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

Feb 18th

10 Myths about 529 plans

 

March 16th

Women and Wealth: The Power of Your Money

March 23rd

Investing Basics for Women

April 15th

Q1 Market in Review

 

May 20th

King Lear, Tony soprano, and the Lessons of Wealth Transfer

 

June 15th

Common Estate Planning Mistakes

 

July 15th

Q2 Market in Review

 

August 10th

1031 Exchange Solutions and Investing in Private

Placements

 

Sep 21st

Fiduciary Misperceptions

 

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 4th

Plan Sponsor Attitudes

Feb 9th

Social Security: Preparing for Retirement

 

Feb 23rd

Optimizing Your Client’s Retirement Benefits:

Social Security and Medicare

 

March 25th

Creating a Best in Class Retirement Plan

 

April 8th

Top D.C. Trends and Developments: 1Q21 Defined Contribution in Review

 

April 22nd

Sustainable Investing in D.C. Plans

 

May 11th

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

 

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.

Join Us for An Exclusive 3 Hour

Live Online Fiduciary Training Program!

Live Online Training with 3 CE credits

 

Virtual Location

Framingham, MA

 
Suggested Audience:

  • Retirement Plan Sponsors & Employers, Business Owners

  • HR Professionals

  • ERISA Attorneys

  • Plan Auditors

 

Included is a Keynote Speaker presentation and a Panel Discussion with Industry Professionals

Live Online Fiduciary Training 

With 3 CE Credits

January 26th, 2021

8:30 AM - 12:00 PM

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*For Accredited Investors Only

 

Live Online Fiduciary Training With 3 CE Credits

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January 26th, 2021

8:30 AM - 12:00 PM

Join Us for An Exclusive 3 Hour

Live Online Fiduciary Training Program!

Live Online Training with 3 CE credits

 

Virtual Location

Framingham, MA

 
Suggested Audience:

  • Retirement Plan Sponsors & Employers, Business Owners

  • HR Professionals

  • ERISA Attorneys

  • Plan Auditors

 

Included is a Keynote Speaker presentation and a Panel Discussion with Industry Professionals

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

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 Feb 2nd,| Feb 4th, 2021
12 - 1 PM | 4 - 5 PM

 

 

Eligible for One (1) Hour of CPE Credit! (CPE credit is for CPAs, you must be present for the entire webinar to gain credit)

Join us for a webinar with Cantor Fitzgerald where we will share insights on: 

- The 1031 Exchange Process

- The Potential Benefits of a 1031 Exchange

- What are Delaware Statutory Trusts (DSTs) and their potential benefits?

- What are Opportunity Zones and their potential benefits?.

2020 Plan Sponsor Attitudes Survey

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February 4th 2021

12:00 PM - 1:00 PM

In this webinar, we will share insights from Fidelity on Plan Sponsor Attitudes.

 

We'll Cover Topics Such As:

  • What is the Fidelity Plan Sponsors Attitudes Survey?

  • What did plan sponsors say their top concerns were this year?

  • What plan design and investment menu changes have they made?

10 Myths About 529 plans

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February 18th, 2021

11:00 AM - 12:00 PM

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

 

Sustainable Investing in D.C. Plans

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April 22nd, 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

 
 
 
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To view a copy of our Customer Relationship Summary (CRS), please Click Here

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.

There is no guarantee investment plans will meet its objectives.

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