Building Interest in your Future (Designed for Age 20-55): Keeping Your Budget in Check
10 out of 10, you should budget again. Not only should you budget for everyday expenses, college tuition and supplies, and buying a house, you should also budget for retirement. We will help you decide how much to put into your monthly savings, how to take advantage of your employer 401k match, the difference between a Roth and a pre-tax contribution, and more! Learn how to truly invest in your future.
Make sure to check back for our 2024 schedule of monthly Webinars. We will be posting a variety of new and interesting topics soon!
Click Here to Register for November 16th at 12:00pm
Click Here to Register for November 16th at 5:00pm
CRN-5722079-060523
Retirement Planning Part 1: Introduction
Registration links coming soon!
Save the dates:
Thursday February 15th, 2024 at 12:00pm
Thursday February 15th, 2024 at 5:00pm
Retirement Planning Part 2: Your Lincoln 403(b)
Registration links coming soon!
Save the dates:
Thursday March 14th, 2024 at 12:00pm
Thursday March 14th, 2024 at 5:00pm
Social Security Basics
Retire in “har-money”; learn how social security can supplement your retirement income. We will present important information you need to know about Social Security and how to use it to you advantage to help achieve your retirement goals. Timing, spousal benefits, taxes, Medicare implications, and more!
Click Here to Register for Thursday May 16th, 2024 at 12:00pm
Click Here to Register for Thursday May 16th, 2024 at 5:00pm
CRN-5509537-031323
Are You Ready To Retire? (recommended for age 60+)
Registration links coming soon!
Save the dates:
Thursday June 13th, 2024 at 12:00pm
Thursday June 13th, 2024 at 5:00pm
Understanding Your Credit Score
Interested in learning about your credit score? You are not ‘a loan’.
Tracking your credit score is important. This webinar will teach you what may cause your credit score to fluctuate, how it is calculated, how to improve a low score, and how to properly track credit spending. Don’t miss out on this important aspect of life!
Click Here to Register for Thursday July 18th, 2024 at 12:00pm
Click Here to Register for Thursday July 18th, 2024 at 5:00pm
CRN-5724866-060623
Building Interest in your Future (Designed for Age 20-55): Understanding your Credit Score
Keep score of your credit floor. Learn how to properly track your credit score and what can cause it to fluctuate. We’ll bust some common credit myths and teach you how to stay on track.
Topics include:
- How is your credit score calculated
- What can cause your score to decrease
- How to increase your score
- Why a good score is important
- When you should get your first credit card
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planner Zackery Bertrand on September 14th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5724866-060623
Building Interest in your Future (Designed for Age 20-55): Saving for College
Get in line for your 529! The 529 plan is a state-sponsored investment plan allowing you to put away money for your education or a beneficiary’s. During this webinar we will discuss the benefits, custodian options, account ownership, asset distributions, and how to withdraw your money. Education is important and so is learning how to invest in your future!
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planner Zackery Bertrand on August 10th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5716701-060123
Building Interest in Your Future (Designed for Ages 20-55): Protecting Your Loved Ones
Life, liberty, and the pursuit of financial security. Keep your family protected if something were to happen to you. Learn the benefits of life insurance, what it costs, how it can replace lost income, how it can pay off debt, and how it can cover funeral costs. Don’t let this opportunity slip away!
Make sure to sign-up for our other monthly Webinars to learn about saving for college, understanding your credit score, budgeting for retirement, and more.
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planner Zackery Bertrand on July 13th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5696945-05192
Building Interest in Your Future (Designed for Ages 20-55): Understanding Your Eisenhower Retirement Plan
What’s better than earning money while you earn money? This Webinar is designed to provide you with a better understanding of how to maximize the benefits of your Eisenhower Retirement Plan(s) and better prepare for retirement. You’ll learn how they work, how to take advantage of your employer match, and if there are any tax strategies you should consider.
Other topics include:
- Tax Deferral
- Roth vs. Traditional Contributions
- Employer Contribution Matches
- Loan Provision
- Contribution Limits
- Catch-Up Contributions
- Investment Options
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planner Zackery Bertrand on June 8th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5651415-042723
Looking Forward to Retirement (Designed for Ages 55+): Putting It All Together – Creating a Retirement Income Plan
Vacations, new hobbies, grandkids; they cost money. Utilize the information you’ve learned thus far and put it all together in this webinar. We’ll dive into the do’s and don’ts of retirement income planning and how to maximize your retirement savings so you are able to have the retirement of your dreams.
Make sure to sign-up for our other monthly Webinars to learn about protecting your loved ones, saving for college, understanding your credit score, budgeting for retirement, and more.
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planner Zackery Bertrand on May 11th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5661890-050123
Looking Forward to Retirement (Designed for Ages 55+): Medicare Basics
A, B, C, D, is Medicare right for me? This webinar will discuss how to maximize its benefit to you. We’ll dive into costs, how and when to enroll, where you are covered, and other beneficial topics.
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planner Akira Abderrahman on April 13th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5509712-031323
Looking Forward to Retirement (Designed for Ages 55+): Social Security Basics
You pay into it, so when should it pay out to you? This webinar is designed to help you understand what social security is, how it is calculated, what claim options you have, and any pros and cons to claims before maturity.
Other topics include:
- How social security is taxed
- What options you have as a spouse
- What happens if you get divorced
- Other benefits
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planners Akira Abderrahman and Zackery Bertrand on March 16th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5509537-031323
Looking Forward to Retirement (Designed for Ages 55+): Income Strategies
Now that you have the money in your Eisenhower Retirement account, how will you get it out? Most people need 80% of their salary to maintain their current lifestyle while retired. Strategy is important. This webinar will focus on how to find your income “gap”, the challenges you may face, how to navigate those challenges, and most importantly how to make you feel comfortable and prepared for this new chapter in your life.
If you missed it, CLICK HERE to view the recording of this seminar!
Presented by Financial Planners Akira Abderrahman and Zackery Bertrand on February 16th, 2023
Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others.
CRN-5446831-020223
Are You on Track for Retirement?
We invite you to schedule a one-on-one retirement forecast meeting with our experienced financial advisors at a time that works for you. In this 30-minute virtual meeting, you’ll be able to talk privately with a financial professional about your retirement goals and whether or not you’re on track to meet them.
We’ll provide you with a personalized estimate of how much income you’ll need in retirement and develop a sound financial strategy to get you to your goals. When the meeting’s over, you’ll walk away with a plan and a better understanding of your retirement outlook.
This consultation is completely complimentary. Select an advisor from the list below and schedule your retirement forecast meeting today.