__________________________________________________________________________________________________________________________________________________________________________________________________________________

Educational Webinars

Click on the date to view the recording

SS
 

 

____________________________________________________________________________________________________________________________________________________________________

Key data webinar 2022
 

 

__________________________________________________________________________________________________________________________________________________________________________________________________________________

Estate Planning in the time of the Coronavirus 

Estate planning generational 2021
 

 

________________________________________________________________________________________________________________________________________________________________________________________________________

 

Financial Planning Basic's  

financial-planning-basics
 

 

________________________________________________________________________________________________________________________________________________________________________________________________________

 

IRA  Planning 

IRA planning

 

 

 

 

 

 

 

​03/20/2022​ 

 

 

 

 

​01/11/2022​ 

 

 

 

 

 

 

 

 

​11/01/2021​ 

 

 

 

 

           

 

             

 

 

 ​06/09/21​ 

 

 

 

 

 

 

 

____________________________________________________________________________________________________________________________________________________________________

Tax Planning in Retirement

Tax Planning 4-21-21
 

 

________________________________________________________________________________________________________________________________________________________________________________________________________

Medicare Planning

Medicare
 

 

___________________________________________________________________________________________________________________________________________________________________

Cybersecurity

Cybersecurity Thumbnail
 

 

____________________________________________________________________________________________________________________________________________________________________

Social Security Planning 

Social Security
 

 

________________________________________________________________________________________________________________________________________________________________________________________________________

RetirementAccountOptions_Page_01
 

 

________________________________________________________________________________________________________________________________________________________________________________________________

CARES Act

Cares act
 

 

_________________________________________________________________________________________________________________________________________________________________________________________________

 

Secure Act

Secure Act 2020
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​03/23/21​ 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​09/15/2020​ 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​05/26/20​