Thursday, June 06, 2024
November 2022
Thursday, June 06, 2024
October 2022
Thursday, June 06, 2024
September 2022
Thursday, June 06, 2024
August 2022
Thursday, June 06, 2024
May 2022
Thursday, May 30, 2024
Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.
Wednesday, April 24, 2024
The creation of IRA’s and 401(k)s in the 1970s shifted retirement plans from being primarily employer-funded to now being employee-funded. Rather than improving retirement for most people, these changes have created a population that is not prepared for 30-40 years of permanent unemployment. In this webinar, we talk about the challenges facing those who are planning for retirement. Furthermore, we discuss what current changes have been made or have been proposed to help retirees deal with a new retirement landscape. In conclusion, we present a variety of options that will improve retirement plans by taking advantage of these changes.
Wednesday, April 24, 2024
Medicare is a complex and evolving program that most retirees do not spend enough time trying to understand. In this webinar, attendees will learn the essential information they need to know to better understand the Medicare program and the benefits to which they are entitled. In addition, attendees will learn why a long-term care event is becoming such a big problem for many retirees and what you can do to prepare for such an event.