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April 2023
Top 5 Behavioral Biases in Investing
We may not be able to control inflation, gas prices, or the stock market, but we can definitely control our behavior, which is one of the most important factors in our portfolio's success. We all are prone to what feels like a laundry list of less-than-ideal investment behaviors: confirmation bias, framing issues, overconfidence. Learn how failing to acknowledge that we sometimes want more than money from our investments can lead to costly mistakes.
Find out more »May 2023
Strategies for Retirement Transitions
Join our founder Chuck Vickery as he explains the best way to chart a path to retirement income streams.
Find out more »June 2023
Estate Planning
Mapping out your estate plan is critical to ensuring you not only leave a legacy, but that your legacy isn’t reduced by unnecessary taxes. Join us for an overview of creating an estate plan and ensuring you have all the most important documents in place for your loved ones.
Find out more »July 2023
Caregiving
Long-term care planning is an essential piece of your retirement plan. Join us as we explain why, and offer steps for you to begin putting this piece of your wealth plan in place.
Find out more »August 2023
Social Security Planning
When to start taking your Social Security benefit is one of the most important retirement planning decisions you will face. You’ve been paying into the system your whole working life. Our founder Chuck Vickery shows you how to get the most out of it.
Find out more »September 2023
Medicare: Managing Healthcare in Retirement
Now is the time to start planning for health care expenses in retirement. Join our adviser David Jenkins to find out what you need to do to obtain the coverage you need and protect against rising costs.
Find out more »October 2023
Year-End Financial Planning Strategies
There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Join our adviser Rob Fezekas as he reviews this list to ensure that you are prepared for the upcoming year.
Find out more »November 2023
Charitable Giving and Your Portfolio
Join us for a review of how you can leave larger donations by redirecting your taxes to the people, causes, and organizations you care about.
Find out more »December 2023
Financial Year in Review
Join the Elevate Wealth Advisory team for a review of 2023, the markets, and their impact on your portfolio.
Find out more »