Workshops, Webinars & Events
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May 2024
Social Security Planning: Basic Rules and Claiming Strategies Sold Out
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 […]
June 2024
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.
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, […]
July 2024
Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA
Hosted By: Matt Murphy CFP® Topics discussed will be: what are the new rules regarding RMD’s? What happens to my IRA when I die? How can I minimize taxes on […]
Tax Efficient Investing and Distribution Strategies
Presenter: Gary Abely CPA, CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies, Gary Abely, CPA, CFP®, AIF® will be discussing strategies for lowering taxes in the pre […]
August 2024
Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA
Hosted By: Matt Murphy CFP® Topics discussed will be: what are the new rules regarding RMD’s? What happens to my IRA when I die? How can I minimize taxes on […]
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 […]
September 2024
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Hosted by: Charles Curry, MBA, CFP®, AIF® and Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU® Appropriate for those concerned with the rising cost of Long-Term Care and looking for smart approaches […]
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.
October 2024
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 […]
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