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Retirement Planning Webinars – Avoid Costly Retirement Mistakes

At Fellowship Financial, we know that managing your money wisely means being knowledgeable about the options available to help you achieve your goals. That’s why we emphasize financial education with our clients. This focus on education is why we regularly host retirement planning webinars, on topics that include:

• Social Security Maximization
• Required Minimum Distributions (RMDs)
• Retirement Income Investing
• 401(k) & IRA
• Long-Term Care
• Annuity
• Pension

And many more!

Selling Stock? Consider Taxes, Timing, and Your Bigger Plan

When One Spouse Handles the Money: What to Organize First

Drug Costs Changed? Review Your Health Plan Each Year

Working Part Time in Retirement: What It Means for Your Plan

Too Much in One Stock? Plan Around Risk, Timing, and Taxes

Helping Adult Kids Without Putting Your Retirement at Risk

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© 2026 Fellowship Financial Group

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Fellowship Financial Group. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Fellowship Investment Advisors, LLC and Sound Income Strategies, LLC, SEC Registered Investment Advisory firms. Fellowship Financial Group and Sound Income Strategies LLC are not associated entities. Fellowship Financial Group is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities. 2023 Sound Income Strategies.

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