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Previous Webinars

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<strong>Understanding Long-Term Care (9/22/2023)</strong>

Understanding Long-Term Care (9/22/2023)

We are living longer than ever. On average, someone age 65 today can expect to live to age 84.2 for men and age 86.8 for women. While the need for long-term care often happens gradually over time, it can also happen suddenly and can leave you or your loved one in a sticky situation without having the proper finances or plan for long-term care in place.

Take A Deep Dive Into:

  • What is long-term care (LTC)?
  • Popular types, costs, and ways to pay for care
  • Hybrid life insurance + LTC vs. traditional LTC
  • Claims payments: Cash indemnity vs. reimbursement
  • Managing long-term care needs
  • Long-term care: A case study
<strong>Understanding Medicare From A to D (6/22/2023)</strong>

Understanding Medicare From A to D (6/22/2023)

With more than 55 million Americans relying on Medicare for health care coverage, have you ever been curious about Medicare and how it can affect your future? With three different types of Medicare services including Medicare Part A (Hospital Insurance), Part B (Medical Insurance), and Part D (prescription drug coverage), there are a lot of questions that can arise about what service you can be covered by and what is included within each type of coverage.

Take A Deep Dive Into:

  • Understanding Medicare basics
  • Understanding Medicare coverage and costs
  • Description of Medicare drug coverage: Part D
  • Identification of the differences between Original Medicare and Medicare Advantage
  • Summarization of Medicare coordination benefit rules
<strong>SECUREing Your Retirement 2.0 (3/29/2023)</strong>

SECUREing Your Retirement 2.0 (3/29/2023)

Have you heard about the new SECURE Act that can affect your retirement planning? The SECURE Act 2.0 was passed into law as part of an omnibus spending bill signed by President Biden and builds upon some of the changes created in the original SECURE Act and is expected to have major impacts across the retirement landscape.

Learn About Changes Such As:

  • Changes to the required beginning date for Required Minimum Distributions
  • Elimination of RMD’s for Roth accounts in qualified plans
  • Creation of SIMPLE and SEP Roth IRA’s
  • Creation of 529 to Roth IRA transfers
  • New Post death transfer options for Spouse beneficiaries of retirement accounts
  • Changes to Catch up contributions for retirement plans
  • Relaxation of certain 72t rules
<strong>A Guide To Protecting Your Identity (11/4/2022)</strong>

A Guide To Protecting Your Identity (11/4/2022)

Do you ever wonder if your identity is fully protected online? Studies
show that identity theft is a growing problem in the U.S. and around the world. with 5.7 million Americans reporting fraud and identity theft
reports in 2021, we want to give you the most up to date information on how to protect you and your family. 

Learn Protection Strategies Such As:

  • Know: Understand your vulnerabilities
  • Monitor: Online and personal information
  • Defend: Learn how to defend against identity threats
<strong>Investment Themes (8/30/2022)</strong>

Investment Themes (8/30/2022)

Many of you may be wondering, is more uncertainty and volatility likely to be ahead? This presentation is a great opportunity to understand the current market conditions and future market forecasts from one of the leading money managers, Fidelity Investments.

Learn More About:

  • Our current equity market situation
  • How consumers play a key role in determining the economic path
  • What to consider when it comes to portfolio allocation
<strong>Common Sense In An Era Of Excess (3-31-2022)</strong>

Common Sense In An Era Of Excess (3-31-2022)

Many have wondered over the past two years how volitile the markets have been and what it will lead to for your investments. We help you learn how to keep a cool head and have commen sense in an erea of excess market expansion and decline!

Learn More About:

  • Where the markets have been in excess before including the Dotcom Bubble (1998 - 2000)
  • The Great Financial Crisis (2007 - 2009)
  • Today’s Speculative Mania (2020 - ?)
  • Where common sense falls into place during a time of market excess based on previous market information and statistics.