Workshops, Webinars & Events
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November 2024
LIVE: How Tax Planning Changes through Four Stages of Retirement
Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
December 2024
The New Retirement Rules: Understanding Secure Act 2.0
Presenters: Dave Balakrishnan Whether you are a Boomer or Gen X’er focused on retirement, Millennials or Gen Z’ers who will be the recipients of a great wealth transfer in the coming decades, The SECURE Act 2.0 passed in Dec 2022 has something in it for you. More ways to save for your retirement. New Rules […]
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 […]
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