We Host Live Webinars Covering Current Financial Topics

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866-633-0955 for a topic that interests you.

Taxes in Retirement.

Learn ways to potentially reduce your tax liability and move closer to zero tax bracket.

Wednesday, September 30th, 2020, 6:30 PM EST

With our national debt over $26 Trillion and climbing, as well as trillion-dollar stimulus packages, there are three key Tax risk Retirees face; Structural Risk- A Tax deduction now equals Taxation in retirement with your withdrawals.  You will be in a higher tax bracket more than likely due to our huge looming debt crisis.  Find out how to navigate this risk.

Presidential Elections and the Market. How could it impact your retirement?

Wednesday, October 28th, 2020, 6:30 PM EST

Uncertainty about your Financial Future?  With the market at all time highs, are you Certain about other retirement risks?   Tax risk- most people have their largest asset in a qualified plans, 401k or IRA or 403 b accounts.   How could this be a huge risk in or during retirement?  Find out how to navigate the tax traps and be proactive with your planning.  Developing a written income plan that is inflation laddered.  What type of plan do you have to cover health care cost?  A Fidelity study suggest most retirees age 65 + will spend over $285,000 on healthcare cost alone.  We provide some great direction you could implement immediately to tackle these retirement concerns.

The Difference Between Fiduciary and Suitability Advisors-bad actors? 

Monday, November 19th 2020, 6:30 PM EST

A lot of people do not know the difference between an investment advisor, a broker, a registered representative the broker dealer, the insurance agent.  We will provide great information, so you know who you are aligned with.  How that advice could impact your retirement, and how to know the difference. 

The Principles of Portfolio Management
Part 1

Thursday, December 17th 2020, 6:30 PM EST

Learn the key basic fundamentals whether you are a beginner or consider yourself advanced.  We will lay the foundation of key components needed to construct a retirement portfolio that sustains and weathers all types of financial markets.