Upcoming Events

Morning Brew Workshop: Defending Your Retirement from Rising Healthcare Costs


Date: Friday, November 03, 2017
Time: 10:00am

Join us on Friday, November 3, 2017 at 10:00am at the Dish Restaurant for our Morning Brew Workshop with guest speaker and long-term care expert Andrew McGrath. Andy brings more than 13 years in the life insurance industry with a focus on long-term care. He is an excellent educator who simplifies ideas and presents them in a style that is clear and compelling.

Andy will cover topics such as:

The facts about Long-Term Care insurance

How LTC can impact your retirement, if you need it.

How to protect your assets from Long Term Care costs.

What if I never use my LTC policy?

How to leverage your assets for greater LTC protection

Factors that determine premium.

Options for LTC protection (traditional, self-insured, new options)

 

We expect this to be a capacity crowd, so please make your reservations early and bring a friend! Call 219-548-9370.

Teachers Retirement Workshop


Date: Saturday, November 04, 2017
Time: 9:00am - 11:00am

The Porter County Retired Teachers Association and Blue Sky Financial Partners are hosting a Teachers’ Retirement Workshop.

Open to ALL school employees.

Saturday, November 4th from 9:00am – 11:00am at Valparaiso High School.

The State of Indiana no longer provides PERF and TRF workshops. Blue Sky Financial is here to provide answers to your educator-specific retirement questions.

You’ve worked hard as an educator and have saved for retirement. Now that retirement is here, you may be wondering what decisions need to be made. You may be asking questions like:

  • Will I have enough to retire?
  • Will my money last through retirement?
  • Which assets should be accessed now and in the future?
  • How can I maximize my retirement accounts?
  • Will a Social Security offset affect me?
  • How can I minimize taxes and maximize returns?

Learn answers to these questions and more from Todd Wooten, a Retirement Planning Professional and IRA Preservation Specialist.

Reservations are required to this free workshop. Spouses are encouraged to attend. Please call (219) 548-9370 to reserve your seats.