Featured Webinar

Overview

Social Security is the foundation of retirement security in America. One of the key financial decisions facing retirees is when to claim Social Security benefits. While these benefits are available as early as age 62, claiming later permanently raises benefits, with the maximum benefits available to those who claim at age 70. Most people, however, do not claim Social Security at their optimal age, usually because they claim too early. In this workshop, we’ll cover the basics of Social Security, and help you understand optimal filing strategies.

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Past Webinars

Your Guide to RMDs and Retirement Income

Planning around RMDs is an essential part of the retirement planning process. This workshop will cover all the rules surrounding RMDs, why we have them, how RMDs are calculated, and strategies to save taxes.

What You Need to Know About Investing

With so much information available about investing, how do you boil it down to what you need to know? Many sources conflict with their investing opinions. How do you know who to trust?

The Essential Pieces of a Financial Plan

Most people want to get their finances in order but don’t know where to start. This workshop covers all the parts of a financial plan that you need to know to gain control over your finances.

Essentials of Debt: Tools, Traps, and Tactics

This workshop covers debt from a different angle. Not only will you learn about the traps of debt and how to protect yourself from them, but you’ll also learn about how to use debt as a tool.

You've inherited money—now What?

Studies show that most people spend their inheritance within the first few years. Many people also experience unexpected tax consequences. This workshop will give an overview of everything related to inheriting money. We’ll talk about taxation; IRAs vs. Non-qualified money, as well as strategies you can use to save taxes. We’ll also how to choose an investment mix for inherited money, and some of the most common investing pitfalls.

Four Keys to Retirement Tax Planning

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. This webinar will give four keys to managing that system and planning your taxes well in retirement.

An Investor's Guide to Selecting an Advisor and Portfolio for Life

We cover the differences between advisors and between their investment strategies. What is fee-only versus commissions? What is a fiduciary and does that matter? What’s the advisors role? What type of education matters? How do you choose an investment portfolio?

Severe Weather Investing for 2021

2020 was a volatile year, and it created a fairly unique situation in the market. Because of this unique situation, many portfolios are in dangerous waters right now.Well, for those who were not prepared with their investment strategy, much of what I warned against has happened.

So, in this webinar I talk about how to protect yourself and best position your portfolio for smooth sailing in 2021.

Your Guide to Medicare

Join Medicare expert Jan Whitfield (with Paul Winkler) for this practical workshop replay, which was designed to help you understand and enroll in medicare. We cover what it is, what it covers—what it doesn’t cover—what it costs, and how to enroll. We’ll also talk about long-term health care in general, and how to best take care of your health throughout retirement.

Special Needs Families Require Specialized Planning

This workshop is a broad overview of financial planning for families and individuals with special needs. You will get an introduction into the options available to you, and the critical mistakes to avoid. We’ll touch on topics like SSI, Medicaid, SSDI, Medicare, Trusts, ABLE accounts, POA’s, and medical directives, as well as multi-generational planning and tax considerations. There are varying degrees of disability, from mild to severe, and this workshop can benefit everyone.

Women and Wealth: Finding Your American Dream

Did you know that women statistically are BETTER investors than men? Find out which women’s innate characteristics help women achieve better investment results on average than men, and how you can use these to help protect your financial future, relax about money, and achieve your American Dream!

How to avoid financial mistakes during downturns

Learn about the biggest mistakes people make during downturns and how to avoid them. Understand why we go through downturns and how recoveries usually happen. Discover what you need to do to relax about money, even during market storms