Upcoming Events

Jan 15th

Q4 Market in Review

Feb 20th

 10 Myths about 529 Plans

Mar 17th

(POSTPONED)

Women and Wealth:

The Power of Your Money

Apr 14th

Q1 Market in Review

Apr 16th

1031 Exchange Solutions and

Investing in Private Placements*

May 6th

Monthly Market Overview

May 12th

Women and Wealth:

The Power of Your Money

Jun 18th

King Lear, Tony Soprano, and the Lessons of

Wealth Transfer

Jul 16th

Q2 Market in Review

Aug 19th

How Successful Families Approach Money

Aug 27th

10 Myths about College Savings Plans

Sept 17th

A Smarter Way to Give

Oct 15th

Q3 Market in Review

Nov 17th

Investing Basics for Women

Dec 16th

Common Estate Planning Mistakes

Jan 23rd 

Plan Sponsor Attitudes

Feb 13th

Sustainable Investing in D.C. Plans

Feb 26th

Optimizing Your Clients’ Retirement

Benefits: Social Security and Medicare

Mar 25th 

(POSTPONED)

Creating a Best in Class Retirement Plan

Apr 21st

Top D.C. Trends and Developments: 1Q20

Defined Contribution in Review

Apr 23rd

Visualize Retirement

May 20th

Student Debt Solutions for Employers and

their Plan Participants

Jun 16th

Creating a Best in Class Retirement Plan

Jun 23rd

Social Security and Medicare

Jul 14th

Investment and Retirement Basics: A Guide to Your Investment Options

Jul 22nd

Aging and it's Financial Implications:

Planning for Housing

Aug 25th

Social Security: Preparing for Retirement

Sept 22nd

Guide to Retirement

Oct 20th

Fiduciary Misperceptions

Nov 19th

Cash Balance Plans

Dec 15th

Defined Contribution in Review

Personal Financial Topics

Retirement Plan Topics

Highlighted Event

*For Accredited Investors Only

10 Myths about College Savings Plan

In this Webinar, we will share insights with John Hancock Investment Management 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

August 27th, 2020

12:00 PM - 1:00 PM

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

 

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)

September 17th, 2020

12:00 PM - 1:00 PM

 

A Smarter Way to Give

.  

In this Webinar, we will share insights with J.P. Morgan Asset Management for an engaging webinar where we will discuss topics such as:

  • Create the plan you need for the retirement you want

  • Save, save, save

  • Make an informed decision about Social Security

  • Despite your paleo or Mediterranean diet, health care is likely to be expensive in retirement

  • Use time to your advantage

September 22nd, 2020

12:00 PM - 1:00 PM

 

Guide to Retirement: Principles for a Successful Retirement

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Join us for our Q3 2020 Market in Review Webinar where we will look back over the third quarter of 2020, trends in volatility, discuss our current positioning, and our outlook for the upcoming quarter.

October 15th, 2020

12:00 PM - 1:00 PM

 

Asset Strategy Quarter 3 2020 Market in Review

.  

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

October 20th, 2020

12:00 PM - 1:00 PM

 

Fiduciary Misperceptions

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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

November 17th, 2020

12:00 PM - 1:00 PM

 

Investing Basics for Women

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Join Asset Strategy with The Newport Group for an engaging Webinar to learn more about:

 

  • Why is a Cash Balance Plan Different?

  • Cash Balance Plans Overview

  • When does a Cash Balance Plan make sense?

  • Non PBGC Covered Plans

November 19th, 2020

12:00 PM - 1:00 PM

 

Cash Balance Plans: The Power of Adding a Cash Balance Plan

.  

1 Hour CE Credit available for CFP, CPA, and SHRM!

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

December 15th, 2020

12:00 PM - 1:00 PM

Top D.C. Trends and Developments: 3Q20 Defined Contribution in Review

.  

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

December 16th, 2020

12:00 PM - 1:00 PM

 

Common Estate Planning Mistakes

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Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

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