Healthy Wealth 2021 Webinar Series
As part of our commitment to client education, we host live webinars. Upcoming webinars are announced via client newsletters & our website.
When possible we also include replays which are available below.
Our webinar platform has switched to Zoom Webinar for 2021. All events will require pre-registration. You can sign up below for upcoming events.
Multi-Generational Financial Planning
March 9, 2021 at noon
You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way. Rather than leaving behind a wake of confusion, discover the proactive steps you can take now. Our discussion will cover:
- How to go beyond traditional estate planning.
- What happens when a legacy isn’t planned
- How to plan for sudden incapacity
- How to successfully transfer your wealth, tangible and intangible
Healthcare Planning for Retirement
March 23, 2021 at noon
Most working people, especially if they are covered by a comprehensive employer-sponsored health plan, give little thought to health care costs once they are no longer employed. Many people are under the impression that Medicare "takes care of itself" & that it will cover all of their health care expenses in retirement--it's not automatic, it's not free, & it does not cover everything. The cost of care, including insurance premiums & out-of-pocket expenses over a multi-decade retirement can vary considerably depending on the choices made during your transition to retirement.
This webinar will review:
Expectations for out-of-pocket health care costs after going onto Medicare
How Medicare works with private insurance to provide comprehensive coverage
Why you must plan for higher health care costs in retirement—including the possibility of needing long-term care
- How to incorporate the cost of health care into your overall retirement income plan
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 30-60 minutes.
Considerations in Institutional Real Estate for 2021
Original Webinar Date: February 23, 2021
Investment allocations in institutional real estate can have the potential benefit reducing volatility in portfolios. Possible rental income and longer term appreciation have made the asset class attractive to larger financial institutions and endowments. But how has the global pandemic impacted considerations in this asset class?
This webinar is a discussion with Dr. Randy Anderson of Griffin Capital, focusing an economic update viewed through the lens of institutional real estate.
Dr. Randy Anderson and Griffin Capital are not affiliated with First Allied Securities Inc.
Taxes & Your Retirement Plan
Original Webinar Date: Tuesday, February 9, 2021
There have been 3 major pieces of tax legislation in as many years. Given the pandemic and the need for further economic stimulus, we believe more changes are on the way.
The need for tax planning will only grow more serious as government budget deficits expand and promises under entitlement programs swell. Proper tax planning could reduce your expenses in retirement by potentially limiting the cost of taxation—because it is not ONLY about the size of your nest egg but also about how you crack it open.
We believe that part of what makes our practice different is the incorporation of taxes in the discussion of financial planning. This webinar explores the need to make tax planning a central part of your financial plan.
Retirement Planning TODAY
Original Webinar Date: Tuesday, January 26, 2021
2020 was a year that turned our daily routines upside down. How do these changes affect your plans for retirement?
In this event, we will explore the societal & demographic challenges to transitioning from working life to retirement. We will explore structuring your net worth to meet retirement income needs to supplement Social Security & other income.
The Year Ahead...2021 Economic Perspectives with BlackRock
Original Webinar Date: Tuesday, January 12, 2021
This is a discussion with Tushar Yadava, Strategist in BlackRock's Client Portfolio Solutions team. The discussion focuses on the outlook for the economy & investment markets at the outset of 2021--as the world works to emerge from the impact of the coronavirus pandemic & new leadership takes over in Washington DC.
You Can Access our Courage Through Planning 2020 Web Series HERE