Most Recent Webinar
Retire With Power
Nov. 11th, 2022
Medicare Open Enrollment Educational Webinar
Recorded September 22, 2022
Hillary Broome, Medicare Solutions Advisor and author of How to Get Totally Lost on the Road to Medicare , discusses how to find ease with Medicare Open Enrollment in this educational webinar.
In this webinar, learn about:
- Medicare timing for you
- The 4 Parts of Medicare
- When to Make Changes in Medicare
A Strategy for Workplace Financial Wellness
Recorded August 24, 2022
Edwin McKnight, LUTCF, ChFC®, leads this educational segment for employers to learn strategies for workplace financial wellness.
In this webinar, learn about:
- The value of being Proactive
- Impact of financial pressures on employees and workplace productivity
- A Case History
- Market Solutions
- Follow Up Resources and Next Steps
Borrowed Business Wisdom
Some wisdom you "buy" (you learn it yourself) and some wisdom you "borrow" (someone else learned it and then shares it). This webinar invites you to borrow some of the wisdom Edwin McKnight has "bought" over the last 30 years.
In this hour-long webinar, we share with you the books that have been instrumental to the growth of our office and how the implementation of their key concepts has impacted our culture.
Tax Insights with H A Beasley
This discussion-based webinar hosted by Edwin McKnight with special guest, local CPA and business owner, H A Beasley.
H A is bringing you up-to-date information and insights on topics such as: IRA related items, How retirement withdrawals effect Social Security Benefits, and all you need to know about the 2021 Tax Credits
401(k) Day with MT|SHRM
Click to watch this one-hour presentation to learn the impacts technology and participant behavior have on the retirement industry.
We will analyze target date fund construction and discuss how managed accounts can solve the basic "general principles of financial planning".
Medicare and Employer Coverage: How Can They Coordinate Together?
More individuals are delaying retirement to after age 65. This is leaving them wondering if they should stay on their Employer plan or go to Medicare.
We get this question from our individual clients and also from our HR and Employer clients, as they wonder how to advise their employees. The answer comes with understanding different variables that Mr. Hillary Broome breaks down for us in the hour-long webinar.
Retire with Power: Business Owner Edition
Are you ready to Retire with Power? We've designed this workshop to provide you with the greatest opportunity for success.
Topics include the "when" of retirement, Social Security claiming, Pension choices, Medicare coverage, Chronic Illness planning, and achieving Legacy Goals.
This edition will also include a section on succession planning and additional considerations for business owners.
RAISING FINANCIALLY SAVVY KIDS
Talking about money with your children is one of the most important conversations you’ll have.
During this hour-long presentation, we’ll cover topics like values and money, learning to earn, saving and investing, budgeting and borrowing, and giving back to help you have the best discussion possible.
You will also receive a free downloadable book with even more great content just for watching.
CPA WEBINAR: DEVELOPING A TAX-SMART RETIREMENT INCOME STRATEGY
This course examines the negative impact taxes can have on the success of a retirement income plan and proposes actionable strategies to help clients improve results, including:
- Building tax diversification into clients’ portfolios to help them better manage their personal tax bill in retirement
- Using your client’s personal tax situation to identify the most advantageous withdrawal strategy.
In partnership with Putnam Investments. Guest speaker William D. Cass, CFP®, CPWA®.
TAX INSIGHTS 2020
This discussion-based event focused on items related to end-of-year tax planning.
Some content is Covid-specific but most content is more widely applicable.
Guest speaker H. A. Beasley, CPA and Edwin McKnight, LUTCF, ChFC answered participant questions in a conversational setting.
CYBER SECURITY: IDENTITY THEFT
This webinar focuses on preventing identity theft. We’ll discuss just how easy it is to have your identity stolen and some actionable strategies that you and your family can implement today to start protecting yourselves.
This is one of our most popular Info for a Better Life events.