Upcoming Events

Jan 13th

Asset Strategy Economic and Market Review-

 Q4, 2020 and 2021 Thoughts

Feb 2nd / Feb 4th

Capital Gain Tax Strategies: Understanding 1031 Exchanges, DSTs, and Opportunity Zones

 

March 11th

Understanding Interest Rates

March 16th

Women and Wealth: The Power of Your Money

April 13th

Behavioral Finance: Managing Emotions for Better Outcomes

April 15th

Q1 Market in Review

 

May 19th

Financial Lessons From The Sopranos

May 25th

How Successful Families Approach Money

June 3rd

Sustainability: The New Standard for Investing

June 10th

The Financial Power of the LGBTQ Community

June 15th

Common Estate Planning Mistakes

 

July 15th

Q2 Market in Review

 

July 27th

10 Myths about 529 plans

August 10th

1031 Exchange Solutions and Investing in Private

Placements

August 26th

Investing Basics for Women

Sep 23rd

The Psychology of Investing

Oct 14th

Q3 Market in Review

 

Nov 18th

How Successful Families Approach Money

Dec 14th

A Smarter Way to Give

Jan 26th

Live Online Fiduciary Training With 3 CE Credits

 

Feb 23rd

Optimizing Your Client’s Retirement Benefits:

Social Security and Medicare

March 4th

Top D.C. Trends and Developments: 4Q20 Defined Contribution in Review

March 25th

Creating a Best in Class Retirement Plan

 

April 22nd

Sustainable Investing in D.C. Plans

 

May 13th

Social Security: Preparing for Retirement

 

June 24th

Investment and Retirement basics Guide to your investment options

 

July 22nd

Top D.C. Trends and Developments: 2Q21 Defined Contribution in Review

 

August 19th

Aging and it’s Financial Implications: Planning for Housing

 

Sep 16th

Student Debt Solutions for Employers and their Plan Participants

 

Sep 21st

Fiduciary Misperceptions

Oct 21st

Top D.C. Trends and Developments: 3Q21 Defined Contribution in Review

 

Nov 16th

Social Security and Medicare

 

Dec 16th

Visualize Retirement

Personal Financial Topics

Retirement Plan Topics

Highlighted Event

Can't make it? Register anyway and we'll send you the replay.

Suggested Audience: Private Wealth Individuals

Join Asset Strategy with O'Connell Law for an engaging Webinar to learn more about:

• The traditional Estate Planning Process
• The Revocable Living Trust
• Basic Estate and Gift Tax Rules
• Misconceptions and oversights within the process

Common Estate Planning Mistakes

June 15th, 2021
12:00 PM - 1:00 PM

Common estate planning mistakes webinar.

*For Accredited Investors Only

 

Common Estate Planning Mistakes

Common estate planning mistakes webinar.

June 15th, 2021

12:00 PM - 1:00 PM

Suggested Audience: Private Wealth Individuals

Join Asset Strategy with O'Connell Law for an engaging Webinar to learn more about:

• The traditional Estate Planning Process
• The Revocable Living Trust
• Basic Estate and Gift Tax Rules
• Misconceptions and oversights within the process

Investment and Retirement Basics Guide to Your Investment Options

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June 24th, 2021

12:00 PM - 1:00 PM

Join Asset Strategy for an engaging Webinar where we will discuss the basics of investment planning.

 

We’ll start by discussing some fundamental investment concepts. Then we’ll review some of the investment options that are available to you, and consider some general investment strategies. Finally, we’ll spend some time discussing how you might go about allocating your investment dollars. We'll cover:

- What is Investing?
- The Effect of Compounding
- Identifying Goals and Time Horizons
- Risk Tolerance

Q2 Market in Review

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July 15th 2021

12:00 PM - 1:00 PM

Please join Asset Strategy for an engaging Webinar where we will discuss the recent quarter!

Top D.C. Trends and Developments: 2Q21 Defined Contribution in Review

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July 22nd, 2021

12:00 PM - 1:00 PM

One (1) CE Credit available for CPA, C(k)P, CEBS, HRCI/SHRM!

Suggested Audience: Retirement Plan Sponsors & Employers, Business Owners, HR Professionals, ERISA Attorneys, Plan Auditors

In this Webinar, we will share insights with Janus Henderson for an engaging webinar where we will discuss:

• Quarterly Highlights
• Participants' Corner
• Legislative, Regulatory, and Legal Reviews
• Global Headlines

Register Here

10 Myths About 529 plans

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July 27th, 2021

11:00 AM - 12:00 PM

Suggested Audience: Private Wealth Individuals

 

In this Webinar, we will share insights with John Hancock to discuss 529 plans and college savings plans

We'll Cover Topics Such As:

• Why is College so Important?
• What is a 529 Savings Account?
• Considering Maximum Funding
• 529 vs Other College Savings Vehicles

 

Register Here

1031 Exchange Solutions and Investing in Private Placements

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August 10th, 2021

12:00 PM - 1:00 PM

Suggested Audience:  Accredited Investors Only*

In this Webinar, we will share insights with Inland about how 1031 exchange solutions & investing in private placements can compliment your current portfolio. We will discuss 1031 exchange basics, risk factors, potential benefits, understanding of Delaware Statutory Trusts (DSTs).

