Upcoming Webinars
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Turning a Lifetime of Savings into a Lifetime of Income
If you’ve been saving your whole life, you deserve to enjoy your golden years. But bad investment decisions can make your retirement income unstable or insufficient. This webinar will address making the right Social Security decisions, effective tax planning, and investing wisely.
How to Split Assets and Debts in Divorce
In a divorce, all we want is a fair settlement and a painless resolution. But that gets complicated by the specific debts and assets you have. This webinar will address distinguishing between marital and non-marital assets, dividing different assets and debts, and negotiating child support and alimony.
Questions to Ask When Looking for a Financial Advisor
Before you hire a financial advisor, you may have heard you should ask questions to ensure they’re the right person for you. But what will you ask? This webinar will address advisors’ qualifications, conflicts of interest, payment models, and more.
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How Legislative Changes Will Impact Your Company’s Retirement Plan
How Legislative Changes Will Impact Your Company’s Retirement Plan
If you own a business, you may want to offer your employees a retirement fund. Yet the requirements seem complex. Could this goal be more reachable than you think? This webinar will address industry trends, current regulations, and your options as a business owner.
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Small Business Group Retirement Plans
Small Business Group Retirement Plans
Owning a business comes with many advantages, but it often doesn’t come with a 401(k). Are there other options that avoid the low contribution limits of an IRA? This webinar will address 401(k)s, SOLOKs, SEP IRAs, and more.
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Turning a Lifetime of Savings into a Lifetime of Income
Turning a Lifetime of Savings into a Lifetime of Income
If you’ve been saving your whole life, you deserve to enjoy your golden years. But bad investment decisions can make your retirement income unstable or insufficient. This webinar will address making the right Social Security decisions, effective tax planning, and investing wisely.
1 event,
How to Split Assets and Debts in Divorce
How to Split Assets and Debts in Divorce
In a divorce, all we want is a fair settlement and a painless resolution. But that gets complicated by the specific debts and assets you have. This webinar will address distinguishing between marital and non-marital assets, dividing different assets and debts, and negotiating child support and alimony.
1 event,
Questions to Ask When Looking for a Financial Advisor
Questions to Ask When Looking for a Financial Advisor
Before you hire a financial advisor, you may have heard you should ask questions to ensure they’re the right person for you. But what will you ask? This webinar will address advisors’ qualifications, conflicts of interest, payment models, and more.
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What the SECURE 2.0 Act Means for Retirement Planning
What the SECURE 2.0 Act Means for Retirement Planning
The Secure 2.0 Act introduced dozens of new changes. Which ones are most likely to directly affect your retirement planning? This webinar will address how this new law will affect your planning around traditional vs. Roth accounts, tax deductions, rolling over accounts, and more.
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Selling Your Real Estate Investment Property
Selling Your Real Estate Investment Property
Want to sell your real estate investment property, but don’t want to pay too much in taxes? It’s surprisingly possible! This webinar will address tax consequences of a real estate sale, ways to defer some of the taxes, and how to exchange your property for a different one.
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Financial Health for Women: Being Seen and Heard
Financial Health for Women: Being Seen and Heard
If you’re a woman, you may have faced financial professionals who focus on your husband and assume you have nothing to say. Or who reassure you with vague platitudes because they assume you won’t care about the facts. It doesn’t have to be like this. This webinar will address red flags in financial professionals, how professionals should keep both members of a couple involved, and what you should know to stay up to date on your finances.
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How a Layoff or a Reduction in Force Could Benefit You
How a Layoff or a Reduction in Force Could Benefit You
Are you worried your job is on the chopping block? Have a plan so you’re always ready to move to the next opportunity. This webinar will address how to evaluate your situation, make a plan, and decide whether or not to volunteer for a reduction in force.
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What Do I Do With My Cash?
What Do I Do With My Cash?
If you're a successful professional, you may have built up a large amount of cash, but you may not know exactly what to do with your liquid assets.
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Why Should I Use a Financial Advisor?
Why Should I Use a Financial Advisor?
If you’ve considered hiring a financial advisor, you may have wondered if it’s worth the money. What can a professional do for you that you can’t do yourself? This webinar will address things a financial advisor can offer, such as portfolio construction, comprehensive wealth management, and coaching about your financial choices.
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Understanding Wills and Trusts in Estate Planning
Understanding Wills and Trusts in Estate Planning
The more you prepare now, the better off you will be in the event something happens to you—whether that’s your death or an incapacitating medical situation. Do you have a plan yet? This webinar will address wills, trusts, power of attorney, and healthcare directives.
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Investment Planning
Investment Planning
Investment can be a great way to allow your money to grow. Are you confident you are investing wisely? This webinar will address setting goals, understanding risk, diversification, and more.
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How to Keep Your Family Organized
How to Keep Your Family Organized
Is your house a place of chaos, with kids’ shoes, backpacks, and permission slips everywhere? Do you have far more family events and errands in a week than you can keep in your head? The secret is organizing not just yourself, but your whole family. This webinar will address helpful routines, family calendars, and zones in your house where important items can be dealt with and stored.
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The Ten Most Expensive Tax Mistakes Business Owners and Real Estate Investors Make
The Ten Most Expensive Tax Mistakes Business Owners and Real Estate Investors Make
If you own your own business, you may find yourself facing a large tax burden. But it doesn’t have to be that way if you plan wisely. This webinar will address mistakes like failing to plan, having the wrong corporate structure, neglecting deductions, and more.
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The Ten Most Expensive Tax Mistakes Business Owners and Real Estate Investors Make
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