Webinars

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? The webinar delved into the following topics: How to maximize Social Security benefits How to minimize retirement taxes, especially with 401(k) or pension assets 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

Don't miss the 2024 Q4 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - What’s the current outlook for the election? - Is the Fed behind the curve? - Is the economy slowing? - The next recession

One of the most important decisions you can make is deciding when to claim Social Security. Whether you are single, married, divorced, or widowed, there are ways to maximize the lifetime benefits you receive. During this event, we discussed the critical things to think about when incorporating Social Security into your retirement planning. Areas of discussion included: - Who is eligible for Social Security? - How your benefit is calculated - The taxation of Social Security benefits - Maximizing spousal and survivor benefits - Will Social Security be there for me? - When to delay, when to file early, and why?

Don't miss the 2024 Q3 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2024 - Economic growth trends - Corporate earnings analysis - Inflation forecasts - Market performance before and after rate cuts

Are you being forced to retire early for any reason? No matter the reason, you should have a thoughtful plan of action should you be faced with this scenario. During this webinar, our President and CIO, Matt Wilson, discussed the steps you should take to be prepared to navigate this complex transition. The webinar delved into the following topics: - Health Insurance - Social Security - Pension Plans - Debt - Budgeting - Investment Decisions

Don't miss the 2024 Q2 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2024 - Economic growth trends - Corporate earnings analysis - Inflation forecasts - The most important long-term market indicator