FAQs from Registrants - Part Two
How will I be notified about future events?
If you are unable to attend your scheduled event, your registration can be canceled in TrailMap, and the advisor’s office will notify you about future event opportunities.
How do I change my meal choice?
Meal selections may not always be able to be changed after registration. However:
Add a note in TrailMap regarding the request
Advise the registrant to mention the request again during event check-in
What topics will be covered at the event?
Dinner Events
For dinner events, topics are typically listed on the event landing page and can be reviewed there directly.
Educational Workshops
Educational events focus on specific retirement planning topics, including:
Tax Planning
Learn strategies designed to help reduce or eliminate unnecessary taxes in retirement and maximize retirement income.
Women’s Retirement Planning
Explore the unique financial and retirement planning challenges women may face and strategies to help prepare confidently for retirement.
Estate Planning
Understand how to help protect assets from unnecessary taxes and fees while ensuring beneficiaries are cared for according to your wishes.
Social Security Planning
Learn strategies designed to help maximize Social Security benefits and create more reliable retirement income.