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 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 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.
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.
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.
Savvy Medicare Planning: Healthcare in Retirement | (For those located in the Central Time Zone)
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.
Life After Work: Create a Good Life in Retirement | (For those located in the CT/ET 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.
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.
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.
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.
Savvy Social Security | (For those located in the CT/ET 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.
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.
Estate Plans: Not Just For the Wealthy
If you think estate plans are only for those with big homes and bank accounts, think again. Everyone wants a say in what happens to your money and property after you are gone, and having a solid strategy in place can help preserve your assets if you want to leave money to heirs or important causes. 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) (copy)
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.