Baby boomers everywhere are entering or living in retirement – and they’re encountering a shifting financial landscape. We’ll explore the strategies available to today’s retirees, and how you can potentially implement them for your own future.
Deciding when to start Social Security benefits and planning for future taxes is an important step towards a happier retirement. Learn how current and future legislation about Social Security and taxes could impact your future.
Many people overlook taxes when they’re planning for retirement, yet taxes can take a significant bite out of your retirement income. Rising government debt and tax cuts scheduled to disappear in 2026 make tax planning even more critical. This course will cover steps you can take now to prepare for potentially higher taxes in retirement.
Proper portfolio management and income planning is the biggest key to realizing your retirement dreams. We’ll cover the importance of a strategic investment approach and methods for creating a reliable income plan in retirement.
The shifting financial landscape gives retirees new opportunities for planning – but can also create unexpected threats to their retirement income. In this course, you’ll discover what to watch out for as well as opportunities that could benefit your future self.
Medicare is a complicated topic, but it’s crucial to understand the options to choose the right plan for you. We’ll discuss the ins and outs of Medicare, including what’s covered by original Medicare and the different kinds of supplements.
Most of us want to leave something behind for those we care about most. In this workshop, we’ll discuss the important documents every individual needs and strategies for passing assets to your heirs in a tax-efficient manner.
The Inspiring Women Forum is dedicated exclusively to the financial needs of women. Instructor Lauren Geiger covers some of the unique financial concerns women face, including how to avoid outliving your money, achieving financial independence and strategies to safeguard your legacy. Whether you’re married, single, widowed or divorced, you won’t want to miss this course!
Retirement presents different challenges for women than it does for men. In this course, we’ll explore the unique obstacles women face when planning for the future and discuss options for protecting the assets you’ve worked hard to collect.
Many of the women we talk to place leaving a legacy high on their priority list. In this class, we’ll talk about the tools you can use to provide for the people and organizations you love most, both now and after you’re gone.
A health crisis can destroy your retirement income plan, especially if it requires long-term care. This course will explore the importance of a long-term care plan and your options for paying for a long-term care need in your later years.
A new administration and political party in power raises questions and concerns for retirees in 2021. Could new legislation create gaps in your retirement plan? Will taxes increase over the next few years? We’ll look at the issues facing retirees over the next few years and how to address them head-on.
If you’ve received a pension buyout offer, this course is for you. We discuss the pros and cons of taking an early buyout and discuss your options before you make a decision that can’t be undone.
Annuities get a bad rap – but they could be a vital part of your retirement income plan. In this course, we’ll look at the different types of annuities and talk about the different ways they can go to work for you.
We all know that risk often equals reward, but could you be taking too much risk in your portfolio? In this course, we’ll explore the methods and tools you can use to reduce risk and protect your future income as you near or enter retirement.
The number of pensions are declining. As a result, many Americans must find new ways to create a stable income source in retirement. In this course, we’ll show you all the options for building your own income streams and how to create steady, reliable income that lasts as long as you need it.