Workshops, Webinars & Events
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July 2024
Tax Efficient Investing and Distribution Strategies Sold Out
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 and post-retirement years. After all, it’s not what you earn, but rather what you keep that is important. Topics covered will include the following: Why […]
August 2024
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 […]
Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA
Hosted By: Matt Murphy, CFP®, AIF® 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 my withdrawals? How do RMD’s and withdrawals from my IRA affect the rest of my income tax situation? 5 “savvy” strategies for getting the […]
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, […]
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 to plan for this cost. While many people understand the basic idea that some retirees may need long-term care, planning for it is often confusing […]
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 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, […]
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