Plan It Right. Live It Fully.
RetireWell isn’t just another webinar series, it’s your roadmap to a confident retirement. This four-part series helps pre-retirees understand the pillars of a fulfilling next chapter: maximizing your social security benefits, navigating medicare, preparing for the emotional shift, and creating an income plan that lasts.
Join Our Four Part Interactive Series
Social Security Simplified: A Guide to Your Earned Benefits
When and how you claim Social Security could mean thousands of dollars difference in your retirement income.
Tuesday, September 23, 2025
6:00 PM Central Daylight Time
Speakers:
Stephen Barns, AWMA®, AIF®
Brennan McCutchen, AIF®
Medicare 101 – Navigating Healthcare in Retirement
Learn the basics of Medicare, enrollment timelines, costs, and supplemental coverage in this educational session.
Wednesday, October 1, 2025
6:00 PM Central Daylight Time
Speaker:
Stephen Barns, AWMA®, AIF®
Emotionally Preparing for Retirement — Transition with Confidence
Discover how to navigate retirement with purpose, balance, and meaningful connections that make life after work truly fulfilling.
Wednesday, October 15, 2025
6:00 PM Central Daylight Time
Speakers:
Jania Stout
Terra McBride, MBA
Income in Retirement – Building a Reliable Financial Foundation
A successful retirement isn’t just about saving; it’s about creating steady income you can rely on.
Wednesday, November 5, 2025
6:00 PM Central Daylight Time
Speakers:
Mary J. Lucas, CTFA
Daniel A. Jack, JD, MBA, RICP
Meet Your Speakers
Stephen Barns, AWMA®, AIF®
Financial Advisor
Learn more about Stephen
Brennan McCutchen, AIF®
Financial Advisor
Learn more about Brennan
Jania Stout
President, Retirement & Wellness
Learn more about Jania
Terra McBride, MBA
Chief Marketing Officer
Learn more about Terra
Mary J. Lucas, CTFA
National Director of Financial Planning & Client Experience
Learn more about Mary
Daniel A. Jack, JD, MBA, RICP
National Director of Insurance Solutions
Learn more about Daniel
Featured Resources
RECENT FRAUD ALERTS: Prime Capital Financial is working to keep you aware of the latest scams and threats to your identity. Click here to read the most recent alerts and helpful information
RECENT FRAUD ALERTS: Prime Capital Financial is working to keep you aware of the latest scams and threats to your identity. Click here to read the most recent alerts and helpful information
Retirement Calculator
See how your money could grow in retirement with our free, easy-to-use calculator—no guesswork, just clarity.
Setting Your Student Up for Success
Start with a solid foundation—download our free brochure packed with smart, practical tips to help young adults take control of their financial future.
Taxes & Living in Retirement
Download our free brochure to uncover smart strategies for minimizing taxes and maximizing income in retirement.
Ready to chat?
Simply choose a time that works for you from our calendar. We look forward to talking to you!
Accolades & Recognition
