RECORDED

Webinars.

Webinars.

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 30-Minute Educational Webinar

HARVESTING RETIREMENT PLANS

Topics covered in this educational webinar:

  • How to protect against market fluctuations

  • How to protect against inflation

  • How to protect against outliving your savings

  • Using IRA rollovers to continue tax deferral

  • How to protect against long term care expenses

Harvesting Retirement Plans Webinar Handouts

Free webinar handouts include the Retirement Plan Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 30-Minute Educational Webinar

A TAX-WISE RETIREMENT

Topics covered in this educational webinar:

  • Uncle Sam’s Share of Your Retirement Accounts

  • Social Security Tax Reduction Strategies

  • Roth Conversion Strategies

  • Tax Free Cash Flow

  • How to be Tax Wise in Retirement

Tax Wise Retirement Webinar Handouts

Free webinar handouts include the Tax Wise Retirement Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 45-Minute Educational Webinar

SUPERSIZING SOCIAL SECURITY

Topics covered in this educational webinar:

  • Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

  • Benefits for Surviving Spouses

  • Taxation of Benefits

Social Security Webinar Handouts

Free webinar handouts include the Social Security Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 45-Minute Educational Webinar

MEDICARE MADE EASY

Topics covered in this educational webinar:

  • Enrollment Rules

  • Medicare Parts A-B-C-D

  • Medicare Advantage Plans

  • Prescription Drug Plans

  • Avoiding the “Donut Hole”

Medicare Made Easy Webinar Handouts

Free webinar handouts include the Mastering Medicare Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.