Virtual Financial Education Made Easy…
And it’s FREE!

The Benefits of Financial Education

Due to recent tax law changes, increased longevity, rising health care costs, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. At Retirement Solutions, LLC, we are committed to helping you make informed financial decisions by providing time-tested strategies in an easy to understand format. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, we can help you plan your future with confidence.  By utilizing our financial education programs, you can learn about the many ways to better prepare for retirement as well as the advantages and disadvantages of each. You will also discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Most importantly, our programs will show you how to assess your financial situation and develop a personalized plan to achieve you retirement goals.

Who Should Participate

Our financial education programs contain something for everyone. We address a number of financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Each program is designed to teach you how to build wealth and align your money with your values in order to help better accomplish your goals. Whether you are starting out, nearing retirement or have just recently retired, the information that you learn from our programs will provide tremendous value and deliver a lifetime of rewards.

The Difference between Education & Information

These days, just about anyone can get the latest financial news with a simple click of a button. However, for many people, it is extremely difficult to use this information to make informed financial decisions and plan for your retirement. Our team of experienced financial services professionals are committed to helping you save time by delivering comprehensive, objective knowledge that can easily be applied to your situation. When it comes to helping you better prepare for your financial future, it makes sense to learn from a reliable, trusted source. Let Retirement Solutions help you today!

We Will Be Adding Additional Program Dates - Please call either (315) 735-5800 or (518) 244-8334 to RSVP

Virtual Program Descriptions

Investment Basics

This program will cover the basic fundamentals of investing such as the power of compounding, tax deferral, dollar cost averaging, setting realistic goals, the relationship between risk and return, various types of financial instruments, asset allocation strategies and other related content.

Medicare Basics

This program will help you better understand Medicare. Common misconceptions surrounding Medicare and what it covers will also be addressed, including important filing deadlines. Medicare Advantage plans and supplemental coverage options will be discussed in great detail.

Planning for Long Term Care

The focus of this program is to protect your life savings. The program will address such issues as the risk of needing care, cost of care, types of care as well as the differences between Medicaid and Medicare.

Estate Planning Basics

In this program, we’ll take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs, and help you in determining whether you might benefit from working with a financial planning professional.

Contact Us

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Securities are offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, Syracuse, New York 13214. Member FINRA/SIPC. Advisory Services are offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor. Check the background of Hazard & Siegel, Inc. and its representatives on FINRA's BrokerCheck