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
Savvy Tax Planning: Changes Through 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.
Roth IRA Conversions | (For those located in the Eastern time zone)
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 Pacific 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.
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.
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.
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.
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.
Seven Things You Need to Do Before You Retire | (For those located in the Central 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 our webinar to learn more about your options.
Anatomy of a Recession | (For those located in the CT/ET time zones)
What To Look For And Where We're Headed: join our next webinar for a thoughtful perspective on the state of the United States economy. Together we'll cover timely subjects such as inflation, volatility and market leadership, to eliminate the noise and create clarity.
Savvy IRA Planning | (For those located in the Pacific 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.
Roth IRA Conversions | (For those located in the Central time zone)
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.
Mid-Year Money Moves: Building a Personalized Financial Plan
We’re halfway through the year. Are your financial goals on track? A financial roadmap can motivate you to save money, support your financial goals, and help improve your overall financial confidence now and in the future. A financial plan that’s tailored to individual needs and circumstances could be beneficial to consider. In this webinar we'll discuss how to construct a budget and the importance of establishing an emergency fund, planning for healthcare costs, credit fundamentals, and basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments.
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.
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.
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.
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.
Roth IRA Conversions|(For those located in the CT/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.
Making the Most of Medicare|(For those located in the PT/Hawaii time zones)
Feeling overwhelmed by Medicare? We've got you covered! Join us as we break down Medicare in plain language. You’ll learn about parts A, B, C, and D, when and how to enroll, and what to expect with coverage and costs. We'll also clear up common myths, explain supplemental plans, and share tips to help you get the most out of your benefits without overspending. Whether you or your loved ones are getting ready for Medicare, our webinar offers practical guidance to make informed healthcare decisions.
Tax Planning: Changes Through Retirement|(For those located in the MT/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.
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.
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.
Savvy Social Security | (For those located in the Pacific Time Zone)
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.
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.
Savvy Cybersecurity: Stay Secure | (For those located in the PT/Hawaii time zones)
In today’s digital world, cyber threats are growing more sophisticated—and they target both computers and mobile devices. This webinar will help you understand the most common risks and show you practical ways to protect your data, accounts, and everyday technology. We’ll walk through real examples of cyberattacks, highlight the warning signs to look for, and share straightforward steps you can take to strengthen your security at home and at work. You’ll learn how to safeguard your computer, smartphone, apps, passwords, and online identity without needing a technical background. Whether you want to secure your personal devices or support safer technology habits across your organization, this session will give you clear guidance to stay protected.
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.
Roth IRA Conversions|(For those located in the Eastern time zone)
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.
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.
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 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.
Social Security: The Choice of a Lifetime | (For those located in the Central time zone)
Join us for an informative and practical session on Social Security and its role in your retirement plan! We’ll cover eligibility, benefit calculations, spousal and survivor benefits, and how your claiming age impacts monthly payments. You’ll learn how to read your Social Security statement, understand taxation rules, and discover strategies to maximize your benefits. Plus, we’ll clear up common misconceptions and share tips for integrating Social Security into your overall retirement strategy. Reserve your spot today for help in making the decision of your lifetime.
Social Security, Medicare, and Your Retirement
Retirement is evolving - what used to be a fixed endpoint has become a dynamic, personalized journey shaped by longer lifespans and changing lifestyle expectations. Understanding how social programs such as Social Security and Medicare can fit into your future financial plan is critical to your retirement goals. Recent reports of potential insolvency, tax hikes, and increased eligibility ages associated with Medicare and Social Security benefits have caused a lot of controversy and confusion. This month's webinar gives you the answers you need regarding these benefits. Learn exactly how Social Security and Medicare work, what is being done to ensure their survival, and how you can plan for your retirement and medical care so you don’t have to rely too heavily on either program. Register today to learn more about your retirement income choices.
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.
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.
Understanding Social Security | (For those located in the CT/PT time zones)
Choices about Social Security affect your retirement, and we want to help you look at the big picture before making important decisions. Join our webinar to learn key facts about the Social Security program, including how benefits are calculated, choosing the right time to file, and the role it can play in supplementing your retirement income.
Roth IRA Conversions|(For those located in the Eastern time zone)
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 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 Retirement|(For those located in the MT/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.
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.
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.
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.
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.
The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional.
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.
Life After Work: Create a Good Life in Retirement | (For those located in the CT/PT time zones)
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 aim to help you preserve and sustain your retirement income.
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.
Understanding Life Insurance | (For those located in the CT/ET time zones)
Protecting what matters most — today and for the future! Life insurance plays a vital role in building a strong financial foundation, yet many people aren’t sure which type of coverage best supports their goals. Join our upcoming webinar to explore how life insurance can help safeguard your family’s financial stability, preserve your income, and strengthen your long‑term plan. We’ll discuss how different policy types work, what factors influence cost, and how the right coverage can support retirement planning, estate needs, and legacy goals. Whether you’re evaluating your current policy or considering coverage for the first time, this session will give you the clarity and confidence to make informed decisions about protecting your future.
Seven Things to Do Before You Retire | (For those located in the PT/Hawaii 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.