Series: Take Charge: Your Money. Your Life.

2018 Taxes: Start Your Money Plan Here
(4/27/2018)

Recording | Slides

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 Lori Luck. In the context of today’s tax environment and reform under the Tax Cuts and Jobs Act, she will explain how you can use your tax return to develop a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn:

  • Planning steps to take in the current tax environment
  • How to ensure your retirement plan delivers
  • How to protect your assets
  • How to evaluate your tax and investment planning strategies
  • And more …  

 

What You Need to Know about Student Loan Debt
(11/7/2017)

Recording | Slides

Student loan debt. Three words that strike fear into new graduates and parents everywhere. There are ways, however, to make the repayment of student loans more manageable. In this plain English consumer-oriented webcast, student loan experts Melissa Towell and Jim Sullivan will discuss the wide range of options available to lower the cost of your monthly student loan payments. You may be surprised to learn that Income Driven Repayment Plans (IDR Plans) and loan forgiveness opportunities were created with you in mind. The only problem? You must learn how to properly take advantage of these complex rules.

 

2017 Taxes: Start Your Money Plan Here
(4/20/17)

Recording | Slides

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 webcast with CPA financial planner David Stolz. In the context of today’s dynamic tax environment, he will explain how you can use your tax return to create a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn:

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

A FREE Webcast Series Brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners