Divorce is a major financial event, and it can be particularly difficult for women. Having a clear plan can help things go much more smoothly. This webinar addresses considerations before you file, parenting decisions, dividing assets, and moving on to a new normal. Brenda Bridges, a financial services representative who specializes in helping women increase […]
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 panel webinar addresses giving from retirement funds, giving as part of your overall financial plan, and tax friendly ways to give. Kathy Saigeon, a philanthropy […]
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 ahead of time from potential litigation. This webinar addresses both exemption planning, where your assets are kept in places that are exempt from lawsuits, and […]
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 do with themselves without work to offer a sense of purpose. This webinar addresses finding the lifestyle you want, funding your retirement, and insuring against […]
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 use more of the proceeds for these goals, while losing less to taxation. This webinar addresses tax strategies, timing, and how to keep more. Ed […]
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. It takes careful management to weather an inflationary period in financial security. This webinar addresses the causes of inflation, the effects on debt, and ways […]
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 addresses commission-based, fee-only vs. fee-based, and hourly pay structures, and the advantages and pitfalls of each. Shawn McElderry, a wealth manager with over twenty […]
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 irrational decisions. This webinar addresses engineering your portfolio, avoiding emotional reactions, and rebalancing as needed for market conditions. Jeff Green, an investment advisor representative with […]
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 to weather difficulties without being defeated by them. This webinar addresses re-wiring your brain for resiliency, making decisions responsively instead of reactively, and pattern release […]
You may want to keep your loved one aging in place as long as possible, but a time will come when they need a more supportive environment. Don’t put off this transition too long, or it will become more difficult. This webinar will address advance planning, how to know when it is time to make the change, and different levels of care available.
If you’re contemplating divorce or have just been served with papers, you may find the process ahead of you overwhelming or even terrifying. Knowledge can give you back your power. This webinar will address the different pathways to divorce, choosing the right professionals to support you, and the steps of the process.
Taxation for pilots can be a heavy burden on a retirement plan, but the right decisions can lower tax liability dramatically. This webinar will address pre-tax, post-tax, and untaxed assets; when to realize gains; and controlling your tax bracket.
Are you ready to start giving on a large scale, but unsure about the best vehicles to do so? There are countless tools available to help you. This webinar will address diversifying your charitable approach, charitable expenses, international giving, program-related investments, and granting to individuals.
Sometimes, you can invest profitably and do good at the exact same time. Opportunity zone investments are one way to do that. This webinar will address opportunity zone rules, types of opportunity zone investments, and investment strategies.
There’s much in life we can’t change, but we can always change our mindset. Having the right mental attitude can be the secret to weathering uncertain times. This webinar will address self-image, growth mindset, setting goals, and more. Debbie Elder, school founder and inspirational speaker, will present.
Is your TSP suffering in today’s market? The right strategies can help minimize losses. This webinar will address understanding your TSP and the different funds in it, how your TSP fits into your overall retirement plan, and managing your TSP in retirement.
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 may feel an urge to leap into action. But it’s important to invest with reason, not instinctive judgments. This webinar addresses aligning your investments with […]
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 make sense? This webinar addresses the state of the workforce, pension strategies, and ideas for optimizing your retirement. Shawn McElderry, an experienced wealth manager, is […]
If you’re retired and don’t have an estate plan, now is the time to get started. This webinar will address assets that transfer without a will, what happens if you have no will, and how to transfer assets using a trust.
If you own a business, you have worries someone who works a nine-to-five has probably never even considered. This webinar will address liability protection, personal tax reduction, access to healthcare, and more.
When a student has ADHD, starting the school year with the right tools can be essential to good learning throughout the year. This webinar will address working with their support team, making sure their accommodations are being followed, interpreting IEP and 504 plans, daily living, and more.
If you’re interested in protecting your assets from liability, it’s important to make any changes before you’re hit with a lawsuit. This webinar will address foreign asset protection trusts, domestic asset protection trusts, and hybrid options.
Trouble making friends is a near-universal struggle for neurodivergent people. But when you understand the way your mind works and find like-minded people, it can unlock friendships you didn’t know were possible. This webinar will address neurodivergent ways of relating to friends, overcoming challenges, how to meet friends, using special interests to connect with others, and more.
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 same mistakes. This webinar addresses mistakes such as thinking only legally and not financially, making decisions based on the short term, not being explicit in […]
If you own a small business, you’re surely feeling the pinch of higher supply and labor prices. Is it possible to stay profitable at a time like this? This webinar will address improving cashflow, keeping a cushion of savings, avoiding debt, looking out for your own family’s finances, and more.
Taxation can be a heavy burden on a retirement plan, but the right decisions can lower tax liability dramatically. This webinar will address pre-tax, post-tax, and untaxed assets; when to realize gains; and controlling your tax bracket.
