Saturday, November 20th, 2021

10:00 AM EST

Discussion Topics:

• One-time gifts vs. ongoing gifts
• Tax ramifications to families and estates
• Using charitable trusts for planned giving
• Using charitable strategies for planned giving
• Leaving a planned giving legacy
• Benefits to you and your family

Friday, November 26th, 2021

12:00 PM EST

Discussion Topics:

This pandemic has created a volatile environment for federal employees, leaving them questioning where, when, and if they will ever retire. Take advantage of this innovative webinar to uncover key tax sheltering strategies and develop a plan for the post-COVID-19 market changes. 

Questions about your MRA calculations, TSP income options, maximum Pension, Social Security, and Insurance will all be answered during this game-changing virtual course.

Saturday, November 27th, 2021

10:00 AM EST

Discussion Topics:

• Retirement Survival Guide
• Social Security Strategy
• Lifetime Income Plan
• Estates and Beneficiaries
• Planning for the What Ifs
• Retirement Accounts and Investments
• 4-Step Readiness Checklist

Friday, December 3rd, 2021

12:00 PM EST

Discussion Topics:

• Bitcoin, Alt Coins and NFTs
• Blockchain Technology
• Tax & Legislative Treatment
• Buy and Hold or Trade?

Saturday, December 4th, 2021

10:00 AM EST

Discussion Topics:

• Understanding the basics of the SECURE Act
•  How to use the SECURE Act to your utmost advantage
• What does this mean for stretch IRAs and small businesses?
• Learn the pros and cons and how they affect you

Friday, December 10th, 2021

12:00 PM EST

Discussion Topics:

• Where do our taxes go?
• Do I need a tax advisor?
• Tax-free savings
• Tax-deferral vs. tax-deductible vs. tax-free
• Why you shouldn’t wait to get your refund

Saturday, December 11th, 2021

10:00 AM EST

Discussion Topics:

• Hw the rules of the game have changed
• Uncover the new normal with planning your retirement
• Taxes now? Taxes later? Find out how to avoid tax pitfalls
• Reduce your chances of running out of money with this one powerful tool

Friday, December 17th, 2021

12:00 PM EST

Discussion Topics:

• Key real estate issues, how much, when, and where to buy?
• ABCs of credit and qualifying for a mortgage
• Different types of mortgage loans and leverage for your wealth
• How to avoid capital gains tax when selling real estate

Saturday, December 18th, 2021

12:00 PM EST

Discussion Topics:

• The big short, GME, AMC and more
• Cryptocurrency explained
• Millennials and Market timing
• The 3 most powerful and foolproof investment strategies

Keep checking back for future webinars, updated monthly!