facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Webinars

Focused insight on timely, relevant topics. Start planning your retirement. 

WEBINAR REPLAY: Retirement Spending: What You Need To Know Before You Retire, March 2023

Don't miss out on your chance to RSVP for our next webinar designed to help you prepare for your spending needs in retirement, BEFORE you retire. In this educational webinar, you will: • Learn what retirees are spending and how to evaluate your spending needs. • Determine if your spending needs are reasonable with respect to your resources. • Identify if you will have margin built in for entertainment, emergencies, and unexpected expenses.

Read More

WEBINAR REPLAY: Timing is Everything, March 2023

Retirement is a life changing event that can be really exciting...and maybe even a little scary. Are you prepared for the next phase of your life? In this educational webinar, you will learn: - How to maximize Social Security benefits - How to minimize taxes in retirement, especially if you have other retirement assets such as a 401K or pension - How to avoid running out of money when you need it the most - What Medicare will really cost you - How to dial in your spending plan before retirement - How to avoid common pitfalls that many retirees face

Read More

WEBINAR REPLAY: Secure Act 2.0, January 2023

This new legislation aims to strengthen the retirement system and improve Americans' financial readiness for retirement. Please view our webinar replay where we discussed: - The age to start taking required minimum distributions (RMDs) will increase to 73 in 2023 and to 75 in 2033. - The penalty for failing to take an RMD will decrease to 25% of the RMD amount for IRAs, and to 10% if corrected in a timely manner. - RMDs will no longer be required from Roth accounts in employer retirement plans starting in 2024.

Read More

WEBINAR REPLAY: Q4 Market Update 2022

In this webinar we covered a macroeconomic update of the markets, the key things we are watching right now, and our outlook for the remainder of 2022 and into 2023. During this webinar we discussed: Status of the bond market Economic growth Corporate earnings Financial conditions When inflation will decline

Read More

ON DEMAND WEBINAR: Planning Makes a Difference

Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations, and goals – how you feel and what you want.

Read More