Webinar Recording: Charitable Giving Through Trusts and Insurance
As Americans grow older, many of us start thinking about the impact we would like to leave on the world. At the same time, we have our own livelihood during […]
Webinar Recording: Preserving Your Retirement Nest Egg
If you retire with a set amount of money or a fixed income, inflation will wear away the value of that money over time. If you invest it, your nest […]
Webinar Recording: HSAs: The Secret to a Goals-Based Plan
Health savings accounts (HSAs) are usually a vehicle to save pre-tax money for medical expenses when you have a high-deductible health insurance plan. But how you use your HSA will […]
Webinar Recording: Planning for Retirement
After a lifetime of hard work, retirement is the dream of most Americans. But that golden time of your life does not happen without careful advance planning. This webinar addresses […]
Webinar Recording: Starting Over after 50: Financial Principles for Divorced Women
After a divorce, some women feel confident and ready to take over all the finances. Others feel uncertain, after years of delegating this job to a spouse. Either way, after […]
Webinar Recording: What Investors Can Do During this Period of Uncertainty Besides Staying the Course
Uncertainty can be terrifying. Most advice sums up to simply being patient and waiting it out. But what actions can investors take? This webinar addresses looking into your portfolio’s fees, […]
Webinar Recording: Dos and Don’ts of Blended Family Finances
Any marriage involves some financial adjustment, but blending two whole families gets much more complicated. Honest discussion and advance planning can help. This webinar addresses budgets, estate planning, prenups, and […]
Webinar Recording: What is Hedging? How Engineers Can Minimize Risk and Increase Long-Term Profit in their Portfolios
In engineering, it’s important to reduce risk as close to zero as possible. But in finance, accepting higher risks can increase your profit. The important thing is to balance out […]
Webinar Recording: Will my 401(k) Be Enough for Retirement?
When pensions became less common, Americans began saving for retirement in a 401(k) instead. But most Americans don’t have enough in their 401(k) to retire on. This webinar addresses traditional […]
Webinar Recording: Special Provision Retirement for Law Enforcement, Air Traffic Control, and Firefighter Personnel
Certain federal employees, such as law enforcement officers, firefighters, air traffic controllers, and nuclear weapons couriers, receive a special kind of retirement benefits from the federal government. This webinar addresses […]
Webinar Recording: Aging Independently, with Dignity: Planning for Long Term Care Needs
Many seniors choose to maintain their independence as long as possible. But that doesn’t mean they may not need some help handling their needs. This webinar addresses types of care […]
Webinar Recording: Money Mistakes Doctors Make in Retirement Planning
Many doctors think selling their practice can fund their retirement. In reality, a practice doesn’t have the same value without the same name on the door. Physicians need to save […]
Webinar Recording: Self Care for Your Daily Life
In a busy world, it’s far too easy for individuals to forget to nurture themselves. But self-care can be the first step to caring for others and accomplishing life goals. […]
Webinar Recording: A Guide to Low Taxes in Retirement
Part of what makes retirement planning work is the gains you can make while investing over your lifetime. But if you lose much of those gains to taxation, you won’t […]
Webinar Recording: How Small Businesses Can Be Profitable in the Midst of Inflation
As supply and labor prices rise, small businesses, which are often operated on a tiny margin, are squeezed the most. But the right decisions can help a business weather even […]
Webinar Recording: Ten Most Common Financial Mistakes People Make in Divorce
Divorce is a difficult financial challenge, and to make it worse, most people have no experience in it when they get divorced. As a result, they often fall into the […]
Webinar Recording: Neurodiversity and Friendship
Neurodiversity is the concept that not all brains are the same: some have ADHD, some are autistic, some have developmental disabilities, and some are considered typical. These differences can present […]
Webinar Recording: Asset Protection Trusts
In today’s litigious society, individuals at high risk of losing assets often choose to place them in some kind of trust to protect them from liability. But not all trust […]
Webinar Recording: Estate Planning for Retirees
Even though retirement comes late in life, over half of people over 55 don’t have a will. Few have all the estate planning documents they should. Some assets will transfer […]
Webinar Recording: Preparing your Student with ADHD for a Successful School Year
While ADHD can be a challenge, it doesn’t mean a student can’t be successful. With the right strategies, they can start the year off right. This webinar addresses working with […]
Webinar Recording: Challenges in Today’s World for Private Business Owners
Owning a business can be rewarding, but it comes with additional challenges. Private business owners have to deal directly with many issues others can leave to their employers. This webinar […]
Webinar Recording: Is Your Mind Getting in the Way of Your Money? Your Emotional EKG
Watching the news, keeping up on your portfolio, or reading social media can keep you informed, but it can also cause anxiety about your investments. When the market changes, you […]
Webinar Recording: Why Retiring During the Current Economic Downturn Could Be an Opportunity
Many employees in their 50s and 60s are looking to the future with anxiety right now. 401(k)s may be losing money; employers might be considering layoffs. Could retiring early actually […]
Webinar Recording: Investing in your TSP in the Current Market
Federal employees often have a TSP (thrift savings plan) instead of a 401(k) for their retirement savings. But many TSP holders are seeing a dip in their investments in the […]
Webinar Recording: Living in Uncertain Times: How Principles of Mindfulness Can Help
