Tax Changes
Planning for 2023 and Beyond
Wed. | Dec. 14th @12PM | Zoom
Join our guest speaker, Robert Gambardella, CPA, for a review of the Inflation Reduction Act of 2022 and planning for 2023. Our speaker, will review the following changes:
Tax Changes in the Inflation Reduction Act of 2022
-15% Minimum Corporate Book Tax
-Renewable Energy Credits
-Increased Funding for the IRS
-Affordable Care Act (ACA) subsidy extension:
-Excise Tax on Stock Buy Backs
Retire Smart
How to accumulate, grow and distribute retirement assets
Tues. | Nov. 15th @12PM | Zoom
Join us for a discussion on how to properly approach your retirement planning. We will discuss:
-Envisioning your retirement
-Accumulation strategies
-Risks that can impact your retirement plan
-Sources of retirement income
-Costs, taxes and expenses that will impact your
retirement income
American Funds | Guide To Recessions
Mon. | Oct. 24th @12PM | Zoom
Join our guest speaker, Stephen May, CIMA, for a perspective on factors to understand and consider during a potential recession.
How have equities moved during past contractions?
How close is the next recession?
What can investors do to prepare?
Estate Planning Demystified
Wed. | Sep. 7th @12PM | Zoom
Join our speakers as they share the fundamentals of Estate Planning.
- What is Estate Planning
- Estate Planning terminology defined
- Tax Implications – What you need to know and 2022 changes
- Fundamental Planning Strategies
- Gift Tax – What you need to know.
How To Transfer Your Assets
Tues. | August 16th @12PM | Zoom
Join our master class as we clarify the proper ways to transfer your assets during your lifetime and post death.
The topics include:
- Reduce the challenges of probate
- Smoothly ensure your heirs receive wealth transfer
- Understand proper beneficiary designations for retirement accounts, life insurance and other assets
J.P. Morgan | Q3 Guide To The Markets
Wed. | July 26th @12PM | Zoom
Join our guest speaker, Jordan Jackson, Vice President, Global Market Strategist, for a review of:
- Equity earnings, valuations and performance across sectors
- Drivers of long-term economic growth
- Fixed income, inflation and market dynamics
- Global market performance and indicators
Annuities Demystified
Wed. | June 8th @12PM | Zoom
Don't understand exactly what an annuity is or how it works? You are not alone! Join us for an educational webinar on understanding the types, features, benefits and fees of annuities. We will share how it fit's into an individuals diversification of assets and how it can protect retirement income.
Understanding Medicare and Social Security Wed. | May 11th @12PM | Zoom
Join us for a two part educational webinar about Medicare and Social Security. Topics of discussion:
Medicare
What are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?
Social Security
Funding and spending. Filing as a young couple and older couple. Filing for divorcees, surviving spouses and single claimant. Pulling it all together as it relates to your retirement income.
J.P. Morgan | Q2 Guide To The Markets
Thurs. | April 28th @12PM | Zoom
Join our guest speaker, Jordan Jackson, Vice President, Global Market Strategist, for a review of:
-Equity earnings, valuations and performance across sectors
-Drivers of long-term economic growth
-Fixed income, inflation and market dynamics
-Global market performance and indicators
Top IRA Mistakes To Avoid
Thursday, March 17th @12pm | Zoom
Join our speakers, Edward Alferoff, CFP®, RICP® and Craig LoConte, CIMA on discussion about the most common IRA mistakes to avoid as it relates to beneficiaries, inherited IRA's and rollovers to name a few.
Savvy Women Smart Investors
Tuesday, March 8th @12pm | Zoom
Join our guest speakers, Sona Ramnani and Caribel Colon on celebrating Women's International Day with a financial wellness webinar geared toward discussing the best ways for women to navigate their finances.
J.P. Morgan | 2022 Market Outlook
Tuesday, Jan. 25th @11:30 a.m. | Zoom
Join our guest speaker, Jack Manley, Vice President, Global Market Strategist, for a review of:
-Equity earnings, valuations and performance across sectors
-Drivers of long-term economic growth
-Fixed income, inflation and market dynamics
-Global market performance and indicators
Four Really Good Reasons to Invest
