Elevate Your Finances during Financial Literacy Month

Since 2004, April has been celebrated as National Financial Literacy Month in the United States. This year, we’re equipping you with resources help you reach your retirement goals!

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Retirement Education Agenda

The following lessons are crafted for individuals seeking to boost their financial knowledge and actively pursue their financial goals

7 Retirement Planning Myths

Discover the realities of retirement planning. This lesson debunks common myths, clarifies the role of Social Security, Medicare, and estate planning, and explores effective debt management and investment strategies.

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Investing at Every Age

Investing at different stages of life is crucial for building a secure financial future. Let’s explore key tips and strategies for investing in your 30s, 40s, and 50s.

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How Much Do I Need to Retire?

Join us for an essential course for anyone planning for a comfortable retirement. Delve into the intricacies of retirement planning, including the 4% rule, age-specific savings goals, and the critical Income Gap Analysis.

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Money Lessons

The following lessons are provided as a courtesy by our friends at FinPath Wellness.

Navigating Student Loan Repayment Like a Pro

Let FinPath coaches guide you through the intricacies of student loan management, empowering you to make informed decisions and achieve financial success.

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Strategies for Calculating Your Retirement Savings Goal

From managing finances to determining retirement income needs, this lesson will help you prepare for a financially secure and stress-free transition retirement.

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Transforming Your Finances with Credit & Debt Management

How are credit scores and debt related to each other? Join FinPath coaches as they show you how to conquer your credit and develop good debt management practices.

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Book a Personalized Retirement Planning Session

Schedule a 1:1 meeting with our team to help you develop a personalized retirement plan tailored to your unique financial situation and goals. We’ll discuss strategies for saving and investing, and help you navigate the complexities of retirement planning.

Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International. Recordkeeper and Third Party Administrator services offered through TCG Administrators, a HUB International Company. FinPath is offered through RPW Solutions.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services, and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International.

This is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments in any of the plans discussed or an affiliated entity. An investment in the plans carries the potential for loss. This presentation is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.