Current Seminar Topics

An overview of common retirement income approaches and planning considerations, including how people think about income timing, risk, and long term sustainability.

You’ll leave understanding:
How different retirement strategies are structured and the factors that typically influence those decisions.

A practical explanation of wills, trusts, and estate planning fundamentals, including how they’re structured and the roles they play in directing assets and responsibilities.

You’ll leave understanding:
The differences between common estate planning tools and when they’re typically used.

The Seven Deadly 401(k) Mistakes

A review of common mistakes people make with workplace retirement plans, including contribution decisions, investment choices, and rollover timing.

You’ll leave understanding:
Where problems often arise in 401(k) planning and how to evaluate your own plan more thoroughly.