2014 Series: Take Charge: Your Money. Your Life.

1/31/2014: How to Choose the Right Personal Financial Planner

Seminar recording | Presentation materials | "How to Choose the RIGHT Financial Planner"

Choosing the right personal financial planner may be one of the most important decisions you make in your lifetime. This advisor should be someone with whom you will be creating a trusted relationship for the long-term. Selecting this person is like choosing a CFO, confidant, a friend, a teacher, and a counselor all rolled into one. There is an array of different professional designations for financial advisors. How are you supposed to know which ones are credible? Clark M. Blackman II and Tracy Stewart will lead you through a discussion on:

  • Understanding when you need to hire a professional
  • Tips to help you in choosing the right personal financial planner
  • Important questions to ask before making the hire
  • Understanding how to decipher credentials

4/29/2014: 2014 Taxes: Start Your Money Plan Here

Seminar recording | Presentation materials 

Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.

We’ll show you how in this web seminar with CPA financial planner Gina Chironis. In the context of today’s dynamic tax environment, she will explain how you can use your tax return to create a comprehensive financial plan. In this plain English consumer-oriented web seminar, you will learn:

  • Planning steps to take in the new tax environment
  • How to ensure your retirement plan delivers
  • How to evaluate your investment strategy
  • How to protect your assets
  • And more …  

7/23/2014: Your Retirement: A Goal or a Dream?

Seminar recording | Presentation materials

They say, “A goal without a deadline is a dream.”   In spite of our many differences, there is one goal we all have in common:  to one day be financially independent.  If we are working at age 70, we want it to be our choice!  Which begs the question, “Is your retirement on plan?” Please join CPA financial planner Christine Romsdahl, CPA/PFS in this free one-hour webcast to understand what you need to be doing to take your retirement from a dream in your head to an achievable goal.  We’ll walk through what critical issues should be addressed in the various stages as one moves up to (20-, 10-, 5-years away) and into retirement. 

Woven through this discussion are the hot topics that are trending in the financial planning community today, including:

  • Thoughts on maximizing social security
  • Impact of changes in long-term care insurance market
  • Safe annual withdrawal rate from your retirement asset base
  • Pros and cons of annuities

Whether your retirement begins tomorrow or 20 years from now, there is good information in this webcast for you!

10/20/2014: Year-End Financial and Estate Planning Strategies in Plain English

Seminar recording | Presentation materials

Everyone must take proactive steps to protect themselves and their loved ones. A common misconception about estate planning is that it is something only wealthy individuals should do before they die. However, estate planning is an important part of life, regardless of wealth. The integration of your estate plan with all aspects of financial planning, including retirement, investments, insurance and tax planning is critical to achieving your financial goals, and there are certain strategies you should consider undertaking with the guidance of your most trusted advisor, your CPA financial planner, before December 31. 

In this financial literacy webcast, Susan Bruno, CPA/PFS and David Stolz, CPA/PFS will lead you in a plain English discussion of key planning concepts that affect everyone, including:

  • The impact of recent tax law changes to your estate, taxes, and overall financial plan
  • What opportunities to look for with respect to retirement plans
  • Tax savings strategies for an efficient investment portfolio
  • Actionable strategies to undertake with the guidance of your CPA financial planner before December 31.