LIVE WEBINARS…

Stay tuned for more webinars in 2021!

Watch on Demand

Recorded Webinars

On Demand

HOW THE 2020 ELECTION MAY AFFECT YOUR FINANCES

The upcoming elections could have important financial ramifications from a new administration or a second term for President Donald Trump. Many investors believe the outcome of the election will impact the markets.Watch this webinar now and learn need-to-know information that can help you position your financial portfolio to prepare for this uncertainty.

Find out How the 2020 election may affect your finances

Watch this on-demand webinar
Watch now

On Demand

Understanding Your Medicare Open Enrollment Options

Many people don't understand their Medicare options, perhaps costing themselves thousands in premium bills and other expenses. Learn need-to-know information that can help you understand your options and make an educated decision, saving you money in the long-run.

Learn about your medicare open enrollment options

Watch this on-demand webinar
WATCH NOW

On Demand

Required minimum distributions

Required minimum distributions (RMD's) are annual withdrawals you are usually required to start taking from your traditional IRAs and 401(K)'s, once you reach age 72. Did you know that the IRS can pose penalties if you don't take your RMD's in the right amounts, from the right accounts and at the right times?Whether you're already retired or planning for retirement, watch this webinar now and learn need-to-know information that can help you calculate your RMD and ways to reduce what you have to take out.

Learn about required minimum distributions

Watch this on-demand webinar
Watch now

On Demand

HOw to save on taxes in 2020

Learn need-to-know tax moves you can make today to maximize your savings and minimize the amount of federal income tax you’ll pay when filing in 2021. As a matter of fact, there is very little you can do to minimize your tax liability for the 2020 tax year if you don’t do it before the end of the year.

Learn end-of-year tax saving moves

Watch this on-demand webinar
Watch Now