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

February 2020
Topic: Savvy IRA Planning for Boomers
When: Thursday, February 20th at 12:00 p.m. ET
Presenters: Steve Richardson, CFP®, CRPS®, CPA, President, and Timothy Shean, CFP®, CIO

Tax-Savings Strategies to Help You Get More Out of Your IRA.

Get answers to frequently asked questions:

• What type of retirement account is right for me?
• Can I still contribute to a retirement account, and if so, how much?
• When do I need to take withdrawals and how much do I have to take?
• How are my IRA withdrawals taxed?
• How does my IRS fit into my overall plan?
• What happens to my IRA when I die?
• How can I minimize taxes so I can spend more of my hard-earned money?

Listen in to get answers to these important questions and learn the rules for:

• Contributing to traditional IRAs and Roth IRAs
• How indirect and direct rollovers work
• How retirement accounts are taxed
• How spousal IRAs work