Events

Upcoming Events

November 29, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

Register

FREE WEBINAR - Long-Term Care

According to the U.S. Department of Health and Human Services, 70% of people over 65 will need long-term care at some point in their lives. The worst part is that many will not, or do not want, to discuss the need to plan until it is possibly too late. The good news is that you have many options, but you might need to get creative. Learn from real-world examples to gain clarity on expenses, life insurance limitations, and many other common challenges. Come and learn more at this group presentation, hosted by retirement specialist Erich Castillo. Understand the options you can help your clients with to fund long-term care.

December 6, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

Register

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can impact your future. The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). It’s crucial to become familiar with the coming changes, or your mistakes could be costly. If you own an IRA, 401(k), 403(b), or another retirement account... you’ll want to keep tabs on the new rules for required minimum distributions (RMDs) coming in 2022. Note: This is a 40-minute online presentation that is packed with the facts you need to know about our economy, your retirement, and RMDs that can directly impact all citizens and will be shocking to learn for many. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered. To learn more and reserve your spot, simply click the registration link/button.

Past Events

November 22, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR – In's and Outs of ROTH IRA

If IRAs are the most important investment vehicle and source of income for most retirees, why do only one third of U.S. households own one? In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool. Note: this is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about your personal retirement account and will be shocking to learn for many. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered. To learn more and reserve your spot, simply click the registration link/button.

November 15, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can impact your future. Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%. It’s crucial to become familiar with the coming changes, or your mistakes could be costly. If you own an IRA, 401(k), 403(b), or another retirement account... you’ll want to keep tabs on the new rules for required minimum distributions (RMDs) coming in 2022. Note: This is a 40-minute online presentation that is packed with the facts you need to know about our economy, your retirement, and RMDs that can directly impact all citizens and will be shocking to learn for many.                               Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered. To learn more and reserve your spot, simply click the registration link/butt

November 1, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR – In's and Outs of ROTH IRA

Roth IRAs have been around since 1997, yet they only account for 5-10% of retirement assets.                    If IRAs are the most important investment vehicle and source of income for most retirees, why do only one third of U.S. households own one?                           In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool.                     Note: this is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about your personal retirement account and will be shocking to learn for many.                        Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.      To learn more and reserve your spot, simply click the registration link/button.

October 25, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR – In's and Outs of ROTH IRA

Roth IRAs have been around since 1997, yet they only account for 5-10% of retirement assets. If IRAs are the most important investment vehicle and source of income for most retirees, why do only one third of U.S. households own one? In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool. Note: this is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about your personal retirement account and will be shocking to learn for many. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered. To learn more and reserve your spot, simply click the registration link/button.

October 18, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can impact your future.     It’s crucial to become familiar with the coming changes, or your mistakes could be costly.  Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.      To learn more and reserve your spot, simply click the registration link/button.     

October 11, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR – ROTH IRA In’s and Outs

If IRAs are the most important investment vehicle and source of income for most retirees, why do only one third of U.S. households own one? In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool. Note: this is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about your personal retirement account and will be shocking to learn for many. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered. To learn more and reserve your spot, simply click the registration link/button.

October 6, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can impact your future. The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). It’s crucial to become familiar with the coming changes, or your mistakes could be costly. If you own an IRA, 401(k), 403(b), or another retirement account... you’ll want to keep tabs on the new rules for required minimum distributions (RMDs) coming in 2022. Note: This is a 40-minute online presentation that is packed with the facts you need to know about our economy, your retirement, and RMDs that can directly impact all citizens and will be shocking to learn for many. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered. To learn more and reserve your spot, simply click the registration link/button.

September 20, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can impact your future.         It’s crucial to become familiar with the coming changes, or your mistakes could be costly.             Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.                     

September 13, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR – ROTH IRA In’s and Outs

If IRAs are the most importantestment vehicle and source of income for most retirees, why do only one third of U.S. households own one? In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.

September 6, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBINAR – Navigating Retirement

Discover some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today... During this workshop, we cover 3 major strategies that focus on how to potentially maximize your retirement savings so you can have the lifestyle you've always wanted. Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.

August 30, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can impact your future. The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%. If you own an IRA, 401(k), 403(b), or another retirement account... you'll want to keep tabs on the new rules for required minimum distributions (RMDs) coming in 2022.

August 23, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR – In's and Outs of ROTH IRA

In our current economic climate of uncertainty, its important to understand the ins and outs of a Roth IRA and what makes it such a great retirement tool.    Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.        

August 16, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBINAR – Navigating Retirement in Troubled Waters

Discover some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today... Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.

August 9, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBINAR - The Never Taxed Retirement Strategy Webinar

The goal of income tax planning is to help minimize your federal income tax liability. You can achieve this in different ways. Be informed -- Be prepared! Join us for this complimentary presentation where you will learn strategies.

August 2, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%.  If you own an IRA, 401(k), 403(b), or another retirement account... you’ll want to keep tabs on the new rules for required minimum distributions (RMDs) coming in 2022.    

July 26, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBINAR - The Never Taxed Retirement Strategy Webinar

The goal of income tax planning is to help minimize your federal income tax liability. You can achieve this in different ways. Be informed -- Be prepared! Join us for this complimentary presentation where you will learn strategies. e income Be informed -- Be prepared! Join us for this complimentary presentation where you will learn strategies. e income

July 19, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBIINAR - RMDs & Taxes: Retirement Planning

If you own an IRA, 401(k), 403(b), or another retirement account... you’ll want to keep tabs on the new rules for required minimum distributions (RMDs) coming in 2022.

July 14, 2022

7:00p - 8:00p

This is an online presentation. Join us from the comfort of your home, view on your computer or phone!

FREE WEBINAR - The Never Taxed Retirement Strategy Webinar

Do you want to reduce your tax rate in retirement like never before in your life? The goal of income tax planning is to help minimize your federal income tax liability. You can achieve this in different ways. Be Informed - Be prepared!

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