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IRA & Retirement Changes In The CARES Act

IRA & Retirement Changes In The CARES Act

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.

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Managing Market Volatility 

Managing Market Volatility 

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.

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Will A Recession Rob Your Retirement

Will A Recession Rob Your Retirement

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.

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Preserving Your Net Worth

Preserving Your Net Worth

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!

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Home & Auto Insurance – Is it all the same? Guest Speakers : Accel Group

Home & Auto Insurance – Is it all the same? Guest Speakers : Accel Group

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.

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(Coming Soon 7.14.20) Navigating Your Retirement

(Coming Soon 7.14.20) Navigating Your Retirement

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COMING SOON
(Coming Soon 7.28.20) Young Professionals

(Coming Soon 7.28.20) Young Professionals

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COMING SOON
(Coming Soon 8.11.20) What To Do When A Spouse Or Loved One Dies

(Coming Soon 8.11.20) What To Do When A Spouse Or Loved One Dies

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COMING SOON
(Coming Soon 8.25.20) S.S / Medicare & Supplements

(Coming Soon 8.25.20) S.S / Medicare & Supplements

COMING SOON

COMING SOON