Webinars

We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

How can you participate? Use the following audio dial-in to listen and web login information to view slide presentation at the time of the scheduled webinar:

Join Web Conference:  https://www.anywhereconference.com/
Web login: 201181671
Participant Pin: 8405510

Join Audio Conference:
Dial 866-946-4916
Participant Pin: 8405510

Upcoming Webinars

March Webinar Postponed
Topic: The SECURE Act’s New Retirement Rules
When: Reschedule date TBD
Presenters: Presenters: Steve Richardson, CFP®, CRPS®, CPA, President, and Timothy Shean, CFP®, CIO

Funding retirement is one of the biggest challenges we face.

The SECURE Act rules impact 401(k) plans, IRAs, 529s, RMDs and more. Dial in and learn:

  • Why your 401(k) plans will look different in the future.
  • New age limit rules for contributing to and spending IRAs.
  • How new parents can withdraw money for child expenses.
  • On way the government is trying to address student loan debt.
  • “The Death of the Stretch IRA” and what it means for your family.
  • The importance of planning and managing your taxes.
  • How small businesses can benefit from starting a retirement plan.