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Educational Seminar for Individuals, Families, Future Investors & Retirees

Whether you are brand new to investing, looking to sharpen your financial strategy or close to retiring and want to make sure you’re on track, our Investing 101 Seminar breaks down the basics in a way that’s clear, practical, and empowering.

What You’ll Learn:

  • How investing works and why it matters

  • The difference between stocks, bonds, mutual funds, etc.

  • Benefits of different types of accounts

  • How to grow your money while managing risk

  • Time vs. timing: the power of compound interest

  • Retirement savings strategies

  • Common myths, mistakes, and how to avoid them

Money Moves that Matter

Most people want to invest but don’t know where to start or who to trust. This seminar is designed to give you the tools to make informed, confident decisions about your financial future, whether you're saving for retirement, your kids’ education, or in retirement and want to make sure you don’t outlive your money.

Format:

  • 45–60 minutes (flexible based on your schedule)

  • Interactive and engaging, with Q&A

  • In-person or virtual delivery available

  • No cost to your company or employees

Who Should Attend:

  • Young professionals and first-time investors

  • Families planning for long-term financial goals

  • Anyone who wants to understand how to make their money work for them

  • Individuals approaching retirement and don’t want to lose money to taxes or fees

  • Retirees wanting to make sure they don’t outlive their money

Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.

Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.

In the U.S., securities are offered exclusively by PFS Investments Inc. Representatives not licensed with these entities cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099.


*Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.

Mortgage Loans - Important Disclosures

Primerica Mortgage, LLC, NMLS ID # 1723477 (https://nmlsconsumeraccess.org). EQUAL HOUSING OPPORTUNITY. Primerica Mortgage, LLC is a state licensed Mortgage Broker, with its headquarters office located at 1 Primerica Parkway, Duluth, GA 30099-0001. Phone Number: 1-855-357-1054. Mortgage products are offered through a contractual agreement between Primerica Mortgage, LLC and a third-party lender.; This is not a commitment to lend or extend credit. All loans, credit, and collateral are subject to underwriting and approval by the lender. Terms, rates, data, programs, information, and conditions are subject to change without notice. Not all loan products are available in all states. Specific program restrictions may apply so please consult your Mortgage Loan Originator (MLO) for complete details. Your MLO may only originate mortgage loans on real property that is located in a state where both Primerica Mortgage, LLC and the MLO are licensed to transact mortgage business. While refinancing your existing loan may reduce your monthly payment, your total finance charges may be higher over the life of the loan. Primerica Mortgage, LLC is a MORTGAGE BROKER ONLY, NOT A MORTGAGE LENDER OR MORTGAGE CORRESPONDENT LENDER. For additional disclosures and a complete list of states where residential mortgage loans are offered, please visit https://www.primerica.com/public/primerica_mortgage_disclosures.html

Representatives are not licensed to sell all products in all states/provinces/territories. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. Additional information about this investment professional is available on BrokerCheck. PFS Investments Inc. Customer Relationship Summary.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. Term life insurance products underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and by Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions.

In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.


Michigan: Primerica Mortgage, LLC. Michigan 1st Mortgage Broker License # FL0022649, Michigan 2nd Mortgage Broker Registrant # SR0024890.
Oklahoma: Primerica Mortgage, LLC. Oklahoma Mortgage Broker License # MB013617.


Primerica  Privacy Important Disclosures Primerica Mortgage, LLC (NMLS ID #1723477) Disclosures NMLSConsumerAccess.org Terms & Conditions Contact Fraud Alert Form CRS PFSI Disclosures

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