2012 Series: Take Charge: Your Money. Your Life 

4/25/2012: Taxes: Start Your Money Plan Here

Seminar recording | Presentation materials

In this web seminar recording, Mackey McNeill leads a consumer-oriented discussion on using the tax return for financial planning in plain English.

8/7/2012: Long Term Care for Consumers: Planning for Your Future Health Care in Plain English

Seminar recording | Presentation materials

As we age, our concerns over retirement begins to uncover specific areas of need. Experiencing a debilitating injury or illness is one of the more prevalent risks you may face in your lifetime. How will you plan for future health care, and what options are available for you? In this web seminar, Ted Sarenski, CPA/PFS and Leonard Wright, CPA/PFS will lead consumers through a clear and straightforward approach to long term care, including:
  • The long term care environment, then and now
  • Key long term care statistics
  • Options and opportunities to pay for long term care
  • Insurance company resources to evaluate financial and claims paying ability
  • Key contract clauses to be aware of
  • The impact of long term care events with and without a plan

10/18/2012: Plan Now for 2013: Tax, Gift and Estate Planning Tips - What to Do Before December 31st

Seminar recording | Presentation materials

This year presents an unprecedented opportunity for consumers to turn their focus to their personal financial plan (or lack thereof), including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, now is the opportune time to advantage of many financial planning avenues now to avoid missing crucial opportunities to protect your nest egg and increase your net worth.

In this web seminar, Lyle Benson, CPA/PFS, Ted Sarenski, CPA/PFS and Scott Sprinkle, CPA/PFS walk you through:
  • Looming tax changes scheduled for 2013 (income, estate and gift)
  • The impact of the political environment, including the upcoming election and President Obama’s & Congressman Ryan’s budget proposals
  • Planning opportunities to consider including income acceleration strategies, investment strategies and more
  • Estate and gift planning, including document drafting considerations
  • More planning strategies gleaned from your tax return
  • A plan for you and your clients
  • The importance and the value of financial planning in achieving your life goals

12/18/2012: The Fiscal Cliff:: What It Means for You in Plain English

Seminar recording | Presentation materials

The “fiscal cliff” is the combination of tax increases and spending cuts scheduled to take effect on Jan. 1, 2013 for the purpose of increasing government revenue and decreasing the budget deficit. It is imperative to ensure not only that you have the best strategies in place for maximizing your tax savings and protecting your net worth, but also to ensure that you understand the economic outlook and long-term outcomes of this “fiscal cliff” and its impact on you.

In this web seminar, leading CPA financial planners, Michael Goodman and Ted Sarenski, walk you through a plain English discussion of:

  • The fiscal cliff
  • Economic outlook
  • What all of this means for the consumer


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