Events

1 Hour to Cyber Security

Education on Cyber Security

Getting Long Term Care Planning Right

Informational discussion on Long Term Care.

Halftime Update 2022: Nowhere to Hide

2nd Quarter Review, Market and Economic Forecast and actions that can be taken by individuals to improve their financial position and take advantage of the adverse conditions.

Savvy IRA planning for Boomers: Strategies to Help you save Taxes and get more out of your IRA

Join us on June 16th, for a presentation on IRA Strategies. During this discussion Ryan will cover the different types of IRA's, their tax Implications, how to Coordinate your distributions with Social Security, and allocation strategies!

Savvy Social Security Planning: What Baby Boomers Need to Know about their Retirement Income

Social Security Rules and Claiming Strategieis

Russia-Ukraine War: Investor Impact & Five Ways to Keep Your Financial Cool

Presentation on the Ukraine-Russia Conflict, the impacts on markets, reactions of the Government and Federal Institutions and an action plan Investors can take with their portfolios.

Tax Changes and What to Expect in 2022

Discuss the Tax Cuts and Jobs Act.

Providing Care for Family and Loved Ones: How Can You make a Difference?

How to create a plan, to ensure your loved ones continued care. How to address medical, legal, financial, and personal issues in your caregiving plan. How care giving impacts the rest of your family and how best to incorporate them into your plan. What professionals should be included on your team to implement your caregiving plan

Planning Ideas for 2022 and Beyond: 2021 in Review and a Look Ahead

2021 review and a look ahead to opportunities in 2022!

Taxes In Retirement: How Tax Planning Changes Through the 4 Stages of Retirement.

Do you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: Basic Rules and Claiming Strategies

A breif 30-45 minute presentation intended to give you all the information you need to make an informed claiming decision!

Quarter 3 Review: Planning Ideas for 2021 and Beyond

We are still feeling the effects of the Pandemic and Quarentine. Effects on the Supply Chain are still being felt as we are seeing inflation rise. Learn how has the market, Federal Reserve and Government reacted and what actions they might take in the future.

Medicare Basics: The Fundamentals You Need to Know

A short 30 - 45 minute discussion on Medicare Fundamentals and the things you need to know before and during enrollment.

What’s new with Social Security?

What's new with Social Security? 7 Topics to Watch in 2021

Q2 Review, Planning Ideas for 2021 and Beyond

Half the year has already past. What is the state of the market as the country starts to open back up. Learn how the pandemic effected the market and how are the FED, Governments and Investors responded. How could this effect your retirement plan moving into the future? Zoom Link will be provided once RSVP is received.

Sample Registration/Landing Page. (copy)

Topic Summary I can chage this image too, Should we IIS Lo

Sample Registration/Landing Page.

Topic Summary I can chage this image too, Should we IIS Lo

Managing Through the Coronavirus Crisis (copy)

Part 1: Whats Happening Part 2: The CARES act and additional stimulus measures Part 3: How does this compare to 2008? Part 4: There is a path forward

Check-In Webinar

Managing Through the Coronavirus Crisis

Part 1: Whats Happening Part 2: The CARES act and additional stimulus measures Part 3: How does this compare to 2008? Part 4: There is a path forward