Wealth Transfer Seminar
Friday, August 16th, 2013
Does the uncertainty of the current economic climate and market volatility concern you? This seminar discusses how to preserve and protect the assets that matter to you most.
Topics covered:
- The role of life insurance in your Estate Planning
- Probate and how to avoid it
- Strategies to help reduce estate taxes
- The efficient transfer for assets to your loved ones
Creating a Brighter Future for Your Family Through Estate Planning
Friday, August 16th, 2013
This seminar provides an overview of fundmental estate topics that are important to understand as you engage in the estate planning process. Members in various stages of life can benefit from this basic overview of key estate planning concepts.
Topics covered:
- Wills
- Trusts
- Probate
- Estate Taxes
Retirement Planning Seminar
Friday, August 16th, 2013
This presentation demonstrates how you go about establishing a plan for retirement. We’ll discuss basic questions, some general investment considerations, and how to create a retirement road map.
Topics covered:
- What kind of retirement lifestyle do you want
- How long do you expect retirement to last
- How to come up with an investment plan
- Tax advantage retirement vehicles
- Annunities
- Protecting against risk
- Plan implementation
Tax Free Investments Seminar
Friday, August 16th, 2013
This Seminar discusses how to save for a tax free retirement regardless of income. Many experts predict higher tax rates in the future. What are you doing today to offset this trend? Have you been told your income is too high to take advantage of tax free or tax deferred savings vehicles? Do you hve money earmarked for retirment but are unsure how to invest it properly?
Topics Covered:
- Roth IRAs
- Roth 401k’s
- Non qualified Deferred Annuities
- Life Insurance Retirement Planning
Investment Fundamentals Seminar
Friday, August 16th, 2013
In this presentation, we’re going to discuss the basics of investment planning. We’ll start by discussing some fundamental investment concepts, and then we’ll review some of the investment options that are available, and consider some general investment strategies.
Topics covered:
- Five myths adn truths of investing
- Proven strategies that can help your money work smarter and harder
- How to select investments that match your objectives
- How to limit your exposure to risk by diversifying your portfolio
- The benefits to professionally manage investments
- How to help your money accumulate with tax-favored accounts
Economic and Market Update Seminar
Tuesday, August 13th, 2013
This presentation provides a timely overview of the current equity and fixed income markets as well as the economic outlook from the MEMBERS Trust Company Investment Management Team.
Topics covered:
- Equity Markets
- Fixed Income Markets
- Economic Outlook
10 Steps to Financial Success
Tuesday, August 13th, 2013
These 10 steps will help you make educated choices on clear priorities. Changing life-long financial habits will take some work, but by following these steps, you can make the adjustments you need to make your money work for you.
Topics covered:
- Establishing goals
- Taking stock: establishing net worth
- Creating a spending and savings plan
- How to live within your means
- Pay yourself first: making saving your first priority
- Deleting debt
- Buying a home
- Diversifying
- Planning ahead
- Getting help
Social Security Seminar
Tuesday, August 13th, 2013
This workshop is for individuals looking for more information about how to maximize their Social Security benefits.
Topics include:
- What does Social Security really provide
- How much can I expect to recieve
- When should I start my Social Security
- How can I maximize my benefits
- Can I still work while I draw Social Security
- What about taxes and Social Security
- Will Social Security be there in the future
