Family wealth includes more than just economic resources. Equip your family members for the responsibilities that wealth brings.
We’ll discuss:
• The importance of a wealth transfer plan
• Age-appropriate education designed to instill positive wealth habits
Retirement planning across generations and
demographics: Navigating the big decisions
Retirement planning involves important calculations,
from how much to save to when to retire.
During this webinar, learn:
Sunshine Silver Linings is excited to offer free, grant-funded Mental Health First Aid (MHFA) virtual courses this February and March, specifically for Vermonters and those serving Vermont communities! These interactive classes provide essential tools to support individuals experiencing mental health or substance use challenges, making a meaningful impact in our state.
Learn how to manage money, uncover how to set goals, balance your budget and use debt wisely. With the know-how you need and a little determination, you can put yourself on the path to greater lifelong financial security.
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.
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.
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.
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.
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.
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.