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Events

Upcoming Events

April 15, 2021

12:00p - 1:00p

Webinar

Register

Making the Most of Your IRA 4/15

Making the Most of Your IRA and some of the common and costly IRA mistakes

April 21, 2021

12:00p - 1:00p

Webinar

Register

Social Security "The choice of a lifetime" 4/21

Do you have a plan for Social Security? Do you know when it makes sense for you to claim your retirement benefits? Have you considered spousal or survivors' benefits? This presentation will increase your Social Security knowledge and show you tools you can use to figure out what's right for you.

Past Events

March 24, 2021

12:00p - 1:00p

Webinar

HEALTHCARE: PLAN FOR THE COSTS IN RETIREMENT 3/24

Nearly 70% of pre-retirees identify the cost of health care as one of the biggest concerns about retirement. While Medicare will cover a lot of our retirement health care expenses, it doesn't cover everything.

March 18, 2021

12:00p - 1:00p

Webinar

February 25, 2021

12:00p - 1:00p

Webinar

INVESTING TODAY AND KEEPING PERSPECTIVE IN VOLATILE MARKETS 2/25

Want to learn how you can tune out the news that interferes with future financial plans? Looking for tools that can help you keep perspective when markets turn volatile?

February 18, 2021

2:30p - 3:30p

Webinar

NAVIGATING TODAY'S TAX ENVIRONMENT 2/18

Topics for discussion will include: Impact of the Tax Cuts and Jobs Act of 2017 Tax planning strategies The importance of tax-efficient investing

February 17, 2021

12:00p - 1:00p

Webinar

Social Security "The choice of a lifetime" 2/17

Do you have a plan for Social Security? Do you know when it makes sense for you to claim your retirement benefits?  Have you considered spousal or survivors' benefits?  This presentation will increase your Social Security knowledge and show you tools you can use to figure out what's right for you.

September 17, 2020

1:15a - 2:00p

Webinar

Check-In Webinar

Managing the Taxes on your Retirement Income

August 20, 2020

1:15p - 2:00p

Webinar

Healthcare: Plan for the Costs in Retirement (copy)

This presentation will help you understand your options and make a plan to cover your health care costs in retirement

August 13, 2020

1:15p - 2:15p

Webinar

Social Security "The choice of a lifetime"

Please call or email Joanna for more details.

July 23, 2020

1:00a - 2:00a

Webinar

May 21, 2020

12:00p - 1:00p

Webinar

Retirement Income Planning Webinar

Is your Retirement Income at Risk?

May 19, 2020

12:00p - 1:00p

Webinar

IRA Mistakes Webinar

Retirement Income --Then and Now

May 14, 2020

12:00p - 1:00p

Webinar

Women and Holistic retirement

Building a holistic retirement plan

May 12, 2020

12:00p - 1:00p

Webinar

Secure Act Webinar

Encourage Americans to save more for retirement Encourage more businesses to offer retirement plans to their employees

May 5 - May 7, 2020

12:00p - 12:00p

Webinar

Financial Guidebook for Women Webinar

EMPOWER, ELEVATE, ACHIEVE

April 27, 2020

12:00p - 1:00p

Webinar

Social Security "The Choice of a Lifetime"

Social Security - the choice of a lifetime Social Security basics Managing the discussion

April 16, 2020

12:00p - 1:00p

Webinar

IRA Mistakes

Retirement Income --Then and Now

April 15, 2020

12:00p - 1:00p

Webinar

Tax Efficient Income Webinar

Three categories of retirement income 1. Taxable 2. Tax deferred 3. Tax Free

April 9, 2020

12:00p - 1:00p

Webinar

Secure Act Webinar

Encourage Americans to save more for retirement Encourage more businesses to offer retirement plans to their employees

March 20, 2020

2:00p - 3:00p

Webinar

Tax Efficient Income Webinar

Please join us for a webinar on tax-efficient income, Present by Doug Ewing

March 5, 2020

6:00p - 8:00p

Twisted Fork

Retirment Income Planning

Is your retirement income at Risk? Understand todays retirement red zone challenges

March 4, 2020

2:00p - 3:00p

Webinar

Tax-efficient retirment income webinar

Deepen your knowledge on this important topic. Learn how a tax-efficient income strategy may add up to 6 additional of portfolio longevity.

February 6, 2020

6:00p - 7:00p

Red's 395 Grill

Social Security is the choice of a lifetime

Filing for Social Security is one of the biggest financial decisions you'll make. That's why it's the choice of a Lifetime.

February 6, 2020

12:00p - 1:00p

Red's 395 Grill

Lunch and Learn Social Security

Social Security Planning

February 5, 2020

6:00p - 7:00p

Rapscallion Seafood House & Bar

IRA Mistakes

Make the most of your IRA., Join us and learn some of the common mistakes you could experience in the following areas: Contributions, Rollovers, Withdrawals/Distributions, Naming Beneficiaries, Roth IRAs

February 5, 2020

2:00p - 3:00p

Go to Meeting

Secure Act Webinar

Joanna would like to invite you to attend a webinar

January 9, 2020

6:00p - 7:00p

Twisted Fork

Keeping Perspective in Volatile Market

Want to learn how you tune out news that interfere with future financial plans?

Event Registration