Financial Planning Webinars
On Demand

Planning for retirement has never been easier. Watch any of our financial planning or tax-planning webinars wherever you are at your own time.

Why People Are Rushing To Convert To A Roth

Many people have been rushing to convert their IRA accounts to a ROTH account recently. In this webinar, you will learn:

• Why people are rushing to convert their IRAs to Roth IRA
• Reasons why you might consider doing the same

How Tax Planning Changes Through 4 Stages of Retirement

  • Tax questions to ask BEFORE retirement
  • Surprises that can make retirement more expensive
  • How to avoid the Social Security “tax trap”
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Action steps throughout the 4 stages of retirement
  • Mistakes to avoid when it comes to your investment portfolio, health care and estate

The ABCs of Fixed Index Annuities

If you started thinking about creating income for retirement, chances are you’ve heard about fixed index annuities. But can they be helpful for you in growing your assets and generating income during retirement? In this webinar you'll learn:

  1. What are fixed index annuities
  2. How fixed index annuities work
  3. The advantages of fixed index annuities
  4. If fixed index annuities are right for you

Four Tips To Power Through A Down Market

Markets go up – and will inevitably go down, and when they do, you’ll want to be prepared for a downturn. What can you do during a market downturn? In this webinar you'll gain four tips you may want to keep in mind to weather through the next bear market.

Before You Retire - 5 Mistakes To Avoid

When it comes to retirement, there's a lot to plan out and a lot of mistakes that can be made - some that can result in overpaying in taxes or running out of money during retirement. In this video, you'll learn about five common mistakes you'll want to try avoid during retirement.

Will your retirement savings last as long as you do?

Pensions are disappearing and the days of relying on social security are nearly over. And there are many other challenges that are making people question if they will ever be able to retire. In this video, we'll help you understand some of these challenges to help you plan out your retirement income and help ensure your retirement savings will last as long as you do.

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