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Recent Events & Webinars
Quarterly Client Webinar: Economic Update and View My Accounts Website (5/1/13)
- Economic Update & Market Outlook Part 1
- Economic Update & Market Outlook Part 2
- View My Accounts Tutorial Part 1
- View My Accounts Tutorial Part 2
- View My Account Tutorial Part 3
Want to view the entire webinar? Click Here.
Medicare and Managing Health Care Expense
- Part 1 - Introduction and Overview
- Part 2 - Medicare Enrollment, part 1
- Part 3 - Medicare Enrollment, part 2
- Part 4 - Medicare and Private Insurance
- Part 5 - Out of Pocket Cost
- Part 6 - Long Term Care and Reminders
Want to view the entire webinar? Click here
2012 Fourth Quarter Client Webinar: Economic Update and Year-End Tax Planning (11/29/12)
- Part 1 - Economic Update
- Part 2 - Year-End Tax Planning 'Overview & Fiscal Cliff'
- Part 3 - Year-End Tax Planning 'Know the Numbers'
- Part 4 - Year-End Tax Planning 'Framing & Examples'
Want to view the entire webinar? Click here
2012 Third Quarter Client Webinar: Successor Trustee Presentation (9/21/12)
- Part 1 - Successor Trustee Presentation Overview
- Part 2 - Successor Trustee - First 30 Days
- Part 3 - Successor Trustee - First 60 Days and What Not To Do
- Part 4 - Successor Trustee - Duties and Conclusion
Want to view the entire playlist? Click here
Insurance Planning Webinar: But What If I Live? (6/7/12)
- Part 1 - Introduction
- Part 2 - Disability Insurance
- Part 3 - Disability Part 2 & Critical Insurance
- Part 4 - Long-Term Care (LTC) Insurance
- Part 5 - How much coverage do you need?
- Part 6 - Summary & Questions
Want to view the entire playlist? Click here
College Costs Webinar: The More You Know, The More You'll Save (5/2/12)
- One-minute overview - Education Funding
- Part 1 - Step One: Introduction & Plan Framework
- Part 2 - Step Two: Family Type & Needs Analysis
- Part 3 - Step Three: Your Student
- Part 4 - Tools: Grants & Savings
- Part 5 - Tools: Loans & Taxes
- Part 6 - Tools: Income Shifting
- Part 7 - Strategies & Summary
Want to view the entire playlist? Click here
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income (3/22/12)
- Part 1 - Will Social Security be around for you? Solvency Discussion
- Part 2 - Wonder how your Social Security benefit is calculated? Benefit Calculation
- Part 3 - Looking insight on Survivor Benefits?
- Part 4 - Make the most of your hard earned benefit! Claim Now, Claim More Later
2012 First Quarter Client Webinar: Economic Update & Retirement Income Planning
- Part 1 - Current Outlook at March 2012
- Part 2 - Keys to Successful Investing
- Part 3 - Safe Withdrawal 'Rule of Thumb' Critisism
- Part 4 - Retirement Income Planning Additional Considerations
Library of Past Client Events
- Have questions about Long-Term Care?
- Wondering about Mutual Fund Selection?
- Have Estate Planning Questions?
- Have questions about The Debt Ceiling, Economic Outlook, Markets and Your Investments?
- Do you need a College Education Funding plan?
