Workshops, Webinars & Events
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December 2024
How Tax Planning Changes through Four Stages of Retirement
Hosted By: Dave Balakrishnan CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
Savvy Social Security Planning for Couples
Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA Topics covered: The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime—including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help […]
January 2025
Will Your Savings Last a Lifetime?
Presenter: Gary Abely CPA, CFP®, AIF® Appropriate for both current retirees concerned about running out of money and those currently planning for retirement. Topics will include investment basics, tax planning, planning for special healthcare needs, budgeting, and calculating appropriate withdrawal rates from retirement accounts.
Social Security Planning: Basic Rules and Claiming Strategies
Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for those planning for retirement and current retirees wanting information on the basic rules and claiming strategies around Social Security. Topics will include the basics around when should I apply for Social Security, what are my benefits, what happens if I continue to work, information on spousal benefits, […]
Healthcare Options in Retirement
Presenter: Gary Abely, CPA, CFP®️, AIF®️ Join us as we explore your healthcare options in retirement: Medicare, Medicaid and Long Term Care. This workshop is appropriate for Seniors confused about their Medicare options, those who will be Medicare eligible soon and those wanting to better understand their long term care options.
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