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Events

Upcoming Events

July 5, 2022

7:00p - 8:00p

Zoom Vidoe Conference

Four Keys to Making a Difference in a Family Caregiving Challenge

Families need to ask: What happens when an elderly parent needs caregwingf What's the best way to guarantee our loved ones get the best care possible? Do we knov who will oversee our narente carp? Has anvone discussed now careging exoenses will be covered.

August 2, 2022

7:00p - 8:00p

Zoom Video Conference

September 6, 2022

7:00p - 8:00p

Zoom Video Conference

October 12, 2022

7:00p - 8:00p

Zoom

Savvy Medicare Planning

Now is the time to start planning for healthcare expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. This workshop is purely educational. No specific insurance or investments products will be discussed.

Past Events

June 29, 2022

6:00p - 6:30p

Zoom Webinar

Market Update With BlackRock

We invite you to join us for a Webinar along with our strategic partner, BlackRock, the world’s largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Brett Wager, VP, a Product Strategist in Multi-Asset Strategies & Solutions and Chair of the Cryptoasset Forum. Together, we will continue our discussion of recent market volatility and hopefully provide some clarity in this time of uncertainty.

June 7, 2022

7:00p - 8:00p

Zoom Vidoe Conference

Six Steps to Legacy Planning for the Generations

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn't be that way.

May 3, 2022

7:00p - 8:00p

Zoom Vidoe Conference

Savvy IRA Planning

Tax-saving strategies to help you get more out of your IRA

April 14, 2022

6:30p - 7:00p

Zoom Vidoe Conference

April 5, 2022

7:00p - 8:00p

Zoom Video Conference

Savvy Social Security For Baby Boomers

PROBLEM: People are hurting their retirements by making terrible, costly decisions about Social Security. PROBLEM: People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they've heard repeated over the years.

March 1, 2022

7:00p - 8:00p

Zoom Video Conference

Taxes In Retirement

You need a retirement tax strategy that will: Identify the types of taxes you will face at various stages Address how taxes impact Social Security and Medicare Plan when to tap different accounts so you don't overpay taxes.

February 8, 2022

7:00p - 8:00p

Zoom Video Conference

Savvy IRA Planning

Tax-saving strategies to help you get more out of your IRA.

January 31, 2022

7:00p - 8:00p

Zoom Webinar

2021 Year in Review Webinar

The Year in Review and a Look Ahead: Strategy Ideas for 2022 and Beyond

January 15, 2022

11:00a - 12:00p

Zoom Video Conference

January 12, 2022

7:00p - 8:00p

Zoom Video Conference

2022 First Quarter Market Outlook

Market Outlook is a webinar that discusses the current economic environment and offers an outlook for the coming quarter.

January 12, 2022

7:00p - 8:00p

Zoom Video Conference

2022 First Quarter Market Outlook

Market Outlook is a webinar that discusses the current economic environment and offers an outlook for the coming quarter.

December 14, 2021

7:00p - 8:00p

Zoom Video Conference

Savvy Social Security Planning

PROBLEM: People are hurting their retirements by making terrible, costly decisions about Social Security. UNPACKING PROBLEM: People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they’ve heard repeated over the years.

November 18, 2021

7:00p - 8:00p

Zoom Video Conference

Savvy Tax Planning

Do you know how tax planning changes through the four stages of retirement? Its harder than you think and it needs careful planning. Find out how!

November 9, 2021

7:00p - 8:00p

Zoom Meeting

Financial Wellness 101

What are your financial goals? A vacation? retirement? A new home? Maybe and emergency fund? The Financial Wellness 101 workshop can help you purse your financial goals with concrete information and tools designed to move you closer to financial freedom.

Event Registration