2013 Series: Take Charge: Your Money. Your Life 

1/4/2013: Take Charge of Your Financial Future

Seminar recording | Presentation materials | Personal Finance Report Card

In light of financial uncertainty caused by the fiscal cliff, a weak economy and ongoing tax changes, this New Year is the perfect opportunity to set goals and proactively plan for your financial future. This is your money and your life; now is the time to turn your focus to creating or updating your comprehensive personal financial plan, including retirement, estate, tax, investment and insurance planning. In this web seminar, leading practitioners Jean-Luc Bourdon and Susan Bruno lead you through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams.

4/25/2013: Start Your Money Plan

Seminar recording | Presentation materials | Tax return checklist

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 Sarah Hughes. 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 …

8/26/2013: Plan Before You Borrow: What You Should Know about Planning for College Education

Seminar recording | Presentation materials

Got student loan debt? Thinking about getting student loans? More than 38 million Americans have outstanding student loan debt totaling almost $1 trillion. While Congress considers proposals to keep these loan interest rates down, learn about what you can do to plan for college education. In this webcast, Kara Kessinger will share important information about:

  • An overview of Congress’ action on whether or not to let interest rates increase
  • College savings opportunities
  • Financial aid: when it’s appropriate and how to use it smartly and strategies for repayment
  • Tax planning opportunities, including education tax credits and deductions

10/22/2013: Proactive Year-End Planning: Impact of ATRA and Net Investment Income Tax in Plain English

Seminar recording | Presentation materials

October 21-27 is National Estate Planning Awareness Week and right now is the opportune time to work with your CPA financial planner to address year-end planning strategies and discuss the impact of the American Taxpayer Relief Act (ATRA) and the Net Investment Income Tax (NIIT). ATRA and NIIT have added more complexity to financial planning, and CPA financial planners are positioned to help you navigate through five layers (regular tax, AMT, NIIT, itemized deduction phase-outs, and increased 39.6% tax bracket) in order to gain a clear picture of your personal financial situation. In this plain English webcast, leading practitioners, Karen Goodfriend, Ted Sarenski, and Scott Sprinkle, will walk you through important considerations, including:

  • An overview of ATRA and NIIT and the impact of these changes to your estate, taxes, and personal financial plans
  • Actionable strategies to discuss with your CPA financial planner now to implement before December 31


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