Broker Check
07 Oct
Part 3 - Are you Ready? Protection and Planning for What’s Most Important to You


Wow! We can’t believe we’re already on the third and final webinar in our series, "Are You Ready? Protection and Planning for What's Most Important to You".  In the first two sessions, you learned how life insurance and long-term care insurance can, and should be, part of your protection strategy. Now let’s talk about your planning strategy.

The final session in our series is: Financial Planning – Don’t Worry, Be Happy! Have you ever heard the phrase “failing to plan is planning to fail”? Well, that may not be far from the truth when it comes to retirement planning. People are living longer, healthcare costs continue to rise, and both inflation and the uncertainty of investment performance can impact our retirement savings. How do you know if you’ve saved enough?

Please join us as we share with you the aspects of a financial plan and how we can help you build a personalized plan that will help you prepare for the “certainty of uncertainty”.

If you have questions about the event, please contact us at

Date and Time

Thu, Oct 07, 2021

11:00a - 12:00p PST


Zoom Webinar


You are required to register via the green Register button if you plan to attend this virtual event. Once registered, you will receive a confirmation email with instructions to join.


Event Registration