Events
Each week our team presents educational webinars on a variety of topics, ranging from Roth IRAs to Retirement Income Planning to Social Security. View our list of webinars below and register for a session today.
Upcoming Events
Planning for Long-Term Care in Retirement | (For those located in the Central Time Zone)
Will You Need Long-Term Care? It can be hard to face the fact that our own physical or mental health might decline with age, or that a loved one may need support. But the reality is that many people end up needing some type of long-term care as they age. Join our webinar to learn strategies to pay for long-term care, including key features and government incentives for long-term care insurance, and how Medicare and Medicaid can factor into planning.
Estate Matters: Principles of Preserving Wealth | (For those located in the CT/ET time zones)
Trusts aren't just for Millionaires! No matter your level of wealth, planning for your estate is very important to your financial plan. Join our webinar to help demystify estate planning misconceptions, including the differences between a Will and a Trust and the importance of Powers of Attorney documents. 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.
Long-Term Care Protection Strategies | (For those located in the Pacific Time Zone)
Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Preparing for those expenses now can help you focus on the things you love in retirement. Join our next webinar to discuss what it means to need care, what it can cost, and how those costs could impact plans you've made.
How to Get Rollover Ready |(For those located in the Central Time Zone)
As you near retirement, you have a number of decisions to make about what to do with your 401(k) savings. Join our next webinar to discover your rollover options and learn steps for prepping your 401(k) money for retirement, rollover distribution options to consider, and how to avoid the biggest rollover blunders.
Seven Principles for a Successful Retirement | (For those located in the MT/PT time zones)
Are you on track for a comfortable retirement? Join our next webinar to explore the informed decisions you need to make, to create the plan you need for the retirement you want.
Roth IRA Conversions | (For those located in the PT/Hawaii time zones)
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.
Roth IRA Conversions | (For those located in the CT/ET time zones)
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 | (For those located in the CT/PT time zones)
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.
Seven Things to Do Before You Retire | (For those located in the PT/ MT / CT Time Zones)
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.
Savvy Cybersecurity: How to Hack-Proof Your Phone and Other Tips to Stay Safe
Our cell phones have evolved from devices to make a call to mini-computers we carry everywhere. But how to keep our personal information (and often work data too) as secure as possible? As we shop this the holiday season, keeping our data safe may be a persistent worry. Register for our webinar to learn eight things you can do that will make your smartphone more secure. From pins to updates to encryption, we'll cover the actions you can take today to keep out the hackers, identity thieves, and spammers. If we plan well enough before retiring, we should be able to manage healthcare expenses more easily than if we just ignore them. Register for our webinar to start planning today! Together we'll get comfortable with Medicare coverage (including doctor visits, hospital stays and prescription drugs), Medicare Advantage Plan and Medigap, and long-term care insurance. We'll also give practical suggestions for maintaining good health during retirement.
Savvy Tax Planning: Changes Through Retirement | (For those located in the PT/Hawaii time zones)
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.
Roth IRA Conversions | (For those located in the MT/PT time zones)
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: The Fragile Decade | (For those located in the CT/ET time zones)
Prepare for retirement happiness by turning apprehension into anticipation! The five years before and the five after retirement mark a period of massive change, with retirement being one of the biggest life transitions you’ll experience. While many people prepare for retirement as a destination, many miss exploring retirement as an opportunity to redefine themselves and recreate the next part of their life. Join our next webinar to understand the four core pillars of retirement happiness, to holistically prepare for retirement and focus on what matters most.
Creating an Estate Plan for Your Family | (For those located in the Central Time Zone)
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan aims to help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan. Join our webinar on Estate Planning Basics, to learn why you need an estate plan, and all about wills, trusts, life insurance, and key tax basics, including an overview of the federal gift tax and transfer tax.
Estate Matters: Principles of Preserving Wealth | (For those located in the Pacific Time Zone)
Trusts aren't just for Millionaires! No matter your level of wealth, planning for your estate is very important to your financial plan. Join our webinar to help demystify estate planning misconceptions, including the differences between a Will and a Trust and the importance of Powers of Attorney documents. 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.
Six Steps to Legacy Planning | (For those located in PT/Hawaii time zones)
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.
Savvy IRA Planning | (For those located in the MT/PT time zones)
Have questions about your retirement accounts? We have 7 IRA planning strategies for you! Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn tactics to coordinate your IRA planning with your overall retirement plans.
Tax Planning Changes Through Four Stages of Retirement | (For those located in the CT/PT time zones)
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.
Seven Things to Do Before You Retire | (For those located in the Eastern Time Zone)
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.
