December 10
@
3:00 pm
–
4:00 pm
This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind.
This is an overview. Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.
December 10
@
12:00 pm
–
1:00 pm
This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind.
This is an overview. Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.
November 12
@
12:00 pm
–
1:00 pm
Medicare is a complex system, but understanding your coverage options can be essential to getting the healthcare you need. This event covers some of the basics of Medicare, including the different parts and what they cover, eligibility requirements, and enrollment periods. We’ll also discuss considerations for choosing a plan, maximizing your benefits, and navigating the Medicare system.
November 12
@
3:00 pm
–
4:00 pm
Medicare is a complex system, but understanding your coverage options can be essential to getting the healthcare you need. This event covers some of the basics of Medicare, including the different parts and what they cover, eligibility requirements, and enrollment periods. We’ll also discuss considerations for choosing a plan, maximizing your benefits, and navigating the Medicare system.
October 31
@
3:00 pm
–
4:00 pm
The holidays are a time for celebration but can also bring stress and financial strain. We’ll look at the financial side of holiday planning and provide ideas for keeping your budget in check while enjoying the festive season. Learn about budgeting for gifts and entertainment, and get tips for finding deals and leveraging technology. We’ll discuss thoughtful gift-giving strategies, hosting a gathering on a budget, and avoiding debt.
October 31
@
12:00 pm
–
1:00 pm
The holidays are a time for celebration but can also bring stress and financial strain. We’ll look at the financial side of holiday planning and provide ideas for keeping your budget in check while enjoying the festive season. Learn about budgeting for gifts and entertainment, and get tips for finding deals and leveraging technology. We’ll discuss thoughtful gift-giving strategies, hosting a gathering on a budget, and avoiding debt.
October 8
@
3:00 pm
–
4:00 pm
Many people put off estate planning until it’s too late. We’ll provide practical tips for creating a plan that reflects your values and goals. We’ll cover various financial factors and tools that can help protect your assets and ensure your wishes are carried out – like wills, trusts, powers of attorney, and healthcare directives. Join us to learn how you can start securing your legacy today.
October 8
@
12:00 pm
–
1:00 pm
Many people put off estate planning until it’s too late. We’ll provide practical tips for creating a plan that reflects your values and goals. We’ll cover various financial factors and tools that can help protect your assets and ensure your wishes are carried out – like wills, trusts, powers of attorney, and healthcare directives. Join us to learn how you can start securing your legacy today.
November 5
@
12:00 pm
–
1:00 pm
How you invest today can impact what you’ll have tomorrow. No matter where you are in your career journey, this webinar can help you understand five key principles of investing for the future so you can get the most from your money.
We’ll talk about these important principles:
- Choosing the right type of account
- Understanding the risk/return trade-off
- Having the right mix of investments
- Staying the course
- Reviewing regularly
October 23
@
3:00 pm
–
4:00 pm
Healthcare costs can really add up in retirement. That’s why it pays to be prepared. In this webinar, we’ll help you separate myth from reality when it comes to managing costs for a healthy financial future.
You’ll learn about:
- Medicare benefits—from what’s covered to what isn’t—and the options you have
- The realities of long-term care and how to prepare for the costs
- Health savings accounts and how they can help you save money
