Featured Webinar
Overview
In this webinar, Paul covers the results of the election, what they could mean for the market, and what it might mean for you. What tax changes are possible and how might they affect your financial plan? What investing moves, if any, do you need to make?
Past Webinars
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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.
Election Year Investing: Are you Prepared?
In this webinar, I looked at how the market works and how it’s affected by the election cycle. I analyzed the history of elections and what they’ve meant for the stock market; republicans vs. democrats, the affect they’ve had, and the programs they implemented and what affect those had. If you think we’ve never been in this situation before, you need to watch this webinar.
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