Medicare & Social Security Demystified!
Thursday, Oct. 14th @12pm
Join us for educational webinar on:
- Who's eligible
- Understanding part's A, B, C, D
- What's covered. What's NOT covered
- Social Security history
- SS Filing
- SS and Taxes
Q4 Market Update
SAVE THE DATE
Tues. | October 27th @12pm
Understanding Different Types of Life Insurance
Wednesday, Sep. 8th @12pm
Join us for an educational webinar on Life Insurance:
- We'll explain the different types of life insurance
- How each type fits into your financial picture
- The pros and cons to each type
- How permanent life insurance can be an asset
- How to determine how much you need
J.P. Morgan Presents: Q3 Guide to Markets
TUES. JULY 13TH @12PM | Zoom
Join our guest speaker, Meera Pandit | 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
U.S. Economy | Equities | Global Markets| Fixed Income | Alternatives
Estate Planning Demystified
Wednesday, June 16th @12pm
Join us for an educational webinar on Estate Planning:
- What is Estate Planning?
- Estate Planning terminology defined
- Tax implications –What you need to know and 2021 changes.
- Fundamental planning strategies
- Gift Tax – What you need to know.
What Is A Financial Plan & Do I Need One?
Wednesday, May 19th @12pm
In this webinar we will cover:
- What does a financial plan do for me and how do I create one
- How to bridge goals with an action plan
- Review the cornerstones of financial planning:
Cash Management | Investing | Protection | Tax Planning | Retirement
Retirement Income Planning
Tuesday, April 20th @ 12pm
It's never too early to plan for retirement but there is a point it can be too late.
Join us for a discussion on:
-Envisioning your retirement now
-Potential risks
-Strategies to consider
-How to build and execute your vision
Q2 Market Update
Thursday April 8th @ 12pm
Join our guest speaker, Dan Suzuki, Deputy CIO or Richard Bernstein Advisors, for a review of :
- Current Market Trends
- Long Term Outlook
- Investment Strategies for long time horizons
Navigating Today's Tax Environment 2021
Tuesday, March 16th @ 12pm
So much has changed over the last four years in the tax landscape. Join us for a review of:
-The Tax Cuts & Job Act
-Tax Planning Strategies
-The importance of tax-efficient investing.
ESG Investing | BlackRock
Tuesday, March 9th @ 5pm
Join us for an educational webinar on ESG investing. Our guest speaker, Tom Scarrone, Model Specialist, will discuss:
-What is ESG?
-Identifying Risks
-Capturing Opportunities
-Why sustainability is the new standard for -investing
Immediate vs. Deferred Annuities
