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Upcoming Events

How to Plan and Execute a Successful Retirement in Good Times and Bad

Do you have a retirement “portfolio” organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In this presentation, Personal Portfolio Manager Julie Jason will review the basics of retirement investing with a focus on avoiding common mistakes and designing a retirement portfolio that will last a lifetime in good markets and bad. Attend this presentation to learn how to create an action plan to meet your retirement goals.

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Why Personal Portfolio Management Might Be Right For You

Do you have a “portfolio” organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In this presentation, professional money manager, Julie Jason will highlight key personal portfolio management techniques and insights that will help you gain control over your results along with a better sense of how to deal with the uncertainty that we all face as investors, especially during times of transitions such as retirement, divorce, or the sale of a business.

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You’re retired – it’s time to revisit your financial plan

The secret to a secure retirement is planning. If you already have a plan, it’s time to act. If retirement came as a surprise, it’s time to make retirement planning a priority. In this session, we will talk about setting up pension-like income streams; how to anticipate, not react to, market-moving events; how to monitor investments; and when to make changes to your plan.

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Trusts & Estates for Couples Only: How to Coordinate Your Financial and Estate Plans

Couples need to be alert to a common estate planning pitfall: lack of coordination between your estate plan and your investment plan. A costly estate plan intended to save taxes and benefit heirs can be hampered if assets don’t flow as planned. In this session, you will learn about tools, resources, and actions steps to avoid surprises. This conversation will be especially helpful to couples who need tax planning because their assets are large enough to trigger state or federal estate taxes. After attending this roundtable, you’ll be better able to ensure that your estate planning and investment planning are in sync.

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Gifting to children and grandchildren; Giving to the next generation, educating and mentoring young people

If you want to start the young people in your family on the right track toward financial security, there is no better way than mentoring them through real-life experiences.  One way is to set up a tax-free gifting program that leverages time and creates an attitude of saving and investing. Another is to discuss how financial and estate plans need to be coordinated. Learn the importance of  talking with children about not only their futures, but also yours.  For the charitably inclined, we will also discuss donor advised funds and private foundations.  This session will help you bring younger generations into a conversation that will help prepare them and you as the future unfolds.   

TO BE RESCHEDULED