Webinars
Social Security: Understanding & Planning
MONDAY, AUGUST 23, 2021 | 12PM
Everyone needs a personalized social security claiming analysis to understand when to apply and how their monthly benefit will fit into their retirement income plan.
Social Security: Understanding & Planning
WEDNESDAY, AUGUST 25, 2021 | 6PM
Everyone needs a personalized social security claiming analysis to understand when to apply and how their monthly benefit will fit into their retirement income plan.
Savvy Social Security Planning
MONDAY MAY 24, 2021 | 6PM
WEDNESDAY, MAY 26, 2021 | 12PM
SATURDAY, MAY 22, 2021 | 10AM
TOPICS COVERED:
- Factors to Consider When Deciding When To Apply For Benefits
- Reasons You Should ALWAYS Check Your Earnings Record for Accuracy
- How to Coordinate Benefits with Your Spouse
- How to Minimize Taxes on Social Security Benefits
- How to Coordinate Social Security with Your Other Sources of Retirement Income
MBDA CAP PRESENTS: Will New Tax Laws Benefit or Hurt Me and/or My Business?
THURSDAY, APRIL 22, 2021 | I 1PM
TOPICS COVERED:
- New Tax Law, Benefits I Can Receive
- Tax Details and Tax Insights
- Questions to Ask Yourself
Savvy Tax Reduction Strategies
TUESDAY, MARCH 23, 2021 | 12PM
THURSDAY, MARCH 25, 2021 | 6:30PM
SATURDAY, MARCH 27, 2021 | 10AM
TOPICS COVERED:
The impact Social Security and Medicare have on taxes
The multiple tax planning stages in Retirement
A plan to avoid overpayment of taxes
The Value of Income Planning: A Process for Retirement Preparedness
TUESDAY, FEBRUARY 23 | 12:30PM
THURSDAY, FEBRUARY 25 | 12:30PM
TOPICS COVERED:
Analyze your retirement situation
Understand potential retirement income risks
Evaluate your retirement income needs
Literacy to Legacy Webinar Series: 2021 Market Outlook | Ways to Grow + Protect Your Wealth
TUESDAY, JANUARY 26 | 6PM
THURSDAY, JANUARY 28 | 12:30PM
SATURDAY, JANUARY 30 | 10AM
TOPICS COVERED:
Medicare Part A, B, D
Medicare Advantage
Medicare Supplemental
Long Term Care