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Upcoming Events


Retirement Planning I: You’re Retired – It’s Time to Revisit Your Financial Plan

The secret to a secure retirement is planning. In this session, seasoned investment counsel Julie Jason, JD, LLM, will talk about setting up pension-like income streams; how Social Security fits into the picture; how to anticipate, not react to, market-moving events; how to monitor investments; when to make changes to your plan; and whether and how to include a financial professional in the mix.


Register Here



Retirement Planning II: Introduction to Retirement Investment Options

Do you have a retirement “portfolio” organized to meet your specific needs? Or a random collection of investment accounts and financial relationships that you’ve acquired over time? Retirement is not a transition to learn through trial and error. This presentation takes you through tools that can assess your preparedness for launching and securing a long and satisfying retirement.  The discussion will include how your investment thinking needs to change to address life as a retiree; how to avoid mistakes in retirement; how to monitor investments; and when to make changes to your plan.

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Retirement Planning III:

A Smart Way to Plan for Retirement Account Withdrawals

If you have multiple 401(k)s, IRAs, and brokerage accounts – or multiple financial professionals, as many high-net-worth people do – you’ll need to feel comfortable with the plan you’ve created to manage required minimum distributions and your retirement accounts, potentially through decades of retirement. How should those accounts be invested? Should you roll over 401(k)s? What’s the plan? Importantly, the plan must accommodate multiple objectives (current income plus capital appreciation) and goals (lifelong income; charity; legacy), and it has to fit you – not anyone else.

REGISTER HERE