Please join us for the following upcoming webinars:

Date TBD – Tentatively set for January 21, 2015 – 12:00PM to 1:00PM EST

How To Sell Your Business and Plan for Retirement Income That Lasts a Lifetime

In this webinar, you’ll discover…

• How to prevent retirement disaster by knowing what your business is worth today
• Why retirement planning is more important than ever before
• How to increase the value of your business right now
• How other Baby Boomers will affect the value of your business
• Why living expenses will change during your retirement
• How much you’ll need for a retirement income that lasts a lifetime

Plus: learn two of the biggest misconceptions about investing during retirement that your wealth management team might not be telling you.

Contact us to notify you when details are final and registration is live.

Watch replays of our past webinars:

February 13, 2014

2014 State of the Markets Webinar

Since March 2009, investors have been reaping the benefits of a bull market, with the S&P 500 returning over 150%. At this point, many investors are wondering if the growth can continue. Facing the end of quantitative easing, another debt ceiling debate, and a number of geopolitical concerns, we think now is a good time to share our viewpoints with you. Please join us as we analyze what the indicators are pointing to, and discuss what could be in store for 2014. Your family and friends are also encouraged to attend.

Click here to watch a video replay.

March 21, 2014

2014 Tax Strategies Webinar

  1. Tax changes for 2014.
  2. Roth conversion opportunities in 2014.
  3. How Obamacare and healthcare laws may affect your taxes.
  4. Distributions: Ways to help keep what’s yours.
  5. “Tax Smart” asset location.
  6. Gift-tax exclusions.
  7. Pros and Cons: Treasury Securities and Tax-Exempt Municipals.
  8. To giver or not to give…giving appreciated assets to charity.

Sorry, we don’t have a replay available. Please contact us if you’d like a copy of the slides from this webinar.