Virtual Lunch And Learns

The CARES Act (The Coronavirus Aid, Relief and Economic Security Act) was passed on March 27, 2020.  This presentation will cover the sections of the Act that affect your IRA's and Qualified Company Retirement Plans. Tune in to find out how the CARES Act may benefit you.

In this presentation we are going to talk about market conditions and the effects this can have on your retirement portfolio and retirement income. We will also focus on sequential returns and the relationship between volatility and retirement income vs. growth.

In this presentation we are going to cover what effects a recession can have on your retirement planning. We will talk about expenses, assets, and risk tolerance and setting up your retirement plan to weather any market situation.

When it comes to preserving your wealth let’s put this it in perspective: As a person who has built up wealth or built a solid business, you’re in the ninth inning and you’re up by four runs. You haven’t won the game yet. You could still lose, in fact. And you feel that uncertainty from time to time. But you are safely ahead, and let’s not forget that. Why? Because as your net worth should be your overarching goal with regard to your wealth and affluence, do you really want to make sure you cover all avenues of protecting it? More than anything else, you should be focused on preserving your wealth for the long term, beyond your lifetime. You should be as obsessed with not losing your wealth as you might be about growing it and passing it to your heirs. This presentation will help you accomplish that!

Let’s take a high level dive into coverages often overlooked in your Home and Auto policies.  Do the premiums you pay provide for the coverages you want? This presentation plans on hitting key coverage limits within a home/auto policy – as well as coverages that are often overlooked, especially when quoted online.

Many people thinking about retirement have done a great job accumulating assets, but have done very little thinking about how those assets will help fund their retirement. Navigating Your Retirement will show why the distribution phase of your life is just as important as the accumulation phase

Learn eight key financial tips designed to help young adults live your best financial life.  We’ll cover the importance of things like credit score, budgeting, saving for retirement and building an emergency reserve fund.

With higher tax rates looming on the horizon, a Roth Conversion is worth a second look for many investors. Come listen and learn as we discuss more about the pros and cons to identify if it's something you should be considering now or in the future.

This session is designed to help clients better understand what is in a summary Prospectus and to better absorb the information in their statements.  We will breakdown common patterns found in statements of some brokerage accounts, life insurance policies and annuities.

A review of the market as of September 30, 2020 and we will also look forward and talk about opportunities and risks as we look to the end of the year.

This educational event is designed to inform you of recent tax law changes and the potential impact to you. It will also help prepare you to uncover tax impacts to your portfolio in the future.

It’s almost impossible to be emotionally or financially prepared for the death of a loved one. You may find yourself overwhelmed by the number of financial matters that need to be settled in the weeks and months that follow. While you can put off some of these tasks, others require immediate attention. The more prepared and organized you are will make things easier for your loved ones. Join us for a presentation discussing what to do when you lose a spouse or a loved one.