RECORDED
Webinars.
Webinars.
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
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
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
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”
