FAQs  |  Site Search  |  Contact Us

Midwest Financial Partners Workshop

Upcoming Seminars

Date Time Place Topic
Saturday, October 10, 2015 10:00am Kemba Bridgetown Market Volatility & Your Finances
Wednesday, October 14, 2015 6:00pm Kemba West Chester Estate Planning
Thursday, October 15, 2015 1:00pm Kemba (Kroger Building) Retirement Income
Saturday, October 24, 2015 1:00pm Kemba Amelia Market Volatility & Your Finances
Wednesday, October 28, 2015 6:00pm Kemba West Chester Market Volatility & Your Finances
Tuesday, November 10, 2015 1:00pm Kemba (Kroger Building) Estate Planning
Wednesday, November 18, 2015 6:00pm Kemba West Chester Retirement Income
Wednesday, December 2, 2015 1:00pm Kemba (Kroger Building) Market Volatility & Your Finances
Wednesday, December 2, 2015 6:00pm Kemba West Chester Social Security & Medicare


Retirement Income

With increased market volatility, economic uncertainty, longer lifetimes and rising household expenses, achieving a great retirement seems harder all the time. But there are many ways you can plan for your great escape and enjoy your well-earned retirement!

This workshop will realistically discuss the challenges ahead and provide information about time-tested strategies you can start implementing right away. You'll learn how to help to:

• Make the most of your asset building years, including the retirement savings tax break you're entitled to
• Protect your nest egg from unnecessary losses
• Maximize your Social Security and Medicare benefits
• Pass on more to your heirs

Join us to get a firm grip on where your retirement finances stand today and what you must do now to achieve the retirement lifestyle you want for your future.

Social Security & Medicare

As you approach retirement, it is more important than ever to understand the role that Social Security & Medicare benefits can and should play in your overall retirement income plan. Join us for an overview of:

• How Social Security & Medicare benefits work for you and your spouse
• When and how to start receiving Social Security & Medicare benefits
• Opportunities to potentially increase your benefits throughout retirement


Family Love Letter

Estate Planning with a heart! This practical, sensitive workshop helps you face the difficult process of centralizing financial, legal and personal information so family and friends can take care of you and know how you would like end-of-life issues handled.

Attendees will receive the Family Love Letter which helps, among other things, to organize the details of your will, social security number, passwords to your computer/online accounts, and many other practical details. It can make a world of difference.

At this workshop we will cover:

• Estate Planning Documents
• The importance of Powers of Attorney--Medical and General
• Details on the Contents and Use of the Family Love Letter


Market Volatility and Your Finances: Navigating your finances during uncertain times




Financial Professionals of Midwest Financial Partners are registered representatives who offer securities products through AXA Advisors, LLC, a registered broker-dealer and member FINRA/SIPC, investment advisor representatives who offer financial planning and investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC, and insurance agents who offer annuity and insurance products through AXA Network, LLC.  Asset allocation, diversification and rebalancing do not guarantee a profit or protection against loss.

Securities and life insurance products/services are not offered by Kemba Credit Union.  The purchase of securities and/or life insurance products/services is not required to obtain credit or other services from Kemba Credit Union and/or its affiliates.

Securities (including mutual funds and 529 Plans), insurance products (including annuities) and investment advisory/financial planning products and services are:

• NOT insured by the National Credit Union Association (NCUA) or any state or federal agency

• NOT deposits or obligations of, or guaranteed by, Kemba Credit Union or any credit union or bank

• Subject to investment risks, including the possible loss of principal invested.

AXA Advisors and AXA Network do not provide legal, tax or accounting advice or services.  Financial Professionals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.   Midwest Financial Partners is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.   Midwest Financial Partners, AXA Advisors, LLC and AXA Network, LLC are not affiliated with Kemba Credit Union.