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July 2020

WEBINAR: A 3-Step Financial Prescription for Healthcare Professionals

July 29, 2020 - July 30, 2020
Virtual Webinar

This webinar addresses some of the unique challenges healthcare professionals may face when it comes to personal finances and saving for retirement. Some topics we'll cover include: Budgeting and Debt Planning ​​​​​​Challenges during the Accumulation phase and how to plan ahead Retirement Income Planning Concrete ACTION STEPS you can take right now to start planning for the future! Please Note: There are several different dates and times available to attend this webinar.   Please click HERE to register! 

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August 2020

WEBINAR: Retiring In A Recession

August 26, 2020 @ 6:00 pm - 7:00 pm
Virtual Webinar

Here's what you'll learn... Find out why larger drops in the stock market may be coming and what it will actually take to recover Learn the rules Warren Buffett uses to analyze whether a risk is worth the reward See why we can expect to see continued market volatility in the coming months Discover one important strategy to help protect yourself from uncertain market conditions (without trying to time the market) How this market drop is totally different than past corrections…

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September 2020

Webinar: D.R.O.P. for EMT’s, Firefighters, Police Officers & State Employees

September 27, 2020 - December 28, 2020
Virtual Webinar

There are numerous options to consider regarding the Deferred Retirement Option Plan. For some people, this may be one of the biggest financial decisions they have ever made! What is the DROP program? What Step are you on? What are the common mistakes? How does DROP fit into my overall retirement plan? Timeline: What Should I Do and When? Please Note: There are several different dates and times available to attend this webinar.   Please click HERE to register!  <!--…

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Webinar: Smart Women, Smart Retirement!

September 28, 2020 - December 29, 2020
Virtual Webinar

Empowering Women to spend wisely, establish financial independence, align their values with their money, and accumulate greater personal and financial wealth. ~How to align your money with what matters to you most ~3 simple moves you can make to help take control of your financial future before and during retirement ~The good news for women facing and enjoying retirement ~What you need to do to make sure you and your family are prepared if something should happen to you or your spouse ~Why millions of informed…

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