Click on the links below to register for a live web meeting.
Can the U.S. Stay King of the Hill?
Tuesday, July 26, 2022
The dollar remains the world’s reserve currency affording the United States the near-term ability to print and spend money at a torrid pace. How long can this last? Join this class for a discussion about potential effects of recent economic stimulus programs.
Retirement Rules of Thumb
Tuesday, August 9, 2022
Join us for a discussion on several commonly accepted retirement and savings rules of thumb. We will discuss the origin of these rules, the strengths and weaknesses and how they may apply to your individual situation.
Build Wealth by Fighting Lifestyle Creep
Tuesday, September 13, 2022
Did you get a raise or promotion? Did all that new income seem to just disappear? We call this lifestyle creep. Join us for a discussion on this phenomenon and ways to mitigate the negative effects on wealth building.
Pre-Retirement Checklist
Thursday, October 27, 2022
Retirement is an exciting time of change and new beginnings for you and your money. But planning starts well before you are eligible for AARP membership! Join us to explore a comprehensive pre-launch checklist to make sure you are completing all the necessary tasks to be ready for your new beginning: life after work.
Why Saving Roth May Make Sense
Thursday, November 10, 2022
Are you concerned about taxes taking a sizeable bite out of your investments? Join us as we look at the benefits of utilizing the Roth tax treatment and why this may make sense for your retirement accounts.
Giving More Generously
Tuesday, December 6, 2022
In this class you’ll learn about charitable remainder trusts, donor advised funds, and qualified charitable distributions as well as how you and your charities can benefit from them.