Everyone wants to be happy, but it’s hard to make that a priority when life is full of other responsibilities. But caring for yourself can help you care for others. This webinar will address happiness, gratitude, building good habits, setting realistic goals, and more.
If you’re a doctor, you may have a high income, but you may also have extra challenges when it comes to saving for retirement. Will your practice might not hold value when you retire? Do you have a tax-free retirement account? Is it safe from liability? This webinar will address retirement accounts, budgeting, liability, and more.
Aging Independently, with Dignity: Planning for Long Term Care Needs
If you’re a law enforcement officer, firefighter, or air traffic controller, you may be eligible for an additional pension benefit. But how does it work? This webinar will address how your pension is calculated, who is eligible, and how it combines with other benefits.
On September 6, Advice Chaser will host a webinar titled, “Will My 401(k) Savings 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 will address traditional vs. Roth accounts, required minimum distributions, the standard of living you want in retirement, and other vehicles you can use for your savings. J. R. Gurrieri, an experienced financial planner, will present. Whether you’re near retirement or just starting out, you’re sure to take away some new information from this educational event.
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 more. Brenda Bridges, a mediator, divorce coach, and founder of Bridging Divorce Solutions, presents. Both those currently in a blended family and those considering a second marriage benefit from this informative event.
Investing comes with some risk. How do you protect your portfolio against a major loss? This webinar will address what hedging is, how hedging can be like an insurance policy, and types of strategies which can be used to protect your portfolio against risk.
Inflation is wreaking havoc on many investments. Are you tired of being told to be patient and ride it out? This webinar will address looking into your portfolio’s fees, risk, and diversification to minimize inflation’s impact.
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 a divorce is a good time to take stock and set a financial course for the rest of your life. This webinar addresses common pitfalls, […]
HSAs: The Secret to a Goals-Based Plan
On September 27, Advice Chaser will host a webinar titled, “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 egg is more likely to last as long as you need it to. This webinar will address building a recession-proof fund, investing in real estate, withdrawals from your fund, and more. Eric Maldonaldo, a certified financial advisor, will present. He will help both future and current retirees understand how to stay ahead of inflation and preserve the value of their assets.
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 costs in retirement, the power of compounding, and filling gaps in your retirement plan. Joe Dominick, a wealth advisor with over a decade of experience, […]
On October 4, Advice Chaser will host a webinar titled, “Challenges for Medical Doctors in Today’s Financial Landscape.” Doctors are experts in the field of medicine, but financial questions may leave them frustrated. Most financial advice doesn’t cater to the needs of physicians. This webinar will address three crucial things doctors need when they partner with a family office: trust, expertise, and time savings. Steven Abernathy, a family office founder and investment manager with over 25 years’ experience, will present. Physicians who would like to get a better handle on their investments will benefit from this educational event.
Charitable Giving Through Trusts and Insurance
Even the word “recession” can worry investors. But every economic period is different—we’re not looking at another 2008. This webinar will address recession indicators, predictions for the future, and best practices to weather economic contraction.
Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. This webinar addresses unhelpful questions, questions to ask instead, and the kind of answers you should listen for. J. R. Gurrieri, an experienced financial planner, […]
When your child has a disability, you worry not only about the day to day, but the future. Who can help you with your financial and legal needs? This webinar will address financial and legal topics of special needs families, including budgets, insurance, power of attorney, and estate planning.
Very often, we make decisions based on stress, fear, or a reactive response. But that can be a recipe for regret. This webinar addresses being more thought aware, making intentional decisions, and examining the sources of stress in your life. Diana Murphy, a life coach who specializes in helping CEOs and other high achievers, presents. […]
If you have a choice between receiving a lump sum upon retirement or a lifetime annuity, which decision is better? A great deal depends on your unique circumstances and goals. This webinar will addresses pros and cons of each decision, inheritance considerations, and scenarios involving each. Joe Dominick, a wealth advisor with over a decade […]
Are you approaching your retirement as a federal employee? It’s important to know how to navigate the bureaucratic process. This webinar will address important paperwork, platforms and portals to know, and your ideal retirement timeline.
Owning a business comes with a certain amount of risk. One way to balance out that risk is to invest a portion of the profits to build wealth on the side. Unlike running a business, it doesn’t have to be a time-intensive activity. This webinar addresses types of investments, tax planning, and alternative investment strategies […]
Both disabled people and seniors are eligible for Medicare, but the program is complex and may require you to carry supplementary insurance as well. Do you know what your options are? This webinar will address Medicare eligibility, options, and the application process.
Are you and your spouse getting ready to retire? The transition to retirement can be a lot easier if you start your planning at least five years in advance. This webinar will address insurance, Social Security, Medicare, estate planning, and more. Brenda Bridges, a financial advisor who specializes in retirement planning, will present.
What if you thought of your personal finances like a business? You’d manage your money with a mind to long-term profit—with the help of the right professional. This webinar will address things to look for in an advisor, reasons people feel underserved, and aspects your financial advisor should consider.