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Events

This is where you can view, sign up, or find out more about the webinars that are hosted on a monthly basis. We encourage you to check out our list of upcoming events, as well as on-demand versions of past presentations.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 19, 2022

6:00p - 7:00p

Zoom Webinar

Strategies to Help You Save Taxes and Get More Out of Your IRA

This presentation will answer questions like, “How much are my withdrawals taxed? When do I need to begin taking withdrawals? How much will I have to take? What happens to my IRA when I die?” And perhaps most importantly, “How can I minimize my taxes so I can spend more of my hard-earned money?”

April 19, 2022

6:00p - 7:00p

Zoom Webinar

What You Need to Know About Social Security

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

March 24, 2022

6:00p - 7:00p

Zoom Webinar

How Tax Planning Changes Through Four Stages of Retirement

The spending phase of retirement is more complicated than the savings phase of pre-retirement. Unfortunately, tax planning is often overlooked – this is like planning to lose money! You have to know what your "after-tax" retirement savings picture looks like before retiring, and create a strategy.

March 3, 2022

6:00p - 7:00p

Zoom Webinar

30 Minutes of Medicare Basics

During this presentation we'll address common questions that we receive about Medicare such as: What does Medicare cover? How do the four parts of Medicare work together? When do I have to enroll in Medicare? How does Medicare work with the insurance I already have?

February 10, 2022

6:00p - 7:00p

Zoom Webinar

2022 Key Financial Data

The 2022 Key Financial Data presentation puts many important financial numbers right at your fingertips – in a simple to understand way. Organize your finances at your convenience without having to search the internet for numbers on tax brackets, deductions, credits, Social Security, Medicare, retirement plans, and more. Key Data is a quick resource that offers those figures in one "cheat sheet!"

Event Registration