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.

 

October 23, 2018

6:00p - 7:00p

Protecting Wealth for an Aging America

Today more than 16 million Americans provide unpaid care for people living with Alzheimer's disease or other dementias according to a report by the Alzheimer's Association. As the baby boomers continue to age, the number of people needing care is expected to grow exponentially.

 

November 13, 2018

6:00p - 7:00p

A New Tax Shelter: The Cash Balance Plan

Do you find yourself confronted with wanting to increase your retirement plan contributions, while reducing your tax liabilty, but find yourself limited, if not prevented, from contributing to an IRA, ROTH IRA of 401(k)?

 

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.

Event Registration

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