Personal Financial Topics
Retirement Plan Topics
Highlighted Event
*For Accredited Investors Only
Asset Strategy Quarter 2
Market in Review
Join us for our Q2 2020 Market in Review Webinar where we will look back over the second quarter of 2020, trends in volatility, discuss our current positioning, and our outlook for the upcoming quarters.
July 16th, 2020
2:00 PM - 2:30 PM
Can't make it? Register anyway and we'll send you the replay.
Join Asset Strategy with Legg Mason Global Asset Management for an engaging Webinar to learn more about:
July 22nd, 2020
12:00 PM - 1:00 PM
Aging and it's Financial Implications: Planning for Housing
In this Webinar, we will share insights from
T. Rowe Price such as:
August 19th, 2020
12:00 PM - 1:00 PM
How Successful Families Approach Money
Join Asset Strategy with MFS for an engaging Webinar to learn more about:
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The Social Security Road Map
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Potential Benefits and Pitfalls
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The future of Social Security
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How to get the most out of Social Security
August 25th, 2020
12:00 PM - 1:00 PM
Social Security:
Preparing for Retirement
In this Webinar, we will share insights with Fidelity Charitable for an engaging webinar where we will discuss:
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The charitable landscape and how donors give today
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Differences among common giving strategies
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How we can help advance your charitable strategy
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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:
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Create the plan you need for the retirement you want
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Save, save, save
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Make an informed decision about Social Security
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Despite your paleo or Mediterranean diet, health care is likely to be expensive in retirement
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Use time to your advantage
September 22nd, 2020
12:00 PM - 1:00 PM
Guide to Retirement: Principles for a Successful Retirement
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:
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Fiduciary Truths vs Myths
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Most Common Misperceptions
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Important Fiduciary Considerations
October 20th, 2020
12:00 PM - 1:00 PM
Fiduciary Misperceptions
In this Webinar, we will share insights from Vanguard such as:
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Recognize your Investing Strengths
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Women in the Financial World
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Learn the Investing Basics & Principles
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Getting Involved in the Investment Process
November 17th, 2020
12:00 PM - 1:00 PM
Investing Basics for Women
Join Asset Strategy with The Newport Group for an engaging Webinar to learn more about:
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Why is a Cash Balance Plan Different?
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Cash Balance Plans Overview
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When does a Cash Balance Plan make sense?
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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:
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:
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The traditional Estate Planning Process
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The Revocable Living Trust
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Basic Estate and Gift Tax Rules
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Misconceptions and oversights within the process
December 16th, 2020
12:00 PM - 1:00 PM
Common Estate Planning Mistakes
