In Person OR Virtual Lunch And Learn : Navigating The Waters Of Retirement Planning
Tuesday August 10th 2021 / 12:15PM
Be proactive with charting your course both to and through your retirement to ensure that you reach the destination of reaching your goals and dreams.
*IN PERSON EVENT (CEDAR RAPIDS) / TO REGISTER FOR OUR IN PERSON EVENT - CALL EMILY MISENER AT 319.365.8611
In Person OR Virtual Lunch And Learn : Roth Conversions – Are they right for me?
Tuesday August 24th 2021 / 12:15PM
Should you be doing Roth Conversions? Find out what the current and long-term benefits are.
*IN PERSON EVENT (CEDAR RAPIDS) / TO REGISTER FOR OUR IN PERSON EVENT - CALL EMILY MISENER AT 319.365.8611
In Person OR Virtual Lunch And Learn : Preserving Your Net Worth
Tuesday September 14th 2021 / 12:15PM
At some point your life is no longer just about you. It becomes about your legacy. As a person who has built up wealth or sold a business, you’re in the ninth inning and you’re up by four runs. You haven’t won the game yet. Having the right wealth manager will all but ensure your lifelong victory.
*IN PERSON EVENT (CEDAR RAPIDS) / TO REGISTER FOR OUR IN PERSON EVENT - CALL EMILY MISENER AT 319.365.8611
In Person OR Virtual Lunch And Learn : S.S. / Medicare & Supplements
Tuesday September 28th 2021 / 12:15PM
How does Social Security work for you? What issues or problems does the Social Security system face in the near future? What is the impact of claiming at different ages? How does Medicare work? What does Medicare cover and more importantly, not cover? If I need additional coverage, how do I find the right plan? What are my options? If you have any of these questions, we are here with answers!
*Not associated with or endorsed by the Social Security Administration or any other government agency.
*IN PERSON EVENT (CEDAR RAPIDS) / TO REGISTER FOR OUR IN PERSON EVENT - CALL EMILY MISENER AT 319.365.8611
In Person OR Virtual Lunch And Learn : Tax Planning
Tuesday October 12th 2021 / 12:15PM
The end of the year is fast approaching. What changes have occurred this tax year? Maybe you are looking for year-end investment strategies and ideas. We are not accountants, but we can provide investment guidance that may have an impact on your taxes. Tune in to find out.
*Accel Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
*IN PERSON EVENT (CEDAR RAPIDS) / TO REGISTER FOR OUR IN PERSON EVENT - CALL EMILY MISENER AT 319.365.8611
In Person OR Virtual Lunch And Learn : State of the Market
Tuesday October 26th 2021 / 12:15PM
We will be summarizing how the economy and stock market performed during the previous quarter and discuss factors that could shape the next quarter.
*IN PERSON EVENT (CEDAR FALLS) / TO REGISTER FOR OUR IN PERSON EVENT - CALL EMILY MISENER AT 319.365.8611