LIVE RETIREMENT WEBINARS
Understand your options. Protect what you've built. Prepare for the retirement you want.
OUR VISION
We believe everyone deserves to understand their financial options before making important decisions about their future. American Dream Retirement and PlanRight make retirement and financial concepts easier to understand through clear education, live webinars, and straightforward conversations about protection, growth, income, tax diversification, and legacy planning. We explain both the potential benefits and important considerations of different strategies, helping individuals become better informed and prepared to make decisions that fit their goals. When personalized guidance is needed, we connect individuals with appropriately licensed professionals who can help them explore their options.
LIVE ON ZOOM • AVAILABLE ACROSS THE U.S.
Free Registration • Live Online • Available Nationwide
WHY THESE WEBINARS?
Retirement decisions can feel complicated. Education can make them clearer.
You've spent years working and saving for retirement. But as retirement gets closer, the questions often change. How should you protect your savings? What should you do with an old 401(k)? Should you renew that CD? How can retirement savings become income? What role can taxes, market risk and longevity play? Our live educational webinars are designed to help you better understand the options available so you can ask better questions and make more informed decisions about your retirement.
WHAT WE'LL COVER
1- CD OWNERS
Before You Renew That CD… See What Else Your Money Could Do
Learn about CDs, liquidity, principal protection, growth potential and other considerations for long-term retirement savings.
2- PREVIOUS EMPLOYER 401(k)
You Left the Job. Why Is Your 401(k) Still There?
Learn about the choices that may be available for retirement accounts left with previous employers, including keeping the plan, consolidation and rollover considerations.
3- APPROACHING RETIREMENT
Retirement Is Getting Close. Is Your Money Ready?
Explore the transition from accumulating retirement assets to protecting them and creating retirement income.
4- TAX DIVERSIFICATION
Building Tax-Free Income for Retirement
Learn about retirement tax diversification and strategies that may provide tax-advantaged access when properly structured and applicable.
5- $1 MILLION+
You Built $1 Million+. Now What?
A premium retirement-education webinar covering protection, growth, income, liquidity, tax diversification and legacy considerations for households with substantial retirement assets.
There Is No One Retirement Strategy That's Right for Everyone.
Different retirement strategies have different benefits, limitations, costs and purposes.
Our goal is to help you understand those differences so you can ask better questions and make more informed decisions about your retirement.
Free Registration • Live Online • Available Nationwide
EDUCATION FIRST
No One Retirement Strategy Is Right for Everyone.
CDs, 401(k)s, IRAs, investments, insurance products and annuities can each serve different purposes.
Our educational events are designed to explain concepts and options including potential advantages, limitations, liquidity considerations, tax considerations and other factors that may affect an individual's retirement strategy.
The appropriate approach depends on your goals, financial situation, time horizon and individual needs.
American Dream Retirement provides retirement education and marketing to individuals and connects them with licensed professionals authorized to provide information and quotes for retirement products.
PlanRight focuses on helping individuals and families better understand financial protection and retirement strategies and connecting consumers with licensed professionals who can help them explore available options.