Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 28, 2020
10:00a - 11:30a
Webinar
Taxes in Retirement Webinar
In this webinar we will discuss the various tax strategies in retirement and the majors traps that could cost you thousand in taxes and ways to navigate through retirement income without major consequences. Presented by Derek Bohne, CLU, ChFC
April 23, 2020
10:00a - 11:30a
Webinar
Social Security Road Map
In this webinar we will discuss the various options for claiming your social security benefits and the majors traps that could cost you $100,000 in your retirement benefits and how to avoid them. Presented by David Gates (National Social Security Advisor, NSSA)
May 13, 2019
11:00a - 1:00p
Financial Strategies Institute
Social Security Seminar
In order to potentially maximize your retirement benefits, it’s crucial to coordinate your Social Security Benefits with your overall Retirement Income Strategy. You're probably asking when you should apply for Social Security. You may have heard that if you apply early your benefit will be lower than if you apply later. But is it worth missing out on all those extra checks to have a higher benefit later on? We're going to shed some light on this important question.
March 28, 2019
11:00a - 1:00p
Financial Strategies Institute
The New Tax and Financial Rules Workshop
If you are nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.
February 28, 2019
11:00a - 1:00p
Financial Strategies Institute
The New Tax and Financial Rules Workshop
If you are nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.