Medicare Basics
In this webinar, we will be taking a deep dive into Medicare and what your options are. You will learn more about:
● Your different medical insurance options in retirement (Original Medicare vs Medicare Advantage)
● What is vs is not covered
● Costs associated with Medicare
● When and how to enroll
Understanding Long Term Care
The best time to plan for Long-Term Care (LTC) is long before you need it. In this informative seminar we will cover:
● Why plan for long-term care?
● How does it work?
● What does Medicare cover? Medicaid?
● Types of Long-Term Care coverage and your current plan
● Common Pitfalls
Withdrawal Strategies - Making your Savings Last
You’ve saved well for retirement, now what? This webinar shows you how to turn your hard earned savings into steady income for decades to come.
● How much income you really need
● How to plan for a longer-than-expected retirement
● Income options to create a steady cash flow
● Key retirement risks to plan for
Estate Planning Basics
Want to know the difference between a trust and a will? This webinar will give you an overview of what happens to your assets and property when you pass away and how to protect your family. We will be reviewing:
● Essential estate planning documents
● What happens to your assets when you pass away?
● How a trust works
● Talking with your family about your estate
Understanding your Retirement Plan
This seminar provides a roadmap for maximizing your employer-sponsored plan. We will cover how a 403(b) works and how it’s a powerful tool to help set you for retirement. *More information on this seminar to come.
CLICK HERE to register for Thursday September 24th at 12:00pm
Life Insurance Basics
When it comes to Risk Management, the greatest what-if, is what if you or your spouse passes away early or unexpectedly? How would this event impact your survivors? This seminar will cover:
● What is Life Insurance?
● Types of life insurance available to you
● How to calculate the coverage you will need
● Updating your needs over time
CLICK HERE to register for Thursday November 19th at 12:00pm
Taxes in Retirement
Worried that taxes will take away the fun in your retirement? In this webinar, we’ll be reviewing how taxes will impact your retirement. You can expect to learn more about:
● Taxes you stop paying in retirement
● How Social Security is taxed
● How your investments and savings are taxed in retirement
● Go through an example of a retiree and how much they pay in taxes
Webinar Recording Coming Soon!
Social Security Basics
Social Security can feel confusing, but the decisions you make impact your income for the rest of your life. We will cover:
● How Social Security works, who qualifies, and how benefits are calculated
● When to apply for social security & how timing affects your monthly benefit
● How to maximize your benefits, including spousal and survivor strategies
Introduction to Retirement Planning
Not sure where to begin with retirement? This webinar breaks retirement planning down into simple, easy-to-understand steps so you can feel more confident about what’s ahead. You can expect to learn more about:
● How to think about what you want retirement to look like
● How to estimate your retirement budget
● Where your retirement income may come from
● How taxes and inflation can impact your income
● How to pull everything together into a clear plan
Are You on Track for Retirement?
We invite you to schedule a one-on-one retirement forecast meeting with our experienced financial advisors at a time that works for you. In this 30-minute virtual meeting, you’ll be able to talk privately with a financial professional about your retirement goals and whether or not you’re on track to meet them.
We’ll provide you with a personalized estimate of how much income you’ll need in retirement and develop a sound financial strategy to get you to your goals. When the meeting’s over, you’ll walk away with a plan and a better understanding of your retirement outlook.
This consultation is completely complimentary. Select an advisor from the list below and schedule your retirement forecast meeting today.
Click here to schedule a meeting with Cody Barner
Click here to schedule a meeting with Zackery Bertrand
Click here to schedule a meeting with Maureen Huttel
Click here to schedule a meeting with Dennis Williams
Click here to learn more about the Retirement Forecast meeting