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Whether you’re seeking additional knowledge or looking to connect with other people, check out our upcoming events.
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Scroll down to see what’s on tap.
Upcoming Webinars
Quarterly Economic and Financial Markets Update
(~45 minutes)
Join us this for our Quarterly Economic & Financial Markets Update webinar. Our expert panel will provide the latest insights into global economic trends, market movements, and investment opportunities for 2026.
This quarter, we’ll also examine the recent Middle East conflict and its impact on global markets, energy prices, and investor sentiment.
Whether you’re a seasoned investor or just looking to stay informed, this session will equip you with the knowledge you need to navigate the evolving financial landscape. Register now!
This webinar will be offered on the following dates and times at 12PM ET:
Upcoming In-Person Classes
We’re offering educational classes on various financial topics at local schools in Emerson, NJ, Ridgewood, NJ, and Arlington, NY.
Retirement Planning Boot Camp (3 nights)
Did you know that most people spend more time planning a week-long vacation than they do their retirement?
This boot camp series aims to change that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and even many retirees) encounter.
Our series will cover six key areas:
Investing: including how to provide an income stream that outlives you
IRA strategies: rollover options and common RMD mistakes
Tax planning: knowing the actions you should be taking throughout each stage of retirement
Healthcare: managing expenses, transitioning to Medicare, and long-term care
Estate planning: how to prepare for a smooth transition of your assets
Social Security: how to maximize your benefits
We encourage everyone to attend all three sessions to get the most out of boot camp. However, you can participate in individual classes if your schedule doesn’t permit.
Module 1:
Module 2:
Module 3:
Taxes, IRMAA, IRAs, Oh My!
The question of whether you’ll have enough money to enjoy retirement is often a daunting prospect. A recent study by SeniorLiving.org reveals that the greatest financial concern among individuals aged 55 to 64 is running out of money during retirement, a sentiment echoed by 38% of those aged 65 and older. Compounding these worries, many retirees find themselves facing unexpected tax burdens, often due to the complex nature of our tax system and government programs.
However, the good news is that you can take proactive steps to navigate potential financial pitfalls by proper planning and attending our class is a good place to start because you’ll learn:
· How to avoid Medicare surcharges (IRMAA)
· Understand the optimal use of taxable, tax-deferred, and tax-free assets to strategically manage your income during retirement.
· Discover approaches for managing your income, including the implications of a Roth IRA conversion.
· Get up to speed on the recent changes affecting the Stretch IRA, including how these adjustments could alter your estate planning and tax strategies.
· Learn about the latest OBBB updates that may affect your financial decisions in retirement.
Managing Health Care Expenses in Retirement: What You Need to Know About
Do you have a firm handle on Medicare and healthcare costs in retirement?
Fifty-seven percent of people said they had a "poor understanding" (31%) or knew "almost nothing" (26%) about Medicare, according to a recent survey by Bankers Life and Casualty Company. Three-quarters of folks (72%) did not know that most Americans on Medicare pay premiums, copays, and deductibles. One in seven thought Medicare was free. Only 14% knew that Medicare does not cover long-term care. Attend, and you'll learn:
· How Medicare enrollment periods work — and what you need to do to avoid late-enrollment penalties
· How much you can expect to pay in health care costs after enrolling in Medicare
· How Medicare works with private insurance to provide comprehensive coverage
· Why most people pay too much for private insurance, and how can you avoid excess costs
· Why you must plan for higher health care costs in retirement — including the possibility of needing long-term care
Social Security Planning: What You Need to Know
Social Security can be far more complicated than people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime.
This class will acquaint you with rules and strategies for claiming Social Security benefits. An emphasis will be placed on coordinating the various types of benefits (retirement, spousal, and survivor) in order to maximize benefits over a client’s lifetime. Attend, and you'll learn:
· How Social Security benefits are calculated
· Factors clients need to consider when deciding when to apply for benefits
· Illustrations of lifetime income streams based on claiming ages and breakeven analyses
· Innovative spousal claiming strategies designed to give clients extra income
· How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
· Ways to minimize taxes on Social Security benefits
· How to coordinate Social Security with other sources of retirement income
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.