Friday, August 23, 2024

There has never been a time in the history of America where tax planning has been so important for retirees as it is today. Due to our ever-increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades. In this webinar we will cover the various taxes your retiree clients will face and strategies you can use to help them reduce or eliminate these taxes. We will cover topics from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything in between. Other topics include, but are not limited to, Net Investment Income Tax (NIIT), capital gains, state taxes, estate taxes. Roth accounts, and premium credits. If you are looking for a comprehensive class on the impact taxes will have on your retiree clients, this is the class for you.

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.

Wednesday, April 24, 2024

In this webinar, you will learn about the top 5 mistakes that both broke lottery winners and retirees make that impact their future success. You will also learn what can be done to overcome each of these mistakes in your retirement before it’s too late. This is a must-attend webinar for those who feel uncertain about their retirement and are open to a new paradigm in retirement planning.

Wednesday, April 24, 2024

Over 90% of Americans do not maximize their social security benefits, causing them to miss tens of thousands of dollars they are entitled to. Are you one of these people? In this webinar, you will gain the knowledge you need to help you make the right decision regarding receiving social security benefits for you, your loved ones, and even those you no longer love. You will be taught about the program’s history and why many of the myths you have about the program are incorrect, including the program’s financial stability.

Wednesday, April 24, 2024

In this webinar, we will break down the history behind the financial service industry including brokers/dealers, banks, investment advisors, and insurance agencies, and how we got to where we are today. We will talk about how advisors work and what their responsibilities are to you as a client as well as how advisors get paid for the services they perform.

Monday, April 15, 2024

Retirees are running out of money at an alarming rate. Much of this dilemma is caused by mistakes retirees make in early retirement years without understanding the long-term financial impact of those decisions. In this webinar, attendees will learn the top 15 mistakes retirees are making that impact their financial stability in retirement and what can be done to avoid these same mistakes. Nobody wants to start retirement with enough money to retire and then run out of money during retirement due to poor decisions.

Friday, April 12, 2024

There are two main questions you must ask yourself when you retire. What do I want my money to do while I am alive and what do I want my money to do once I die? For most people, these questions can be answered without much effort, but ask them how they will structure their retirement income to allow these two things to happen and this is where things can get messy. In this webinar, we will cover research from Dr. Wade Phau and Dr. Alex Murguia that can be used to help individuals like you determine which of four retirement income paths should increase your chance for retirement success.