Designing Your Retirement Income Blueprint | (For those located in the CT & ET time zones)
Join our next webinar to discover how to build a personalized retirement income strategy that aligns with your lifestyle goals and financial needs. We'll guide you through key considerations such as income sources, budgeting, risk management, and longevity planning—empowering you to create a blueprint for lasting financial confidence in retirement.
Medicare: Income-Related Monthly Adjustment Amount (IRMAA) Explained | (For those located in the PT/Hawaii time zones)
A growing number of retirees are paying higher Medicare premiums due to IRMAA. Do you have the information you need to understand how it may affect you? Higher income can mean higher Medicare premiums due to IRMAA (Income-Related Monthly Adjustment Amount). In this educational webinar, we’ll explain what IRMAA is, how it’s calculated, who it affects, and how certain life events, like retirement or loss of income, may lower or eliminate it. We’ll also review the appeals process and planning considerations to help you better manage Medicare costs.
Strategies to Help You Get More Out of Your IRA | (For those located in the Central Time Zone)
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.
Planning for Long-Term Care as a Family | (For those located in the CT/ET time zones)
Your life and your health don’t just affect you; they affect all the people who love and care for you. Discussing potential long-term care costs before they happen, and making a plan together with your family, can prevent unhappy surprises. In this webinar, we'll explore care options, cost considerations, and how to initiate meaningful conversations across generations. Whether you're preparing for aging parents or your own future needs, this presentation aims to help families make informed, compassionate decisions—together.
Retirement: The Fragile Decade | (For those located in the Pacific time zone)
Prepare for retirement happiness by turning apprehension into anticipation! The five years before and the five after retirement mark a period of massive change, with retirement being one of the biggest life transitions you’ll experience. While many people prepare for retirement as a destination, many miss exploring retirement as an opportunity to redefine themselves and recreate the next part of their life. Join our next webinar to understand the four core pillars of retirement happiness, to holistically prepare for retirement and focus on what matters most.
Savvy Social Security | (For those located in the MT/PT time zones)
A new generation is getting ready to collect Social Security. Do you have the information you need to know to make the most out of your retirement benefits? Since the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime, it's important to understand your choices. Join us for an informative webinar to learn important rules and strategies that aim to maximize your Social Security benefits.
Savvy Social Security | (For those located in the PT/Hawaii time zones)
A new generation is getting ready to collect Social Security. Do you have the information you need to know to make the most out of your retirement benefits? People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes influenced by myths they're heard repeated over the years. Since the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime, it's important to understand your choices. We're here to help you with your retirement income plan. Join us for an informative webinar to learn important rules and strategies that aim to maximize your Social Security benefits.
Seven Things to Do Before You Retire | (For those located in the Eastern Time Zone)
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.
How to Get Rollover Ready| (For those located in the CT/ET time zones)
As you near retirement, you have a number of decisions to make about what to do with your 401(k) savings. Join our next webinar to discover your rollover options and learn steps for prepping your 401(k) money for retirement, rollover distribution options to consider, and how to avoid the biggest rollover blunders.
Roth IRA Conversions | (For those located in the CT & PT time zones)
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.
Tax Planning Changes Through Four Stages of Retirement | (For those located in the Central time zone)
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.
The Good, the Bad and the Ugly: Annuities | (For those located in the MT/PT time zones)
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.
Roth IRA Conversions | (For those located in the PT/Hawaii time zones)
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.
Medicare: Income-Related Monthly Adjustment Amount (IRMAA) Explained | (For those located in the PT/MT time zones)
A growing number of retirees are paying higher Medicare premiums due to IRMAA. Do you have the information you need to understand how it may affect you? Higher income can mean higher Medicare premiums due to IRMAA (Income-Related Monthly Adjustment Amount). In this educational webinar, we’ll explain what IRMAA is, how it’s calculated, who it affects, and how certain life events, like retirement or loss of income, may lower or eliminate it. We’ll also review the appeals process and planning considerations to help you better manage Medicare costs.
Estate Matters: Principles of Preserving Wealth | (For those located in the CT/ET time zones)
Trusts aren't just for Millionaires! No matter your level of wealth, planning for your estate is very important to your financial plan. Join our webinar to help demystify estate planning misconceptions, including the differences between a Will and a Trust and the importance of Powers of Attorney documents. 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.
The Good, the Bad and the Ugly: Annuities | (For those located in the Central time zone)
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.
Savvy Tax Planning: Changes Through Retirement | (For those located in the Pacific time zone)
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.
Roth IRA Basics: Is one right for you?
Have recent tax changes or retirement goals got you thinking about investing in a Roth IRA? Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, qualified distributions from Roth IRAs aren't subject to tax. Is a Roth IRA right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you'll be in a higher tax bracket in the future. Join our webinar to learn more about your options.
The Good, the Bad and the Ugly: Annuities | (For those located in the PT/Hawaii time zones)
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.