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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 »May 2022
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 »April 2022
Resilient Investing: Lessons From Behavioral Finance
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 2022
Investments
Join our adviser Clarke Holt for an overview of investing, the various opportunities available, and how to best partner with a fiduciary to tailor an investment plan for you.
Find out more »February 2022
Tax Planning
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.
Find out more »January 2022
Key Financial Changes in 2022
Join us online for a short review of what has changed between 2021-2022. Our wealth adviser David Jenkins will update you on changes to tax brackets, contribution limits, HSA limits, required minimum distributions, and more.
Find out more »December 2021
Webinar: Philanthropy and Charitable Giving: Get Good From Doing Good
Touch, Change, Improve, Impact, and Provide
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 »November 2021
Webinar: Year-End Planning
Make sure you are progressing toward your financial goals and that you have a plan for next year.
Find out more »