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June 2023
Wills, Trusts, and Estate Plans…What Everyone Needs to Know
Join us for an engaging seminar presented by an experienced estate planning attorney, Neel Shah with Shah Total Planning. In this informative session, you'll learn essential estate planning concepts such as wills, trusts, power of attorney, and healthcare directives, enabling you to make informed decisions to protect your assets and ensure your wishes are fulfilled. Don't miss this opportunity to gain valuable insights into securing your future and providing for your loved ones!
Find out more »May 2023
Top 5 Retirement Funding Strategies
Plan for Multi-Generational Wealth Growth and Tax Reduction
Join our founder Chuck Vickery as he explains the best way to chart a path to retirement income streams.
Find out more »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 »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 »