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X-ORIGINAL-URL:https://elevate-wealth.com
X-WR-CALDESC:Events for 
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TZID:America/New_York
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DTSTART:20260308T070000
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DTSTART:20261101T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T120000
DTEND;TZID=America/New_York:20260721T130000
DTSTAMP:20260625T084308
CREATED:20251216T221124Z
LAST-MODIFIED:20251216T221124Z
UID:2356-1784635200-1784638800@elevate-wealth.com
SUMMARY:Smart IRA Strategies for Retirement
DESCRIPTION:Speaker: Clarke Holt\, Wealth Adviser \nIn this retirement planning webinar led by Clarke Holt\, learn why building wealth is only half the story—and why having a smart plan for IRA withdrawals can be just as important. The discussion covers the most common IRA questions\, including when required minimum distributions (RMDs) begin\, how they’re calculated\, and the costly mistakes to avoid. It also explains how IRA withdrawals are taxed\, how they can impact Social Security and Medicare premiums\, and why tax rates are an important part of long-term planning. Viewers will also learn strategies such as coordinating investments across account types\, using direct rollovers to avoid unnecessary taxes and penalties\, and evaluating when Roth conversions may help reduce future tax risk. The session wraps with practical takeaways and guidance on how to coordinate IRA planning with a broader retirement and estate plan so money can last longer—and work more efficiently for the years ahead. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/smart-ira-strategies-for-retirement/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T120000
DTEND;TZID=America/New_York:20260818T130000
DTSTAMP:20260625T084308
CREATED:20251216T221336Z
LAST-MODIFIED:20251216T221336Z
UID:2357-1787054400-1787058000@elevate-wealth.com
SUMMARY:Social Security\, Simplified: How to Claim Smarter
DESCRIPTION:Speaker: Brian Rosso\, Director of Operations\, Wealth Adviser \nIn this webinar\, Brian Rosso breaks down Social Security in clear\, practical terms—so claiming doesn’t feel like guesswork. Learn how benefits are calculated\, what really changes when you claim early vs. delay\, and why the “right” strategy depends on your health\, income needs\, work plans\, and overall retirement picture. The session also covers key planning considerations for couples\, including spousal and survivor benefits\, plus important rules for those who are widowed or divorced. Brian ties it all together by showing how Social Security fits into a broader retirement income plan alongside IRAs\, 401(k)s\, pensions\, and required minimum distributions—helping you make a more confident\, informed claiming decision. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/social-security-simplified-how-to-claim-smarter/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260915T120000
DTEND;TZID=America/New_York:20260915T130000
DTSTAMP:20260625T084308
CREATED:20251216T221629Z
LAST-MODIFIED:20251216T221629Z
UID:2358-1789473600-1789477200@elevate-wealth.com
SUMMARY:Your Medicare Roadmap: Enroll Right\, Shop Smart\, Plan Ahead
DESCRIPTION:Speaker: Gary Stoller\, Director of Wealth Advice\, Wealth Adviser \nIn this webinar\, Gary Stoller\, Wealth Adviser at Elevate Wealth Advisory\, explains how Medicare works and how to make confident decisions that can help manage healthcare expenses in retirement. The session covers when and how to enroll to avoid lifelong penalties and coverage gaps\, what Medicare does (and does not) cover\, and how to evaluate key choices like Original Medicare vs. Medicare Advantage\, Medigap coverage\, and Part D prescription drug plans. Gary also walks through why healthcare costs tend to rise in retirement and how to plan ahead—especially for expenses Medicare typically doesn’t cover\, including long-term care—so your retirement budget is better prepared for the years ahead. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/your-medicare-roadmap-enroll-right-shop-smart-plan-ahead/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261020T120000
DTEND;TZID=America/New_York:20261020T130000
DTSTAMP:20260625T084308
CREATED:20251216T221943Z
LAST-MODIFIED:20251216T221943Z
UID:2359-1792497600-1792501200@elevate-wealth.com
SUMMARY:Year-End Planning Essentials: Tax Moves and Key Deadlines
DESCRIPTION:Speaker: Brian Rosso\, Director of Operations\, Wealth Adviser \nJoin Elevate Wealth Advisory for a retirement planning webinar focused on year-end planning—key deadlines\, smart tax moves\, and practical steps to help keep your financial plan on track before December 31. Brian Rosso\, Director of Operations and Wealth Adviser\, breaks down timely updates from the One Big Beautiful Bill Act\, reviews planning items like\nRMDs\, retirement account contribution cutoffs\, and open enrollment windows\, and explains strategies such as tax-loss harvesting\, charitable giving (including QCDs and donor-advised funds)\, and Roth conversion considerations. You’ll also learn about common tax “traps” to watch for\, including Medicare IRMAA and the Net Investment Income Tax\, and leave with a clear checklist of actions to consider before the year closes. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/year-end-planning-essentials-tax-moves-and-key-deadlines/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261117T120000
DTEND;TZID=America/New_York:20261117T130000
DTSTAMP:20260625T084308
CREATED:20251216T222233Z
LAST-MODIFIED:20251216T222233Z
UID:2360-1794916800-1794920400@elevate-wealth.com
SUMMARY:Giving with Purpose: Tax-Smart Ways to Donate
DESCRIPTION:Speaker: Rob Fezekas\, Director of Investment Policy\, Wealth Adviser \nGiving with Purpose: Tax-Smart Ways to Donate is a practical\, year-end webinar on how charitable and non-charitable gifts work—and how to make donations in a more tax-efficient way. The session breaks down key gifting limits and reporting rules\, explains when charitable contributions may (and may not) reduce taxes\, and highlights planning opportunities created by recent tax law changes. Viewers will learn strategies such as donating appreciated assets\, using donor-advised funds to “bunch” multiple years of giving\, and making qualified charitable distributions (QCDs) from an IRA to support causes while potentially reducing taxable income. Rob will also share real-world examples and common pitfalls to help attendees give confidently and intentionally. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/giving-with-purpose-tax-smart-ways-to-donate/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261215T120000
DTEND;TZID=America/New_York:20261215T130000
DTSTAMP:20260625T084308
CREATED:20251216T222546Z
LAST-MODIFIED:20251216T222546Z
UID:2361-1797336000-1797339600@elevate-wealth.com
SUMMARY:2026 Financial Year in Review
DESCRIPTION:Speaker: Elevate Wealth Advisory Team \nGet a front-row seat to the story of 2026. Join Elevate Wealth Advisory and our partners at Focus Partners for our December “Year in Review” webinar\, where we’ll unpack what actually happened this year in the markets and the economy—and what it may mean for your financial plan going forward. Our Focus guests will walk through how markets have performed so far in 2026 and highlight the big themes that shaped the year. Then\, each Elevate adviser will pose a real-world question we’ve been hearing from clients\, so you can hear how professionals are thinking through the same concerns you may have. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/event/2026-financial-year-in-review/
CATEGORIES:Webinars
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