In 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.

In 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.

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.

In this session, Elevate President & CEO Deanne Rosso walks through the four key stages—accumulation, transition, distribution, and legacy—and explains how smart decisions in each phase can help support a confident lifestyle, reduce unnecessary taxes, and create more options for how (and when) money is used.

The cyber world has brought an abundance of benefits and conveniences to our lives, but also tremendous opportunity for criminals and fraudsters to commit crimes, including identity theft. In this session we’ll teach you how you can learn to be your own best defense and with no technical knowledge needed.

In this Webinar, our Director of Investment Policy Rob Fezekas will explore what matters most when making investment decisions.

In this webinar, Ben Hall, Elevate Wealth Advisory’s Director of Tax Services, explains why tax planning in retirement isn’t one-size-fits-all—and how your tax exposure can shift dramatically as you move through four stages: pre-retirement, early retirement, mid-retirement, and later retirement.

Our President & CEO, Deanne Rosso, walks through the latest updates to the numbers on Elevate Wealth Advisory’s Key Financial Data card—covering changes to tax brackets, deductions and credits, retirement plan contribution limits, Social Security thresholds, Medicare premiums, and other key planning figures.