COVID-19 Update

CARES Act

Broker Check
Virtual Lunch And Learn : Roth Vs. Traditional 401 (k) & IRA’s - Are you maximizing your potential? 

Virtual Lunch And Learn : Roth Vs. Traditional 401 (k) & IRA’s - Are you maximizing your potential? 

Tuesday April 13th 2021 / 12:15PM

During this sessions we will be discussing the difference between Roth and Pre-Tax contributions in a 401k plan or qualified IRA’s.  We will highlight the qualification requirements for each of the options based on household income levels, if you are eligible for other qualified retirement plans and your age.  Lastly we will further discuss the overall contribution limits and how that can impact your current retirement savings and tax planning in retirement years.

CLICK TO REGISTER
Virtual Lunch And Learn : State of the Market

Virtual Lunch And Learn : State of the Market

Tuesday April 27th 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.

CLICK TO REGISTER
Virtual Lunch And Learn : Women and Investing: Who’s the Boss of your money?
<b></b>

Virtual Lunch And Learn : Women and Investing: Who’s the Boss of your money?

Tuesday May 11th 2021 / 12:15PM

Not everyone has a spouse, or maybe you have lost your partner.  What you need to know as a Women taking care of your assets and ensuring your retirement is what you want it to be.

CLICK TO REGISTER
Virtual Lunch And Learn :&#160;<b></b>
What to do when a spouse or loved one dies

Virtual Lunch And Learn :  What to do when a spouse or loved one dies

Tuesday May 25th 2021 / 12:15PM

As difficult as losing a loved one is, the emotional toll can be worse if planning has been completed.  We will provide guidance on planning to help prepare for this difficult time.

CLICK TO REGISTER
Virtual Lunch And Learn : Understanding Your Statements

Virtual Lunch And Learn : Understanding Your Statements

Tuesday June 8th 2021 / 12:15PM

You get them by mail or e-mail. Maybe you just don’t have the time or the information seems complicated.  The usual routine is to take a quick look at the cover page and file the statement away.  But you may be missing out on valuable information.  We will help you to pick out the key pieces of data and identify patterns that make statement reading easy.

CLICK TO REGISTER
Virtual Lunch And Learn :
Financial Planning For The Young Professional

Virtual Lunch And Learn : Financial Planning For The Young Professional

Tuesday July 13th 2021 / 12:15PM

The importance of a solid financial plan is never more significant than it is when you’re young.  Good financial habits begin in your 20s and 30s and are the key to everything else.  Join us as we explore these keys to financial success at an early age. 

CLICK TO REGISTER
Virtual Lunch And Learn :&#160;State of the Market

Virtual Lunch And Learn : State of the Market

Tuesday July 27th 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.

CLICK TO REGISTER
Virtual Lunch And Learn :&#160; Navigating The Waters Of Retirement Planning

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.

CLICK TO REGISTER
Virtual Lunch And Learn :&#160;&#160;
Roth Conversions &#8211; Are they right for me?

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.

CLICK TO REGISTER
Virtual Lunch And Learn : Preserving Your Net Worth

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.

CLICK TO REGISTER
Virtual Lunch And Learn : S.S. / Medicare &#38; Supplements

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. 

CLICK TO REGISTER
Virtual Lunch And Learn : Tax Planning

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. 

CLICK TO REGISTER
Virtual Lunch And Learn :&#160;State of the Market

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.

CLICK TO REGISTER