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Events

Please join us for an upcoming webinar.  

 

Upcoming Events

Basics of Retirement Planning (Pacific)

April 16, 2024 2:00p - 3:00p Pacific Standard Time

webinar

Take away the Fear Factor! When it comes to retirement planning, there are a number of savings vehicles and investment options to understand and consider. There are assumptions you need to make about inflation, Social Security benefits, your longevity and health care expenses during retirement. It’s a lot to think about, especially if you don’t know where or how to start. The good news is that it doesn’t have to get too complicated. Join this month's webinar to learn the basics of retirement planning, and steps to achieving retirement saving success.

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Six Steps to Legacy Planning (Central-Wed)

April 17, 2024 12:00p - 1:00p Central 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.

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What's New with Social Security? (Eastern)

April 17, 2024 6:00p - 7:00p 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. 

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The Good, the Bad and the Ugly: Annuities (Mountain/Central)

April 18, 2024 2:00p - 3:00p Mountain 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.

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Six Steps to Legacy Planning (Central-Sat)

April 20, 2024 9:00a - 10:00a Central 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.

Register

Savvy Tax Planning: Changes Through Retirement (CT)

April 23, 2024 2:00p - 3:00p 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.

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Estate Matters: Principles of Preserving Wealth (PT)

April 24, 2024 2:00p - 3:00p Pacific Standard Time

webinar

Join us for an educational webinar on Estate Management. We'll discuss fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime, preserving assets you've spent a lifetime building.

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Six Steps to Legacy Planning (Pacific & Hawaii)

April 25, 2024 2:00p - 3:00p Pacific 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.

Register

Six Steps to Legacy Planning for the Generations (Central)

April 27, 2024 9:00a - 10:00a Central 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.

Register

Healthcare Expenses in Retirement (Mountain/Central)

April 30, 2024 12:00p - 1:00p Mountain Standard Time

webinar

In planning your retirement, it's important to include health care expenses in your overall financial plan. Join us for an informative webinar to discuss Medicare and Long-Term Care.

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Savvy IRA Planning (Central - Wed)

May 1, 2024 12:00p - 1:00p Central Standard Time

webinar

Have questions about your retirement accounts? Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn strategies to coordinate your IRA planning with your overall retirement plans.

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Savvy IRA Planning (Central - Thurs)

May 2, 2024 3:00p - 4:00p Central Standard Time

webinar

Have questions about your retirement accounts? Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn strategies to coordinate your IRA planning with your overall retirement plans.

Register

What's New with Social Security? (Mountain/Pacific)

May 4, 2024 9:00a - 10:00a Mountain 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. 

Register

Past Events

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.

Event Registration




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