Recent years have brought many challenges. One tool in surviving unpredictable obstacles is having the right mindset. This webinar will address self-image, growth mindset, setting goals, and more. Debbie Elder, […]
Webinar Recording: Opportunity Zone Investments
In order to encourage development in economically disadvantaged areas, the federal government has granted certain tax benefits to investors who develop them. By investing in projects to develop these zones, […]
Webinar Recording: Advanced Charitable Giving
Giving on a small scale can be as simple as handing a few dollars to a person in need. But when you’re attempting large-scale philanthropy, it can be helpful to […]
Webinar Recording: Your Flight Plan to Low Taxes in Retirement
Part of what makes retirement planning work for pilots is the gains you can make while investing over your lifetime. But if you lose much of those gains to taxation, […]
Webinar Recording: Moving Your Aging Parent to a Care Facility
Often, families desire to keep their elder loved ones at home as long as possible. But sometimes, a failure to plan means that, when it is time to move them […]
Webinar Recording: Understanding the Process of Divorce
Divorce can be a painful and difficult time, but understanding what the process will be like can make it go much more smoothly. Individuals can make better decisions the more […]
Webinar Recording: Building Personal Resiliency in Uncertain Times
The past few years have been difficult for many of us. While some bounce back and go on to achieve their goals, some flounder and despair. Resiliency is the ability […]
Webinar Recording: The Market Through the Lens of Today’s Headlines – and What to Do About It
Few people five years ago expected the economy to be in this state, and many portfolios weren’t prepared. Yet watching the news too closely can result in fear, anxiety, and […]
Webinar Recording: How Does a Financial Advisor Get Paid and How Do They Add Value?
One of clients’ chief concerns when considering hiring a financial advisor is cost. Many people are confused about how advisors are compensated and what each offers for their fees. This […]
Webinar Recording: Inflation: Your Money and Your Future
In the past year, inflation has increased to historically high levels, which has a devastating effect on everything from the price of gas to the value of individual savings accounts. […]
Webinar Recording: Exit Your Business Tax Smart
With the sale of a business, owners may hope to fund their retirement, donate to charity, or pass on wealth to heirs. Smart tax strategy can make it possible to […]
Webinar Recording: Transitioning Into Retirement
Many workers look forward for years to retirement, but when it actually comes, they aren’t sure how to handle the changes. Some retirees become bored and listless, unsure what to […]
Webinar Recording: Fortifying Against Potential Litigation and Creditors
In the United States, frivolous lawsuits are filed every year, and defendants can’t always be certain the truth will prevail. Many, especially in high-risk professions, choose to protect their assets […]
Webinar Recording: Charitable Giving from Retirement Accounts
When charitable giving is a way of life, it doesn’t stop in retirement. There are countless ways to support worthy causes while also keeping your finances in good order. This […]
Webinar Recording: What is a Fiduciary?
A fiduciary is required to act in their client’s best interests, but what exactly does this mean in the world of financial advising? This webinar addresses what to expect from […]
Webinar Recording: Women’s Guide to Divorce
Divorce is a major financial and personal event, and it can be particularly difficult for women. Having a clear plan can help things go much more smoothly. This webinar, our […]
Webinar Recording: Investing in Syndicated Multifamily Properties for Physicians
Investing in multifamily or multiunit real estate can be a powerful way to earn passive income. This webinar will address what to expect when you invest in syndication, including working […]
Webinar Recording: 401K Rollovers for Individuals Nearing Retirement
For a variety of reasons, funds in one retirement account may need to be moved to another account. What are the options, and the pros and cons of each? This […]
Webinar Recording: How to Hire a Caregiver
As a senior adult ages, having an at-home caregiver can make it possible for them to remain in their own home. But it’s essential to hire someone competent and reliable. […]
Webinar Recording: Understanding your Federal Employee Retirement Program
As a federal employee, you may be confused about your retirement benefits. Fully understanding your pension, TSP, and Social Security benefits will make you feel confident as you face the […]
Webinar Recording: Taxes in Retirement
Some retirees may find that in difficult times, tax strategy makes a big difference in how much they have available to live on. This webinar addresses reducing taxes, maximizing Social […]
Webinar Recording: Getting Laid Off Before You’re Ready for Retirement
Are you nearing retirement age and anticipating a layoff? Unemployment in your mature working years can be a major source of stress, especially if you aren’t financially prepared to retire. […]
Webinar Recording: Organizing Secrets for People with ADHD and ADD
If you have ADHD or ADD, getting and staying organized at work, at home, and on the go may be a challenge. This webinar equips attendees with a variety of […]
Webinar Recording: How Medicare Part D Works
Are you confused by Medicare Part D? This webinar addresses the four stages of Medicare Part D, including the coverage gap, deductibles, drug tiers and formularies, avoiding penalties, and using […]
Webinar Recording: Income Protection for Physicians
If you make your income as a physician, surgeon, anesthesiologist or other medical specialty, you know it’s vital to insure your livelihood. However, many physicians can’t cover this risk with […]
Webinar Recording: Medicare 101
Older Americans can benefit from this subsidized insurance program, but the coverage and options can be difficult to navigate. Good education on your choices can make a big difference in […]