Webinars and Community Events
These events are designed to provide valuable educational insights and engagement, especially for those within 10 years of retirement.
Topics include tax planning, Medicare, market updates, and more—each focused on helping you stay informed and take control of your financial future during this critical time in your life.
Upcoming Events
February 8: Amped Kids Gala
Join us for an exciting community-focused evening featuring a special performance by AMPED Kids and a night filled with dinner, dancing, and a silent auction—all in support of this wonderful foundation.
We have a limited number of tickets available. If you’re interested in joining us, please contact us as soon as possible to check availability and reserve your spot.
This is a fantastic opportunity to support a great cause and enjoy an evening of celebration and inspiration.
April 15: Webinar: Market & Economic Update
Stay informed with the latest market trends and economic developments that directly impact your retirement planning. This webinar will provide you with actionable insights into how economic shifts, market performance, and global events might affect your portfolio and retirement goals.
[Register Here]
April 17: Shred Party!
Celebrate the end of tax season with our Public Shred Party! Safely dispose of your personal documents while enjoying live music by AMPED Kids, a 501(c)(3) organization dedicated to helping foster, adopted, and at-risk youth through music education.
It’s a fun and meaningful way to help protect your financial security, unwind, and support a great cause!
[SAVE THE DATE]
May 1: Webinar: How Tax Planning Changes Through Four Stages of Retirement
Join us for a one-hour workshop where we’ll discuss the critical tax question you need to answer before retirement, as well as common surprises that can make retirement more expensive.
We’ll explain why the order in which you tap assets matters for your Medicare premiums, provide important IRA rollover considerations, and offer estate planning and tax tips to help you prepare.
Additionally, we’ll cover common mistakes to avoid with your investments, healthcare, and estate, ensuring that you’re equipped for a tax-efficient retirement.
Space is limited—register today to secure your spot and get ahead on your tax planning!
[Register Here]
July 8: Webinar: Market Update: 2nd Half of 2025
Stay ahead of the curve as we cover the latest market conditions, economic trends, and what they mean for your retirement strategy.
[Register Here]
September 16: Webinar: Medicare
This informative session is designed to keep you up-to-date with the latest Medicare changes ahead of Medicare Open Enrollment, which runs from October 15 to December 7.
We’ll discuss important updates to coverage options, costs, and benefits that could impact your decisions.
Whether you’re nearing enrollment or reviewing your current plan, this webinar will help you make informed decisions for the upcoming year.
There will also be time for live Q&A, so bring your questions and get the answers you need to make confident Medicare choices.
[Register Here]
October 2: Webinar: Medicare
This informative session is designed to keep you up-to-date with the latest Medicare changes ahead of Medicare Open Enrollment, which runs from October 15 to December 7.
We’ll discuss important updates to coverage options, costs, and benefits that could impact your decisions.
Whether you’re nearing enrollment or reviewing your current plan, this webinar will help you make informed decisions for the upcoming year.
There will also be time for live Q&A, so bring your questions and get the answers you need to make confident Medicare choices.
[Register Here]
October 14: Market Update
Stay ahead of the curve as we cover the latest market conditions, economic trends, and what they mean for your retirement strategy.
[Register Here]
November 18: Webinar: Long-Term Care
Join us for a one-hour webinar to learn why Long-Term Care (LTC) planning is essential for your retirement strategy.
We’ll cover why many overlook LTC planning, the emotional and financial risks of not having a plan, and why Medicare or Medicaid likely won’t cover your long-term care needs.
Get the insights you need to plan ahead and protect your financial future.
[Register Here]