Upcoming Webinars

If you have a child with special needs, you know that even after adulthood they may continue to need some help from you. With the right legal and financial structures, you can set up both financial and practical protections for your child. This webinar goes into the details of special needs trusts and conservatorships, how they work, and what they can and can’t accomplish.

Don’t have time to plan for retirement? You’d be surprised how little time it actually takes once you get started. This webinar explains how an advisor can craft a simple retirement plan in a minimum amount of time, make a strategy based on your priorities, and put it into motion.

Confused about annuities? Learn about fixed, variable, and indexed annuities, and gain insights on their pros and cons as well as cash out and transfer options. Whether you're planning for retirement, seeking stable income streams, or looking for ways to protect against market risks, this webinar provides valuable insight about annuities.

If your disabled child is near adulthood, you may be looking for ways to provide for their needs without endangering their benefits. Special needs trusts can allow you to set aside money for your adult child in a protected fund. This webinar addresses types of trusts, choosing a trustee, the types of professionals you will need to set it up, and more.

What does financial security mean to you? Do you think it’ll happen when you’re making better money? In reality, no amount of money can make you financially secure if you don’t have a system to manage it. This webinar will address having the right mindset, gathering a team, and being disciplined.

How do you go from financial dreams to a solid plan? We’ll look at how a few other people have done it, from analyzing their current situation to building concrete steps to achieve their goals. This webinar contains a number of case studies, from simple to complex, and addresses when and how to update a financial plan.

Do you know how much you will receive from Social Security during your retirement? Your choices can make a big difference in that number. This webinar will address choosing the right age to retire, optimizing spousal benefits, and considering your income in the year you file.

Social Security probably isn’t the whole of your retirement plan. And yet it can be a reliable income source if you optimize your decisions properly. This webinar will address spousal benefits, the optimum time to claim benefits, and what role Social Security plays in your larger retirement plan.

If you’re an average investor, you might think you can’t invest with the same strategies as large-scale institutions do. However, some of their tactics do scale down, allowing you to invest like a professional. This webinar will address private equity, hedge funds, real estate, commodities, and more.

If your business is growing, it’s time to check that you’ve optimized your tax planning as well as your employee and owner compensation. The right choices can increase your profits. This webinar will address business structures, tax strategy, compensation packages, and more.

If you’re self-employed, paid on commission or by the project, you may find your income fluctuates wildly from month to month and year to year. That presents a huge challenge for tax planning and budgeting, but it’s possible to smooth out your income and make it work for you. This webinar will address budgeting, tax planning, and retirement savings.

Timeless Lessons On Investing: Becoming a Better Long-Term Investor

Does thinking about the future excite you, or does it make you anxious? Having your retirement plan ready to go can help you look toward the future without stress. This webinar will offer a multi-step process to retirement planning, from building a foundation, to setting goals, to taking inventory of your assets.

If you’re approaching 65, it’s time to learn about Medicare and start planning what options will work for you. The program can help you pay for healthcare, but it also can be complex. This webinar will address how to enroll, the parts of Medicare, and the different options to choose from.

Are you financially secure? Learning how to measure and analyze your financial situation can help you make steps to improve it. This webinar will address how advisors analyze your wealth, steps to a secure retirement, and understanding net worth.