Videos and Presentations

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Long Term Care | Protecting Yourself and Your Legacy

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In our twelfth and final retirement planning webinar we discuss:

  • The different types of long-term care plans that are available
  • What to look for in coverage options
  • Using LTC for asset protection
  • The best age to purchase LTC
  • The deductibility of premiums
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5 Steps to Aging Successfully in Retirement

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In our September webinar we will be discussing thriving and well-being based on healthy routines that support continued experience in five essential areas of life:

  • Purpose and Vocation
  • Community and Social Network
  • Financial
  • Physical Health and Wellness
  • Building Resilience and Handling Challenges
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Steps to Protect your Financial Information in an Age of Increased Security Risk

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Technology is exponentially expanding and is becoming more integrated in our businesses and our individual lives with each passing day; while this brings many advantages and efficiencies, it also opens us up to many kinds of threats to our privacy and security.

We will be joined by Ryan Robinson, Chief Service officer for Mainstay Technologies, who will help to provide an understanding of the various ways these threats and security breaches can occur, the associated risks, and the simple steps anyone can use, regardless of their technical ability, to substantially mitigate data breach risks for both your organization and your own personal accounts and private data.

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Myth: Financial Success is the same as Financial Health

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Breaking Money Silence is a podcast series aimed at helping all of us talk more openly about money
Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.

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Planning for Healthcare in Retirement

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In our August webinar we discuss Planning for Healthcare in Retirement:
1. The economic impact of healthcare as you age
2. Leveraging Medicare and private insurance to manage costs
3. Planning considerations before you make decisions
4. Resources available to help you through the planning process

 

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How to Create your Retirement Income Stream

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In our July webinar we discuss planning for your retirement income stream:

  • Tax planning strategies to maximize your income
  • How much do you need form your portfolio?
  • The risk of living off of interest and dividends
  • Considering your legacy plan
Knowing more about how you will create your retirement income stream can save you tax dollars and give you peace of mind.