Upcoming Events

Personal Financial Topics

Retirement Plan Topics

*For Accredited Investors Only

 

Join us for an engaging webinar with BlackRock to learn more about:

  • Rules of Retirement Benefits for individuals and spouses

  • Collection Strategies

  • How Medicare ties in

February 26th, 2020

3:00 PM - 4:00 PM

Optimizing Your Clients’ Retirement Benefits: Social Security and Medicare

.  

Join Asset Strategy with Wells Fargo Asset Management for an engaging Webinar to learn more about:

  • Ways to assess your finances

  • Strategies to help you take control

  • Financial implications of a change in marital status

  • How investment decisions may affect your goals

 

March 17th, 2020

12:00 PM - 1:00 PM

 

Women and Wealth: 

The Power of your Money

.  

 

In this Webinar, we will share insights with NES to discuss the changing landscape of Opportunity Zones.

 

We'll Cover Topics Such As:

  • Opportunity Zone program Overview

  • Trends in Ozone Fund launches

  • Potential Pitfalls to avoid

  • How the Incentive works

March 19th, 2020

12:00 PM - 1:00 PM

 

The Opportunity Zone Update

.  

In this webinar, we will share insights with CUNA Mutual Group about what they believe it takes to create the best in class Retirement Plan, while also promoting plan health and improving employee retirement outcomes.

We'll cover topics such as:

  • The Evolution of the Retirement Plan Industry

  • Multiple Retirement plan designs

  • 4 Pillars that seek to improve outcomes

  • What's next from the Department of Labor

March 25th, 2020

12:00 PM - 1:00 PM

 

Creating a Best in Class Retirement Plan

.  

 

 

Join us for our Q1 2020 Market in Review Webinar where we will look back over the first quarter of 2020, discuss our current positioning, and our outlook for the upcoming quarters.

April 14th, 2020

12:00 PM - 1:00 PM

 

Asset Strategy Quarter 1 2020 Market in Review

.  

Accredited Investors Only*

 

In this Webinar, we will share insights with Inland about how 1031 exchange solutions & investing in private placements can complement 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)

April 16th, 2020

2:00 PM - 3:00 PM

 

1031 Exchange Solutions and Investing in Private Placements

*An individual must have earned income exceeding $200,000, or $300,000 when combined with a spouse, during each of the previous two full calendar years, and a reasonable expectation of the same for the current year. The same method (single or joint) must be applied to the income test in all three years. The individual must have a net worth greater than $1 million (either alone or combined with a spouse), excluding the person's primary residence.

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

April 21st, 2020

2:00 PM - 3:00 PM

Top D.C. Trends and Developments: 1Q20 Defined Contribution in Review

.  

In this Webinar, we will share insights from 

T. Rowe such as:

  • What Are the conversations preretirees 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

April 23rd, 2020

12:00 PM - 1:00 PM

 

Visualize Retirement

.