On Demand Webinars

Taxes in Retirement – The New Tax and Financial Rules have changed … are you prepared?

Our webinar will help you better understand the potential impact taxes have on your retirement income and:

• The SECURE Act and the impact that its passing could have on your retirement savings
• Understand the official new tax reform rules and their impact on your retirement
• Ways to potentially protect yourself against volatile market conditions
• The changing rules for a retiring generation of baby boomers
• How lost deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• A basic overview of the tax rules as they apply today
• Strategies to help protect yourself against the taxation of your Social Security income
• How rising taxes affects your retirement cash flow

Financial Self-Defense -- 7 Things you can control...when COVID-19 continues to stop us in our tracks! (13:23)

This short, 13-minute video will tell you why you need 7 essential financial documents done… right now… to protect you and your family from both financial and health hardships.

These documents, which are free to you, can be the difference of…

• Spending thousands unnecessarily…
• Getting bogged down in both medical and financial red tape…
• Create an unending burden of stress…
• Instead, by having these 7 things done properly…you can make sure any unforeseen problems in the future will be handled much more easily and efficiently.

You've done a Great Job...BUT do you still wonder if you missed something? (6:09)

The Full Checklist can uncover up to 21 potential "leaks" that can cause issues during your retirement. Critical things like: 

• Healthcare costs
• Outliving your savings
• How do you get a safe return on your portfolio? 
• Your spouse and family...are they protected in case something happens to you? 
• Are you aware that you may qualify for over one-years’ worth of in-home or long-term care without spending a dime on expensive annual premiums—that could be over $80,000 in benefits to you… the catch is you must act now, while you are still healthy.

Are you ready for a happy, Secure and Confident retirement?