Events

Women, Wine & Wise Investment Strategies

Social Security : The Choice of a Lifetime

Real issues you face in retirement planning.

Managing Health Care Risks in Retirement

І In this presentation, we’ll cover: • Estimating retiree health care expenses • Health care options for retirees, with details on Medicare coverages and enrollment • Strategies to help fund health care costs and mitigate risk

Join us for educational workshop IRA mistakes in retirement

Getting the most from your retirement ..Begins with getting the most from your IRA

The Convergence of Health & Wealth: Health Savings Accounts

HELPING YOU PLAN FOR LONG-TERM CARE

Are you concerned about the impact market ups and downs may have on your retirement?

WOMEN AND RETIREMENT

MANAGING THE TAXES ON YOUR RETIREMENT INCOME

NAVIGATING TODAY'S TAX ENVIRONMENT

SOCIAL SECURITY: THE CHOICE OF A LIFETIME

Investing Today and Keeping Perspective in Volatile Markets

HEALTHCARE: PLAN FOR THE COSTS IN RETIREMENT

Making the Most of Your IRA

Social Security "The choice of a lifetime" 4/21

Do you have a plan for Social Security? Do you know when it makes sense for you to claim your retirement benefits? Have you considered spousal or survivors' benefits? This presentation will increase your Social Security knowledge and show you tools you can use to figure out what's right for you.

Making the Most of Your IRA 4/15

Making the Most of Your IRA and some of the common and costly IRA mistakes

HEALTHCARE: PLAN FOR THE COSTS IN RETIREMENT 3/24

Nearly 70% of pre-retirees identify the cost of health care as one of the biggest concerns about retirement. While Medicare will cover a lot of our retirement health care expenses, it doesn't cover everything.

Are you concerned about the impact market ups and downs may have on your retirement? 3/18

INVESTING TODAY AND KEEPING PERSPECTIVE IN VOLATILE MARKETS 2/25

Want to learn how you can tune out the news that interferes with future financial plans? Looking for tools that can help you keep perspective when markets turn volatile?

NAVIGATING TODAY'S TAX ENVIRONMENT 2/18

Topics for discussion will include: Impact of the Tax Cuts and Jobs Act of 2017 Tax planning strategies The importance of tax-efficient investing

Social Security "The choice of a lifetime" 2/17

Do you have a plan for Social Security? Do you know when it makes sense for you to claim your retirement benefits?  Have you considered spousal or survivors' benefits?  This presentation will increase your Social Security knowledge and show you tools you can use to figure out what's right for you.

Check-In Webinar

Managing the Taxes on your Retirement Income

Healthcare: Plan for the Costs in Retirement (copy)

This presentation will help you understand your options and make a plan to cover your health care costs in retirement

Social Security "The choice of a lifetime"

Please call or email Joanna for more details.

Women and Retirement Webinar

Retirement Income Planning Webinar

Is your Retirement Income at Risk?

IRA Mistakes Webinar

Retirement Income --Then and Now

Women and Holistic retirement

Building a holistic retirement plan

Secure Act Webinar

Encourage Americans to save more for retirement Encourage more businesses to offer retirement plans to their employees

Financial Guidebook for Women Webinar

EMPOWER, ELEVATE, ACHIEVE

Social Security "The Choice of a Lifetime"

Social Security - the choice of a lifetime Social Security basics Managing the discussion

IRA Mistakes

Retirement Income --Then and Now

Tax Efficient Income Webinar

Three categories of retirement income 1. Taxable 2. Tax deferred 3. Tax Free

Secure Act Webinar

Encourage Americans to save more for retirement Encourage more businesses to offer retirement plans to their employees

Tax Efficient Income Webinar

Please join us for a webinar on tax-efficient income, Present by Doug Ewing

Retirment Income Planning

Is your retirement income at Risk? Understand todays retirement red zone challenges