Webinars

Please join us for our annual market outlook virtual event replay.

Every year there are many retirees who are forced into an early retirement. In fact, according to the Employee Benefit Research Institute*, almost half of retirees enter retirement earlier than they expected. Often these people planned to work until age 65, but a health problem, care-giving demands, or early termination from work led them to an early retirement.

In this webinar we will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the remainder of 2021.

One of the most important decisions you will 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. At this event, we will discuss the critical things to think about when incorporating Social Security into your retirement planning.

During this webinar, Matt covered: A recap of what has happened in the first half of 2021 and our outlook for the remainder of 2021, the current state of the economic recovery, our thoughts on inflation, and what to expect from the Federal Reserve.

During this virtual workshop Matt discussed the critical tax questions you must answer BEFORE retirement, surprises that often make retirement more expensive, what the Social Security “tax trap” is and how you can avoid it and more!