cool and confident throughout the car buying process. That’s why we’re providing online tools and resources that can empower you to make the right decisions when buying a car.

Our special guest speaker is Mr. Bill Goldberg, Founder and CEO of Auto Advisors. Learn insider information about the car buying experience:

  • How to get more for your trade-in
  • Internet car-buying pitfalls
  • Dealership profit areas
  • Extras add up
  • Dealer financing vs. your Credit Union
  • Plus more industry info you didn't know

Let us guide you through this process!

  • When:
    Thu, October 14, 2021

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

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Fraud Identity Alert

Fraud Identity Alert

Related Fraud Alerts

by alex

Car Buying 101 - Aug 18

Car Buying 101

Tricks of the Trade
Learn More

YOUR ONE-STOP SOLUTION TO THE CAR BUYING PUZZLE.

We want our members to feel cool and confident throughout the car buying process. That’s why we’re providing online tools and resources that can empower you to make the right decisions when buying a car.

Our special guest speaker is Mr. Bill Goldberg, Founder and CEO of Auto Advisors. Learn insider information about the car buying experience:

  • How to get more for your trade-in
  • Internet car-buying pitfalls
  • Dealership profit areas
  • Extras add up
  • Dealer financing vs. your Credit Union
  • Plus more industry info you didn't know

Let us guide you through this process!

  • When:
    Wed, August 18, 2021

  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

email scam background

Business Email Compromise during COVID-19

Business Email Compromise during COVID-19

The U.S. Attorney’s Office is warning small businesses that received loans through the Paycheck Protection Program (PPP) of a dramatic increase in reports of business email-compromise schemes related to the program. Scammers are using information about PPP recipients posted by the Small Business Administration (SBA) to impersonate PPP lenders requesting additional information about PPP loan applications or loan forgiveness.

What You Can Do:

  • Layered security approach.
  • There is no such thing as 100% prevention and authentication. Always assume a phish or scam.
  • Continuously detect, investigate and prioritize risk.
  • Use analytics, automation, and orchestration to detect and respond faster.

Related Fraud Alerts

by alex

car dealer

Car Buying 101 - March 9

Car Buying 101

Tricks of the Trade
Learn More

Learn insider information about the car buying experience:

  • How to get more for your trade-in
  • Internet car-buying pitfalls
  • Dealership profit areas
  • Extras add up
  • Dealer financing vs. your Credit Union
  • Plus more industry info you didn't know

  • When:
    Tue, March 9, 2021
  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex

family in their new home

Homebuying 101 – Feb 23

Homebuying 101

Learn More

This presentation covers the basics of the homebuying process and gets you prepared to find your dream home. You'll learn:

  • The steps involved in the homebuying process
  • The variety of lending options available when trying to buy a home
  • Everything you'll need to have for a successful closing
  • And more!

  • When:
    Tue, February 23, 2021
  • Where:
    Online via Zoom

  • The seminar starts from 6:00 PM – 7:00 PM EST

by alex