Events

Life Insurance Policy Review

September is Life Insurance Awareness Month!  To celebrate we are hosting a webinar for our clients and guests to discuss the importance of doing a life insurance policy review. Does your policy cover income loss, mortgage and liabilities and education expenses? Are you able to supplement retirement spending or Long Term Care costs with your cash value? Join us and learn your answers to these questions.  Life insurance has changed over the years and you may in need of a review.

Healthcare in Retirement Webinar

So why should you worry about healthcare in retirement? Think of it this way: you are likely to be retired for 20 or more years. A lot can happen during that time, and it is likely that you will need some type of healthcare. Even if you are very healthy, you will be aging, you may get sick, you may have an accident. The time to prepare for this is now. When you have a solid plan in place, you will have one less thing to worry about during your retirement years – giving you the freedom to get more enjoyment out of that time of your life. This event will be presented by our friends at Nationwide.

BlackRock Market Update - June 2022

We invite you to join us for a conference call along with our strategic partner, BlackRock, the world’s largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Brett Wager, VP, is a Product Strategist in Multi-Asset Strategies & Solutions and Chair of the Cryptoasset Forum. Please see her bio below. Together, we will continue our discussion of recent market volatility and hopefully provide some clarity in this time of uncertainty. Zoom Webinar (Name/Video) will be turned off. https://cetera.zoom.us/j/91041535346?pwd=Mi8ySzJOQVNYR1FRNGt1TUpOOHBBQT09

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

Savvy Social Security Planning for Women

What women need to know to help maximize their retirement income.

Savvy Social Security Planning for Women

Learn the answers to your questions: How can I maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

30 Minutes on Medicare Basics

Baby Boomers are asking... What doe Medicare Cover? How do the four parts of Medicare work together? When do I have to enroll in Medicare? How does Medicare work with the insurance I've already got? What can I expect to pay for my healthcare down the line?

Savvy Social Security Planning for Women (10/20/20)

Learn the answers to your questions: • How can i maximize my Social Security benefits? • Are there survivor benefits if my husband or ex-husband dies? • If I get divorced, are there divorced-spouse benefits? • How can I best coordinate retirement benefits with my husband? • What Social Security strategies should I consider before remarrying? And more …

Managing Healthcare Expenses in Retirement

This educational workshop will cover the following: How Medicare enrollment periods work and what you need to do to avoid late-enrollment penalties. How much you can expect to pay in healthcare costs after going onto Medicare How Medicare works with private insurance to provide comprehensive coverage. Why most people pay too much for private insurance and how you can avoid excess costs. Why you must prepare for higher healthcare costs in retirement including the possibility of needing long-term care.

Savvy Social Security Planning for Women

Learn the answers to your questions: How can i maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

Retirement Savings Challenges for Women

Women and Money: Taking Charge of Your Financial Future

Investment Matters - 5 Smart Investment Strategies

Savvy Social Security Planning for Women

Learn the answers to your questions: - How can i maximize my Social Security benefits? - Are there survivor benefits if my husband or ex-husband dies? - If I get divorced, are there divorced-spouse benefits? - How can I best coordinate retirement benefits with my husband? - What Social Security planning should I consider before remarrying? And more...

Managing Your Lifestyle

We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

Financial Essentials - 403(b), New York State Teachers’ Retirement System

Reviewing the Pension Tier system and what each can expect in benefits verse traditional retirement savings.

Healthcare vs. Corona Virus Overview with Fidelity

- What impact the Corona virus has had on the economy - What does the rest of 2020 look like? - What areas may actually benefit from the virus

Global Market Overview with Blackrock

Global market outlook as it relates to the COVID19 virus and what we can expect to look for in the upcoming season.

Savvy Social Security Planning Seminar

What baby boomers need to know to help maximize retirement income.