Events

Managing Health Care Expenses in Retirement

Fifty-seven percent of baby boomers said they had a "poor understanding" (31%) or know "almost nothing" (26%) about Medicare, according to a recent survey by Bankers Life and Casualty Company. Three-quarters of baby boomers (72%) did not know that most Americans on Medicare pay premiums, copays, and deductibles. One in seven thought Medicare was free. Only 14% knew that Medicare does not cover long-term care. A health care crisis is looming in this country, and it is essential for retirees to understand what they need to do to prepare for it financially.

Basics of Investing

2023 Tax Strategies

This presentation is designed for anyone who is planning for retirement, or who is already retired and wants to make sure they are taking advantage of all of the tax benefits available.

The New Retirement Rules: Understanding SECURE Act 2.0

The SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) has passed, making it the most significant piece of retirement legislation since the original SECURE Act was approved in 2019.

2023 Key Financial Data

The 2023 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!"

Year-End Planning - 2022 Last Chance Financial Planning Checklist

Fall is an ideal time to examine your financial health and update your financial plans. This is a presentation of the important things to review that might make a difference in your year-end review and plans for next year. We will address 8 different areas of your financial life: 1. Taxes 2. Retirement 3. Investments 4. Insurance 5. Milestones 6. Health 7. Changes 8. Family 

Getting Long-Term Care Planning Right

In this webinar, we will explore four different keys for long-term planning. Key #1 - Long-term care is MORE than just the popular image of an elderly person sitting alone in a nursing home. Key #2 - Relying on Medicare or Medicaid is NOT a plan most people want to rely on for long-term care - and many aren't eligible anyway Key #3 - Given historic problems with long-term care insurance, it's understandable people have avoided making a plan. Plan #4 - New approaches to planning for long-term care address people's skepticism and provide a wide range of flexible options for people at all stages of financial planning and health.

Social Security: Basic Rules and Claiming Strategies

In this webinar, we will your answer questions like why does it matter when I apply? And when should I do it? We will discuss how your benefits are taxed—and what you can do about it. Also, we will learn how to avoid making a poor (and almost irreversible) Social Security claiming decision.

The Real Truth About Annuities

At this workshop, we will separate the facts from the misconceptions about annuities and touch on the following subjects: - What an annuity is and who they are for - Four types of annuities - Providing for a spouse or beneficiaries - Annuities are not just for income - Things to watch out for While not for everyone, an annuity can be a powerful tool that is flexible enough to solve many problems for retirees.

Six Steps to Legacy Planning for the Generations

When it comes to leaving behind a legacy for the next generation, most people don’t have a plan. But we want to ensure that our wealth, values, and history transfer to our children and grandchildren. Sometimes you need a helping hand getting started, and this seminar aims to do just that.

Investing In a Market Downturn

8 principles we will cover in this webinar... - It pays to own stocks - Pullbacks (and even corrections) are to be expected, keep a long-term view to protect your long-term goals - Higher rates do not mean the end to equity gains - Volatility often comes with raising rates and midterm elections - Non-Recession bear markets are typically more shallow and rare - Market timers miss out - Make lemonade when you have lemons (engage in creative tactics to increase your wealth) During a market downturn, these principles will help create opportunity and ease the pain of a drawback.

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?”

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.

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.

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?

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!"