Broker Check

Events

To help you understand your own financial situation better, I host a monthly live WebEx Webinar in which you can participate from your own computer.  Each Webinar will be recorded and made available to you at any time via my YouTube Channel by clicking on the icon at the top of the page.

 

April 24, 2018

6:00p - 7:00p

Health Care in Retirement Webinar

Health care is consistently among the primary concerns of retirees and pre-retirees as they consider their post-employment finances. In this Webinar we’ll examine how you can place the health care expense question in your overall retirement income plan, understand the importance of planning for health care related expenses in retirement, and the options available to address and manage your health care expense risk

 

May 22, 2018

6:00p - 7:00p

Company-Sponsored Retirement Plans

Setting up a Group Retirement Plan, such as a SEP, SIMPLE or 401(k) can be a smart way to provide for one of your key assets - your employees - as well as benefitting you and your business.  In this Webinar I will show how a Plan can help to attract and retain valuable employees, reduce your company's tax burden and allow you to invest money in your own retirement.

 

June 19, 2018

6:00p - 7:00p

Webinar

Why Life Insurance Now?

This presentation will address three key topics: 1. Today's environment 2. Why life insurance can be a fit for your financial strategy 3. Why now may be a good time to consider fixed index universal life insurance.

 

July 30, 2018

6:00p - 7:00p

Mid-Year Market Outlook 2018

Please join me for a comprehensive perspective on the markets and the economy - and the opportunities and challenges that may lie ahead for the remainder of the year.

 

August 21, 2018

6:00p - 7:00p

Long Term Care Planning Webinar

This session will focus on some of the personal and financial issues that you, or you and your spouse, may face as you enter the retirement years, and to help prepare you for the unexpected. This presentation will cover what long-term care is, the risk of needing long-term care, and the associated costs. We will review what funding sources are available to help you determine whether LTC insurance is the right choice for you.

 

September 18, 2018

6:00p - 7:00p

How to Save For College Webinar

We will help prepare you to meet the rising costs of college by presenting a step-by-step guide to financial planning for college.

 

October 23, 2018

6:00p - 7:00p

Financial Planning & Dementia Webinar

Today, more than 15 million Americans are caring for an individual living with Alzheimer’s disease or another form of dementia, and as the Baby Boomers continue to age, the number of people needing care is expected grow exponentially. In this presentation, I will share some of the financial concepts you should understand and several key questions you will have when trying to create a financial plan for, or with, a loved one living with Alzheimer’s disease or another type of dementia.

 

November 13, 2018

6:00p - 7:00p

Aging and Financial Implications Webinar

This webinar is all about empowering you to proactively make decisions about how you want to live as you age.

 

December 4, 2018

6:00p - 7:00p

Essentials of Estate Planning

Estate planning can be a complex undertaking involving complicated legal documents, numerous tax considerations, and difficult personal decisions. This seminar explains the basics of estate planning and helps prepare attendees to make informed decisions when creating their own plan. We'll discuss the benefits of estate planning; examine important planning tools, such as wills and trusts; and discuss how to turn one’s estate over to another person.

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