Upcoming Events

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

*For Accredited Investors Only

 

 

 

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

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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

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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

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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

 

May 12th, 2020

12:00 PM - 1:00 PM

 

Women and Wealth: 

The Power of your Money

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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

May 14th, 2020

12:00 PM - 1:00 PM

 

The Opportunity Zone

Update

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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

May 20th, 2020

12:00 PM - 1:00 PM

 

Student Debt Solutions for Employers & Their Plan Participants

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

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

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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

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​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

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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

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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

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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

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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

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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

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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

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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

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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

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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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