We'll Cover Topics Such As:

-What is a 1031 Exchange?
-1031 Exchange Basics
-What is a Qualified Intermediary?
-Understanding Delaware Statutory Trusts (DSTs)

Aging and it’s Financial Implications: Planning for Housing

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August 19th, 2021

12:00 PM - 1:00 PM

Suggested Audience: Retirement Plan Sponsors & Employers, Business Owners, HR Professionals, ERISA Attorneys, Plan Auditors

Join Asset Strategy with Legg Mason Global Asset Management for an engaging Webinar to learn more about:
 
• The New Face of Aging
• Retirement Planning: Implications and Considerations
• Housing Options
• Steps to Take Today

Investing Basics for Women

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August 26, 2021

12:00 PM - 1:00 PM

Suggested Audience: Private Wealth Individuals, Women

In this Webinar, we will share insights from Vanguard such as:

• Recognize your  Investing Strengths
• Women in the Financial World
• Learn the Investing Basics & Principles
• Getting Involved in the Investment Process

Student Debt Solutions for Employers and their Plan Participants

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September 16th, 2021

12:00 PM - 1:00 PM

Suggested Audience: Retirement Plan Sponsors & Employers, Business Owners, HR Professionals, ERISA Attorneys, Plan Auditors

Join Asset Strategy for an engaging Webinar to learn more about:

• The best way to engage Employees
• A look at the Employee Experience
• Important Considerations on offering a cost-neutral benefit
• Types of Student Debt programs

'Worth It' Albeit with Caveats"

Fiduciary Misperceptions

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September 21st 2021

12:00 PM - 1:00 PM

Suggested Audience: Retirement Plan Sponsors & Employers, Business Owners, HR Professionals, ERISA Attorneys, Plan Auditors

In this Webinar, we will share insights with T. Rowe Price for an engaging webinar where we will discuss topics such as:

• Fiduciary Truths vs Myths
• Most Common Misperceptions
• Important Fiduciary Considerations

Q3 Market in Review

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October 14th, 2021

12:00 PM - 1:00 PM

Please join Asset Strategy for an engaging Webinar where we will discuss the recent quarter!

Top D.C. Trends and Developments: 3Q21 Defined Contribution in Review

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October 21st, 2021

12:00 PM - 1:00 PM

Suggested Audience: Retirement Plan Sponsors & Employers, Business Owners, HR Professionals, ERISA Attorneys, Plan Auditors

 

Join Asset Strategy with MFS for an engaging Webinar to learn more about:

-ESG is moving mainstream in Defined Contribution
-Challenges in addressing ESG for retirement consultants and plan sponsors
-A new model for addressing ESG
-Strategies to address ESG within DC Plans

Register Here

Social Security and Medicare

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November 16th, 2021

12:00 PM - 1:00 PM

In this Webinar, we will share insights with Blackrock such as:

-Rules of Retirement Benefits
-Collection Strategies
-Taxation of Social Security Benefits
-Understanding Medicare

How Successful Families Approach Money

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November 18th, 2021

12:00 PM - 1:00 PM

Suggested Audience: Private Wealth Individuals, Families

In this Webinar, we will share insights from T. Rowe Price such as:

-Keys to Less Stress
-Why is it so Difficult to Connect?
-Security vs Opportunity
-How your Advisor can Help

A Smarter Way to Give

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December 14th, 2021

11:00 AM - 12:00 PM

Suggested Audience: Private Wealth Individuals
 
In this Webinar, we will share insights with Fidelity Charitable for an engaging webinar where we will discuss:

• The charitable landscape and how donors give today
• Differences among common giving strategies
• How we can help advance your charitable strategy
• Donor-Advised Funds (DAF)

Visualize Retirement

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December 16th, 2021

12:00 PM - 1:00 PM

Suggested Audience: Retirement Plan Sponsors & Employers, Business Owners, HR Professionals, ERISA Attorneys, Plan Auditors

In this Webinar, we will share insights from T. Rowe Price such as:

–What Are the conversations pre-retirees need to have?
–Why it is important to you and your clients?
–How can you have those conversations with them?
–The Risk of Ignoring Nonfinancial Considerations