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March 2023
Top 10 Tax Planning Tips
Tax planning in retirement can be harder than you think! Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Join our President & CEO Deanne Rosso for tips and tricks on saving taxes and freeing up more resources for your retirement.
Find out more »February 2023
Top 10 Biggest Investment Myths
Join our adviser Clarke Holt as he busts the top 10 myths about investing. Some of them might surprise you!
Find out more »January 2023
Key Financial Changes in 2023
Join us online for a short review of what has changed between 2022-2023. Our President & CEO Deanne Rosso will update you on changes to tax brackets, contribution limits, HSA limits, required minimum distributions, and more.
Find out more »December 2022
2022 Financial Year in Review
Join us as we take a look back for a 2022 financial year in review.
Find out more »November 2022
Taxes & Charitable Giving
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Find out more »October 2022
Year-End Planning
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. Now is the time to review this list to ensure that you are prepared for the upcoming year.
Find out more »September 2022
Managing Healthcare in Retirement
Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.
Find out more »August 2022
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 wealth adviser David Jenkins shows you how to get the most out of it.
Find out more »July 2022
Long-Term Care
There is perhaps no other event in life that has the potential of causing serious, if not irreversible consequences to a family than a need for care over an extended period of years. In this presentation, Michael Tessler will discuss the basics of Long-Term Care insurance planning.
Find out more »June 2022
Estate Planning: Special Needs Trusts
Special Needs planning Attorney, Dennise Grayson will introduce the different types of Special Needs Trusts and how they can benefit your family.
Find out more »