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Previous Webinars

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<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

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

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