We are excited to invite you to our upcoming presentation, "Getting to Know Medicare" . This informative session will provide a guided tour and introduction to Medicare, covering essential topics such as eligibility, enrollment periods, and understanding your Medicare options.
Join us for our 2nd Quarter "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.
Join us for a Lunch & Learn where we’ll break down Wills, Trusts, and the secrets to protecting your legacy. ✅ The must-know estate planning essentials ✅ How to avoid family feuds & financial headache ✅ The importance of estate planning for all individuals and families ✅ Wills, trusts, and powers of attorney – understanding your options ✅ How to minimize taxes and protect your assets ✅ Common misconceptions and mistakes to avoid ✅ Surprising stories of estate planning gone wrong (and how to get it right!)
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.
Join us for the first quarter 2025 "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.
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 insightful webinar session on innovative ways to fund long-term care.
How do you protect your online assets? How do you recognize attempts to access your financial accounts? How do you protect yourself online? This session will provide you with practical tips and strategies to enhance your online security and safeguard your sensitive information. We will use real world examples we've seen in at our firm and show you steps to keep your assets protected.
Join us for our 2025 "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.
Join us for an insightful session on enhancing your charitable impact through strategic planning. This webinar covers Philanthropic Landscape: Understanding current trends in charitable giving. Choosing the Right Assets: How to fund your philanthropy effectively. Comparing Giving Vehicles: Donor-advised funds, charitable trusts, and more. Tax-Smart Strategies: Maximize the impact of your contributions while managing tax liabilities.
Join us for our quarterly "Guide to the Market" webinar on October 17, 2024 12:15 PM to 12:45 PM (CDT). 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.
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.
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.