Are you caring for a loved one with Alzheimer’s disease or a related dementia or do you know someone who is? If you are or you anticipate being in this situation at some point in the future, please join us for this informational and enlightening webinar to learn more about the disease, learn how to more effectively and respectfully care for those with the disease as it progresses, and how to make sure you care for yourself in the meantime.
Do you or your staff need a refresher on IRAs, 401ks, pensions and basic QDRO issues for your divorce cases? Join Jacqueline Roessler, CDFA® and Melissa Joy, CFP®, CDFA® for an engaging and eye-opening workshop!
Being responsible for someone else’s finances can be a huge weight to carry. Learn what it means to serve in the role of a financial fiduciary — persons required to always act in the best financial interest of those they are serving. Learn where to find guidance and resources, avoid scams, and how to establish sound, long-term planning.
Mondays for three weeks starting April 9th, 2018, from 6-8pm
Go beyond traditional retirement planning and tackle topics such as long-term care planning, difficult conversations with family, aging, and end-of-life planning. Discuss resources, downsizing, housing and care options, legal and financial guidance and more. Plan now for your later long life.
Many of us aren’t sure how much they can spend in retirement and which funds to use. All this adds up to stress and indecision. During our discussion, we’ll discuss 401(k)’s, IRA’s, pensions, Social Security, and how you can plan to create your own tax-efficient retirement paycheck.
The Center is sponsoring a live concert put on by rock band Gooding. Gooding’s mission is to teach financial literacy to every student in America! They engage kids with a live concert, inspire with the musicians’ personal stories, and encourage critical thinking during a spirited Q&A. They learn how to harness money as a tool to succeed, achieve dreams and change lives. Teaching young people to make smart financial decisions now leads to a better shot at success in the future.
Instances of Fraud and Scams are in the news on a daily basis. We are all vulnerable, particularly older adults. During our discussion, we will review current Frauds and Scams, how to protect you and your loved ones, and look at resources available to help if you have already been a victim.
The tax costs of investments are taken away from your investment returns. In this interactive webinar, we’ll look at your current tax situation and provide suggestions for how you can reduce the tax hit associated with your investment decisions. During this information-packed session, we’ll help you to understand:
- Understanding your tax bracket with the new tax law
- Why your cost basis elections matter for your taxes
- How your choice on drawing from different types of accounts impacts your tax bill
- The methods to make a charitable gift count toward a tax deduction with the new tax law
- The typical tax costs associated with different types of investments, and
- What research shows about the results of careful tax investment planning