Our Seminar Schedule
Financial Information Workshops
Demystifying Annuities
What are annuities? How do they work? Are they appropriate for you in your investment strategy? Join us for a presentation and discussion to learn about annuities and how they can provide a predictable, reliable, sustainable income stream during retirement.
In-person
October 11, 2023
6:00pm
LaRosa's Boudinot Avenue
Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.
Retirement Income Puzzle
What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement, can assist you in achieving your Retirement Dreams. Is your current retirement strategy prepared for longevity, taxes, health events and economic volatility?
In-person
November 1, 2023
6:00pm
LaRosa's - Boudinot Avenue
Estate Planning and Preserving Your Wealth
Do you have a will? Do you need a trust? Do you have/need a Power of Attorney? These are some of the questions that you need to consider when planning your estate. Estate planning is a vital piece in planning for your family and your retirement.
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
Taxes - How They Affect Your Retirement
Determining how much income you’ll need to cover all expenses after you’ve finished working is a key part in planning for retirement, and failure to account for taxes on your income can have a significant impact on how long your assets will last.
ESTATE PLANNING AND PRESERVING YOUR WEALTH SEMINAR - Do you have a will? Do you need a trust? Do you have/need a Power of Attorney? These are some of the questions that you need to consider when planning your estate. Estate planning is a vital piece in planning for your family and your retirement.
RETIREMENT INCOME PUZZLE - What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement, can assist you in achieving your Retirement Dreams. Is your current retirement strategy prepared for longevity, taxes, health events and economic volatility?
FINANCIAL EMPOWERMENT for WOMEN - There is no denying the facts: Women typically earn less than male counterparts but live 5 times longer on average. That means saving and investing are even more important for women.
SECURE ACT 2.0 - In the final days of 2022 Congress passed a new set of retirement rules. Learn how this will affect you and your retirement.
SOCIAL SECURITY - Learn how to maximize your social security benefits and how the new tax laws affect you.
WHAT to do WHEN a SPOUSE or LOVED ONE DIES? - 25 Important Documents, 7 steps to help you prepare and What major decisions should you avoid for 6 months?
STAYING SANE IN A CRAZY MARKET - The markets will go up and down; that is a fact. But rarely do we see both the equity markets and bond markets decrease together. How do you stay sane and keep your cool through this kind of market?
DEMYSTIFYING ANNUITIES - What are annuities? How do they work? Are they appropriate for you in your investment startegy? Join us for a seminar and discussion to learn about annuities and how they can provide a predictable, reliable, sustainable income stream during retirement. *Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
TAXES IN RETIREMENT - How lost deductions may affect your taxes in retirement, Common misconceptions about taxes in retirement, Taxes when working while collecting Social Security, and Learn How the New Laws Affect YOU Why, how and when do you know to invest? Learn what barriers there are to investing.
EXTENDED CARE SEMINAR - There are approximately 111 million Baby Boomers and GenX people in the United States If you need care, HOW will it affect your spouse and loved ones? AND, if you need care, how will you pay for it?
PREPARING FOR HEALTHLY AND WEALTHLY Year - Are you working hard to live a longer life without investing to enjoy it? Think about it. Maybe you’re doing the right things to live a longer,healthier life — eating right, exercising, taking time to relax and spending time with loved ones. But if you’re not getting yourself financially prepared for longer life, you’re only getting half the job done.
INVESTING 101 - As your life develops and changes, your financial situation also evolves. Learn to properly prepare for financial decisions you make.
RSVP to Beth at 859-291-9290 or Register on our Events Page
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.