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
IRA Planning Strategies | (For those located in the CT/ET time zones)
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.
Savvy IRA Planning | (For those located in the PT/Hawaii time zones)
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.
Savvy Social Security | (For those located in the Central time zone)
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 webinar to learn important rules and strategies for collecting your retirement benefits.
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.
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.
Taking Control of Your Finances
Feeling the holes in your financial plan? Fixing them is easier than you think. Financial planning is difficult in this economy, but you can still control your financial future. Get sound guidance from our Financial Consultants in this month's webinar. Learn strategies to pay down debt while still ensuring you can save for your future in a way that fits your retirement goals and how you can create a strong financial plan designed to outlast any economy.
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.
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.
Medicare: Income-Related Monthly Adjustment Amount (IRMAA) Explained | (For those located in the CT/MT/PT 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.
Smart Tax Strategies: Keep More of What You Earn | (For those located in the CT/ET time zones)
Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, join our next webinar to learn about the latest tax law changes, and which investments and tools can help you manage your tax liability.
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.
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 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.
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.
Social Security: The Choice of a Lifetime | (For those located in the CT / ET time zones)
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.
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.
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.
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.