Events & Webinars
“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, and financial guidance and more. Plan now for your later life.
Are you making your charitable contributions in the most tax-efficient manner? With nearly 90% of Americans now taking the standard deductions on their taxes due to recent tax law change, it’s become even more important to be intentional with how you actually facilitate the donations you make each year. During our discussion, we’ll discuss various strategies to consider so you pay less in tax and more to the organizations you’re most passionate about.
Are you making your charitable contributions in the most tax-efficient manner? With nearly 90% of Americans now taking the standard deductions on their taxes due to recent tax law change, it’s become even more important to be intentional with how you actually facilitate the donations you make each year. During our discussion, we’ll discuss various strategies to consider so you pay less in tax and more to the organizations you’re most passionate about.
How will I know when I retire?” is a hard question to answer. Because there are two side to being ready for the next phase of life – the financial side and the personal side. While certainly you need to be financially secure for the next decades of your life, you also need to be comfortable with the transition from your life as a career individual to what you wish to become in the next phase – and that is not as easy as it sounds. Come join us as we discuss the important technical and personal action steps to take to make sure you can be “Retirement Ready.
A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.”
Between 1 p.m. and 3 p.m., we’ll help you safely recycle your sensitive documents. It’s as easy as:
Place your documents in easy-to-manage boxes or paper bags and load them into your car.
Pull up to the front of our building, and we’ll help you unload.
Enjoy a tasty beverage and enter our drawing for an Earth Day basket.
Women are gaining numbers in the workforce and are the primary breadwinner in over 40% of American households yet they still lag behind their male counterparts in financial preparedness for retirement.* Learn about the unique obstacles women face and discover tools to overcome them in this eye-opening webinar designed to help bridge the financial gender gap.
Kali Hassinger, CFP®, CDFA®
Jacki Roessler, CDFA®
May 22, 2019
1:00pm - 1:45pm
*Cited from 2012 US Consensus
You're invited!
Join Center for Financial Planning, Inc.® as we commemorate International Women's Day with friends, food, a dynamic speaker, and a few surprises!
Joscelyn A. Davis of JADE Strategies keynotes this celebration of women's social, economic, cultural, and political achievements, with the message, “Cultivating Your Tribe.” Joscelyn will discuss workplace barriers that professional women experience and leave you with strategies to overcome them and thrive.
There's no charge to attend. Come share the energy, learn how to spread the love, and keep the celebratory spirit going!
Attendance is limited, register early
