Herr Capital Management Events

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

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.

Learn how to put the college puzzle together. We'll discuss three critical topics: Financing College Education - Financial Aid, Borrowing, Scholarships, Grants A "student action" plan for high school - Ideas for your student Key planning considerations.

Join Herr Capital Management, LLC 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. What opportunities and challenges lie ahead? Are we "Risk On" or "Risk Off"? Where is the financial world headed?

Join us for a complimentary webinar on Understanding Private Equity. We’ll discuss the following questions: What is private equity? How does private equity work? Why consider private equity as an investment? What opportunities does private equity offer? Who can access private equity markets?

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.

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. What opportunities and challenges lie ahead? Are we "Risk On" or "Risk Off"? Where is the financial world headed?

2021 has been a busy year for lawmakers. 2022 could bring historic changes in our federal tax and spending packages. Join us in this discussion of the top tax questions for 2022. We'll cover: Recent Tax Changes Potential Tax Law Changes Marginal Rates and Capital Gains

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.

CAPITAL MARKETS UPDATE & INVESTMENT THEMES An in-depth, up-to-date review of the current economy and markets. We'll share our thoughts on the quarter and what lies ahead. What economic opportunities and challenges lie ahead? Are we “Risk On” or “Risk Off”? Where are we headed?

Join us for a discussion on protecting your wealth. Over the years you have attained wealth – equity in your home, your retirement savings, your investment account and other assets. What would happen if the unthinkable happened? We’ll explore some potential ways you can safeguard your wealth.

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.

An in-depth, up-to-date review of the current economy and markets. We'll share our thoughts on the quarter and on what lies ahead. What economic opportunities and challenges that lie ahead? Are we “Risk On” or “Risk Off”?

What's the biggest risk to your financial security? It could be a lack of planning. Gain a better understanding of: Key risks to your financial well-being; Benefits of and steps to creating a retirement income plan; Resources to help you plan for expenses.

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.