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Seminars & Events

  • Social Security and Your Retirement

    | Heritage Way Investment Insurance and Retirement Seminar
    April 9, 2025

    An older couple poses on the beach

    Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way!

  • Understanding Medicare

    | Heritage Way Investment Insurance and Retirement Seminar
    April 15, 2025

    A doctor checks on an elderly woman patient in the hospital

    Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence.

  • Income for Life

    | Heritage Way Investment Insurance and Retirement Seminar
    May 15, 2025

    A girl cooks with her grandfather

    You have have retirement goals and plans for their future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. 

  • The Three Transitions to Retirement

    | Heritage Way Investment Insurance and Retirement Seminar
    May 27, 2025

    A grandmother gets a kiss on the cheek from her granddaughter

    Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.

  • Rollover Planning

    | Heritage Way Investment Insurance and Retirement Seminar
    June 3, 2025

    A retiree works on her laptop from her couch

    Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer?

  • Women and Investing

    | Heritage Way Investment Insurance and Retirement Seminar
    June 24, 2025

    Two women in an optical shop

    There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

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There is no cost and no obligation to attend these virtual seminars; however, space for these sessions is limited, so we urge you to make your reservations by registering for one of the sessions today. Please contact Pam Forte at 802.776.2190 with any questions about a virtual seminar or email her. We look forward to seeing you virtually.