In an effort to keep clients educated & informed we host live webinars. Upcoming webinars are announced via client newsletters & our website.
When possible we also include replays which are available below.
The library of topics below is available for replay for those interested. Topics are separated between guest market updates with our sub-advisor investment partners & financial planning topical "deep dives." Replay times range from 30-40 minutes.
For a guide on best practices for accessing audio on the live webinar, click HERE.
Original Webinar Date: Tuesday, November 10, 2020
This presentation is a brief discussion of several year-end financial planning considerations. While not meant to be an exhaustive replacement of every possible planning thought, this webinar touches on the most common issues facing our clients as the year comes to a close. These ideas range from tax management & retirement, and cover legislation in the SECURE & CARES Act.
Original Webinar Date: Tuesday, July 14, 2020
Our Mid-Year Update was held online this year. The distancing protocols due to the pandemic will prevented us from hosting our Night at the Movies this summer. Tom Logan, Investment Strategist with BlackRock iShares--one of our investment subadvisors--provided an update on the themes influencing the global economy. He touched on the economic implications of the global pandemic, the tremendous government stimulus response, and things to consider as the world moves to potential recovery.
*Special Guest Tom Logan, CFA, Investment Strategist, BlackRock iShares
*Not affiliated with First Allied Securities
Original Webinar Date: June 30, 2020
We believe you face a unique set of risks in the years approaching & immediately proceeding retirement. The shift from a savings mentality for your nest egg to supplementary income, while stepping away from a "paycheck", has profound effects on decisions around structuring your net worth for the years ahead.
Original Webinar Date: May 19, 2020
This is a discussion about why taxes are an integral part of planning your retirement plan. Just as important as the size of your nest egg is how you crack it open.
Original Webinar Date: April 21, 2020Planning for consistent retirement income income is one the biggest focuses in a financial plan. We will discuss our approach to retirement planning, and touch on the challenges of converting account balances to lifetime income. *Special Guest Brian Carlson of Jackson National
Original Webinar Date: April 14, 2020
The SECURE Act was passed in the waning days of 2019, and made sweeping changes to the treatment of retirement accounts. We will touch on 5 planning considerations in light of these changes.
Original Webinar Date: April 7, 2020
The presentation discusses the emotional ups & downs of the market cycle, as well as get an understanding on the methodology used by CLS Investments Protection Strategy--a strategy we use in some of our managed account portfolios to manage/soften volatility. *Special Guest Case Eichenberger, CIMA of CLS Investments