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Herr Capital Management Events

ALL EVENTS ARE OPEN TO THE PUBLIC UNLESS NOTED.

Lunch & Learn: Tax Strategies for the Current Landscape Thumbnail

Lunch & Learn: Tax Strategies for the Current Landscape

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.

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Lunch & Learn: Social Security 101: Hear Directly From The Social Security Administration. Thumbnail

Lunch & Learn: Social Security 101: Hear Directly From The Social Security Administration.

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?

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Lunch & Learn: Cyber Security Thumbnail

Lunch & Learn: Cyber Security

Cybercriminals may steal from right under your nose. Fortunately, there are steps you can take to protect yourself. Join us for an in-depth discussion on the tools and techniques to protect your digital assets. We'll even include some real life examples of cyber-theft and how it could have been prevented.

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Lunch & Learn Plan Your Path to Retirement Thumbnail

Lunch & Learn Plan Your Path to Retirement

Join us for a discussion about your path to retirement. We’ll focus on important factors when making decisions for your 401(k), 403(b), IRAs and other accounts earmarked for retirement. We'll evaluate risks, time frames, contributions, tax issues and investments. We'll also discuss the importance of creating a disciplined investment strategy.

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Lunch & Learn: Women - Planning for Life's Big Moments  Thumbnail

Lunch & Learn: Women - Planning for Life's Big Moments

Sometimes financial priorities get lost in the shuffle of everyday life — particularly now as caregiving and healthcare concerns are top of mind. But, women have some additional considerations that come into play when planning and saving for the future. Why? Life expectancy, healthcare costs, and career interruptions are all contributing factors. To help you navigate the process, please join us in discussing how and why financial planning is different for women and gives specific information that women should know when making financial decisions.

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Lunch & Learn: Planning for Health Care in Retirement Thumbnail

Lunch & Learn: Planning for Health Care in Retirement

Join us for an in-depth discussion around planning for health care in retirement. With more baby boomers retiring and living longer, the need to plan for and fund health-care expenses in retirement is growing rapidly. We will examine the challenges retirees face, delve into the key components of retiree health care such as Medicare and long-term care, and discuss planning considerations as you enter retirement.

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Lunch & Learn: Social Security Workshop Thumbnail

Lunch & Learn: Social Security Workshop

Learn how to maximize Social Security benefits for your retirement income plan. Gain a better understanding of: Eligibility and options for you, your spouse, and other beneficiaries; Factors to consider when deciding to take your benefits; How your decisions can impact your spouse and other beneficiaries; and, Opportunities to help you fill your retirement income gap.

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