Events

Roth IRA Webinar

In this webinar we will talk about how a tax-free Roth IRA fits into your retirement plan. We will also discuss how to keep your IRA from becoming an IOU to the IRS.

Planning for Healthcare in Retirement Webinar

In this webinar we will talk about planning for health care in retirement. With more baby boomers retiring and living longer, the need to plan for and fund health-care expenses in retirement is growing rapidly. In this webinar we will examine the challenges retirees face, delve into the key components of retiree health care such as Medicare and long-term care, and finally, discuss planning considerations for clients.

Social Security Planning Webinar

Please join us for an informative presentation on Tuesday, January 11th from 6:00PM-7:00PM.

Principles of Preserving Wealth Webinar

Please join us for an informative webinar Tuesday, October 19th from 6-7pm. What is the purpose of estate management? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be. Finally, estate management is about managing the amount of estate taxes that may be due after your death. There are some fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death.

Home Equity Webinar

Please join is Tuesday, September 28th from 6-7 pm for a webinar regarding practical uses for home equity. The current peak in the housing market is providing home owners with a great opportunity to use their realized home equity to fund other important financial and family goals.  During this presentation we will look briefly at the housing market and then we will explore fundamental and enriching uses for your home equity dollars.

10th Anniversary Celebration and Ice Cream Sundae Open House

College Planning

Saving For College. In this presentation, we will talk about helping your children or grandchildren pay for college. Why?

Tax Matters (Tax Management Strategies)

Ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing.