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Recent Webinars

The Truth About Annuities

In this webinar, we discuss the good, the bad, and the truth about annuities. How can you avoid costly financial mistakes and optimize your retirement income? Find out here!

Social Security Strategies

Knowing what Social Security strategies you can still use, and more importantly, when you can use them, can be crucial to getting the most out of the program you paid into for so many years.

Life Insurance Retirement Plans

There are many ways to save for retirement and withdraw income during retirement. Learn how you might use life insurance as a powerful multi-purpose financial tool in your retirement and legacy plan!

Surviving the Bear Market

Don’t let fear be your driving force during uncertain times. Now is the time to take charge of your financial future by preparing for best-case and worst-case scenarios. This webinar is the first step!

Protecting Against Long-Term Care Health Costs

In this webinar, we are covering a topic that can affect anyone in retirement: long-term care expenses. We will discuss the potential risks your retirement plan can face and methods for mitigating those risks. There are more options out there than you may realize.

Understanding Medicare

In our planning practice, we often hear how people think Medicare works. As a result, we know there is a lot of misinformation and confusion on the subject. This can range from the benefits received to the cost involved. To ensure you are armed with the best information, we bring in two professionals in the field of Medicare. Join us as we take you through the gauntlet of rules and dates you need to know.

The Retirement Headwinds

The Retirement Headwinds webinar was developed to explore the seemingly complex world of retirement. To put it simply, retirement has gotten harder. In order to thrive in this new world of retirement, knowledge is more important than ever. That’s why we’ve put together this educational course. Our goal is to help you achieve financial security and added peace of mind by building the retirement you’ve always dreamed of. Join us and learn about four “Investor Headwinds” that make it difficult to get ahead.

Gaining Tax Clarity

Taxes can be one of our largest expenses in retirement, and we often see that it has not been addressed when reviewing a person’s planning. Join us for this informative program on taxes in retirement.

The Wake-up Call to Estate Planning! Tales from a Trust Estate Planner and Litigator

While we may be specialists in the retirement planning field, you can’t be an expert in everything. To ensure we are best serving our clientele, we have built a trusted circle of highly qualified professionals in various fields. Tina Babel and Mark Mulchek, from the law firm of Carmody MacDonald, P.C., will be sharing their knowledge on Estate Planning. This is one webinar every adult can benefit from, so don’t miss out!