Events
Please join us for an upcoming webinar.
Upcoming Events
Roth IRA Conversions (Mountain/Central)
March 19, 2024 12:00p - 1:00p Mountain Standard Time
webinar
A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.
Retirement Income Strategies for Investors (Part 2)
March 19, 2024 2:00p - 3:00p Pacific Standard Time
webinar
You spend a lifetime building a retirement nest egg, but once you retire—will it last? Market uncertainty has many wondering how to convert their lifetime savings into lifetime income for retirement. Smart investors can use advanced strategies to help avoid what is often one of their biggest fears—running out of money in retirement. Join our webinar to learn more about retirement income challenges you are likely to face, Social Security choices available to you, and tax-smart withdrawals that may allow you to extend your retirement income strategy and keep more of what you’ve saved.
What's New with Social Security? (Eastern)
March 20, 2024 2:00p - 3:00p Eastern Standard Time
webinar
In this webinar we'll cover seven things you need to know about changes with Social Security in 2024, including how the cost-of-living adjustment may affect your benefits, and the status of the Social Security trust fund.
Tax Planning Changes Through Four Stages of Retirement (Wed)
March 20, 2024 3:00p - 4:00p Central Standard Time
webinar
Tax planning in retirement can be unexpectedly difficult. In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Join our next webinar to learn how to create a retirement tax strategy.
A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.
The Good, the Bad and the Ugly: Annuities (Pacific & Hawaii)
March 26, 2024 2:00p - 3:00p Pacific Standard Time
webinar
Annuities: what are they and who would want one? We've all heard certain misconceptions associated with annuity products. Join us for an objective view of the pros and cons, the different types that are available, some negative stereotypes associated with these products, and what questions to ask during a review if you have an existing annuity. Please Note: This webinar starts at 2pm Pacific /11am Hawaii, and will last about an hour.
The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. We invite you to join us for an informative presentation where you will learn important rules and strategies for collecting your retirement benefits.
Six Steps to Legacy Planning for the Generations (Eastern)
March 27, 2024 7:00p - 8:00p Eastern Standard Time
webinar
Leave Your Mark for the Next Generation! 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? If you do nothing, your legacy will write itself, for better or worse. Don't let that happen. Join our next webinar to learn more.
Six Steps to Legacy Planning for the Generations (MT/CT)
March 28, 2024 12:00p - 1:00p Mountain Standard Time
webinar
Leave Your Mark for the Next Generation! 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? If you do nothing, your legacy will write itself, for better or worse. Don't let that happen. Join our next webinar to learn more.
A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.
A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. Join our webinar to learn more about how a conversion may help you keep more of your retirement money.
Savvy Tax Planning: Changes Through Retirement (MT/CT)
April 4, 2024 12:00p - 1:00p Mountain Standard Time
webinar
Tax planning in retirement can be unexpectedly difficult. In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Join our next webinar to learn how to create a retirement tax strategy.
In this webinar we'll cover seven things you need to know about changes with Social Security in 2024, including how the cost-of-living adjustment may affect your benefits, and the status of the Social Security trust fund.
Seven Things You Need to Do Before You Retire (Central)
April 9, 2024 6:00p - 7:00p Central Standard Time
webinar
Are you as prepared for retirement as you'd like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can profoundly impact your retirement plan. Join us to learn more about your options.
Seven Things You Need to Do Before You Retire (Northern CA)
April 10, 2024 6:00p - 7:00p Pacific Standard Time
webinar
Are you as prepared for retirement as you'd like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can profoundly impact your retirement plan. Join us to learn more about your options.
Life After Work: Create a Good Life in Retirement (MT/CT)
April 11, 2024 12:00p - 1:00p Mountain Standard Time
webinar
Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. Join us to learn 4 strategies that can help you protect and sustain your retirement income.
Seven Things to Do Before You Retire (Pacific & Hawaii)
April 11, 2024 2:00p - 3:00p Pacific Standard Time
webinar
Are you as prepared for retirement as you'd like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can profoundly impact your retirement plan. Join us to learn more about your options.
Six Steps to Legacy Planning for the Generations (Eastern)
April 13, 2024 9:00a - 10:00a Eastern Standard Time
webinar
Leave Your Mark for the Next Generation! 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? If you do nothing, your legacy will write itself, for better or worse. Don't let that happen. Join our next webinar to learn more.
Past Events
Six Steps to Legacy Planning for the Generations (MT/PT)
March 16, 2024 9:00a - 10:00a Mountain Standard Time
webinar
Leave Your Mark for the Next Generation! 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? If you do nothing, your legacy will write itself, for better or worse. Don't let that happen. Join our next webinar to learn more.