Herr Capital Management Events

Join us for our quarterly "Guide to the Market" webinar, where we will review the latest trends and developments in the stock market and the broader economy. This session is designed to provide you with valuable insights and analysis to help you make informed investment decisions. What We’ll Cover: Market Overview: A comprehensive review of the recent performance of the stock market, including major indices and sectors. Economic Trends: Analysis of key economic indicators and what they mean for the market and your investments. Investment Strategies: Discussion on effective investment strategies in the current economic climate. Outlook and Predictions: Expert forecasts and predictions for the next quarter and beyond. Q&A Session: An opportunity to ask questions and get answers from our market experts.

Under Illinois State Law, every employer with at least five employees* must either offer their own qualified retirement plan or facilitate the Illinois Secure Choice program. Join us for a 30-minute informative session on the Illinois Secure Choice Program. The Illinois Secure Choice Program is designed to help more Illinois workers save for retirement through automatic payroll deductions facilitated by their employers.

30 minute complimentary webinar to help you understand 520 plans. Using the Illinoi Bright Directions 529 plan, we'll walk you through understanding the ABCs of saving for college.

In this exclusive webinar, we'll delve into the intricate relationship between elections and investments, uncovering insights that can help you navigate the twists and turns of the market with confidence.

Join us for an insightful webinar session on "The Great Income Gap" in long term care planning. Long term care often prompts a variety of emotions and concerns. We will discuss common misconceptions and myths surrounding long term care, review the options for covering care costs, and explore strategies to address the potential income gap that may arise.

Join us for an informative and insightful webinar on estate planning essentials. Whether you're just starting to consider your estate's future or looking to refine your existing plans, this session is designed to provide valuable guidance and answers to your key questions. Key Discussion Points: Understanding the Basics of Estate Planning Importance of Wills, Trusts, and Probate Strategies for Preserving and Distributing Assets Q&A Session: Get Your Estate Planning Questions Answered

Join our quarterly Lunch and Learn Webinar as we delve into a comprehensive analysis of the 2023 year-end's economic landscape, insights into financial markets, and a forward-looking 2024 outlook.

Get ready to tackle tax season with confidence! We are thrilled to invite you to our upcoming 30-minute webinar focusing on essential tax strategies and updates. In this session, we'll delve into crucial topics including marginal tax rates, recent tax code changes, the New Secure 2.0, Inherited IRAs, and Roth Conversion opportunities. We'll also have time to answer some of your questions. Led by experts in taxation, we're excited to have Jim Boie, CPA and Senior Tax Manager at FORVIS join our discussion. This webinar aims to equip you with the knowledge and insights necessary to navigate the complexities of tax season effectively. Don't miss out on this valuable opportunity to gain a deeper understanding of tax intricacies.

Join us for a 30 minute review of the 3rd Quarter's economic activity. We'll review what's on the mind of investors: What are the implications of inflation? What's next for the Federal Reserve interest rate policy? What current financial conditions may tell us about future growth. Simplify the complex with our timely and thought-provoking insights on economic events and outlook to help you make informed investment decisions more confidently.

Join us Thursday July 27 at 12:15pm (CDT) for a 30-minute discussion of the economy, stock market and our views on what lies ahead. Discover ways to steer through the current market challenges and how to avoid mistakes.

The SECURE Act of 2019 introduced meaningful changes to rules around retirement accounts, some with significant ramifications for tax and estate planning. The SECURE 2.0 Act of 2022 brought even more changes. This complimentary webinar will help you understand some key opportunities available under the recent legislation —along with some notable limitations —to help them make the right planning decisions for retirement and beyond.

Join us to learn the top ten ways you can improve your financial life!

Lunch & Learn: Join us for an 30 minute review of recent market events that have an impact on your investment goals. We'll share our thoughts on the economy, the markets and what lies ahead. Recession? Banking? Federal Reserve Actions? Where are the opportunities? Where are the risks?

Join us for a 30 minute live discussion of the Mortgage and Housing Markets. How does the Federal Funds Rate impact mortgage rates? What is the future of mortgage rates? How to I get a mortgage?

Join this live webinar on bond and the Federal Reserve: How do bonds work? What are the different types of bonds? How does bond math work?

Join us for an in-depth Year end review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead.

From recent changes due to the Tax Cuts and Jobs Act (TCJA), to the risk of higher taxes in the near-future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. This Lunch & Learn Event examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and efficient means of transferring wealth. We'll provide actionable planning ideas: 1. How to maximize popular deductions, 2. Take advantage of lower tax brackets, 3. Estate planning under the new law.

Join us for an in-depth up-to-date review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead. Inflation? Recession? What are we watching? Where are the opportunities and challenges? Are we "Risk On" or "Risk Off"? Where is the financial world headed?

Hear directly from the Social Security Administration - Social Security 101: Everything you wanted to know. When are you eligible to receive retirement benefits? How does early retirement affect your benefits? Do you qualify for disability, survivors and spouse benefits? How do you get the most from your benefit? What is the future of Social Security? When should you file for Medicare?

Join us for an in-depth up-to-date review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead. Second quarter 2022