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 22nd

Q2 Market in Review

Aug 19th

How Successful Families Approach Money

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 16th

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

May 20th, 2020

12:00 PM - 1:00 PM

Did you know that in the US alone there are over 44 Million Student Loan Borrowers, who have amassed more than $1.6 Trillion in debt? Over 10% of that debt is in default. This is a national problem, but what can you do to help your employees?**

- 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

** The U.S. Federal Reserve, the Federal Reserve Bank of New York, Financial Engines

Highlighted Event

*For Accredited Investors Only

 

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

Join us for a virtual workshop 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 is an Opportunity Zone?

Eligible for One (1) Hour of CPE Credit!

Join us for a virtual work shop where you will learn about capital gain strategies such as 1031 exchanges, DSTs (passive ways to own real estate when completing a 1031 exchange) and Opportunity Zones (for any realized capital gain not just real estate).  We have two times available where you can earn an hour of complimentary CPE credit.  We hope you are able to join us for the 1 hour virtual educational workshop.

Wednesday, May 27, 2020 

at 10 AM EST

Thursday, May 28, 2020 

at 2 PM EST

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

June 16th, 2020

12:00 PM - 1:00 PM

 

Creating a Best in Class Retirement Plan

.  

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

  • Lessons of Successful Wealth Transfers

  • Utilizing a Document Location System

  • Appointing the Right Agents, Executors, and Trustees

  • Managing Estate Taxes

June 18th, 2020

12:00 PM - 1:00 PM

 

King Lear, Tony Soprano,

and the Lessons of

Wealth Transfer

.  

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

  • Rules of Retirement Benefits

  • Collection Strategies

  • Taxation of Social Security Benefits

  • Understanding Medicare

June 23rd, 2020

12:00 PM - 1:00 PM

 

Social Security and Medicare

.  

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

July 16th, 2020

12:00 PM - 1:00 PM

 

Aging and it's Financial Implications: Planning for Housing

.  

 

 

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 22nd, 2020

12:00 PM - 1:00 PM

 

Asset Strategy Quarter 2 2020 Market in Review

.  

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

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:

  • The Social Security Road Map

  • Potential Benefits and Pitfalls

  • The future of Social Security 

  • 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:

  • 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

.  

 

 

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

.  

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

.  

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

.  

 
 
 

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