Living Without Someone You Love
Monday, August 19th, 2013
Understanding loss, grief and bereavement.
Safeguarding and Protecting Our Children and Youth
Monday, August 19th, 2013
A look at symptoms of depression, suicide, OCD, anxiety and trauma among our young people.
Life Insurance Seminar
Friday, August 16th, 2013
This Seminar discusses why now is a great time to make sure that you and your family are adequately protected. We will take a look at what life insurance is, the different types offered, and how it can be used as an investment vehicle.
Topics covered:
- Replacing lost income for your family
- Covering debts and final expenses
- Reviewing existing policies to make sure you have appropriate coverage
- Creating a legacy through wealth transfer
Legacy Planning: Charitable Gifting
Friday, August 16th, 2013
This presentation will provide an overview of the basics of gifting and gifting strategies for charitably inclined individuals, including the pros and cons of various gifting techniques.
Topics covered:
- Gifting Basics
- Gifting in Trust
- Various Gifting Strategies
- Tax Considerations
Could a Trust Help You and Your Family
Friday, August 16th, 2013
For many families, the use of a trust can be an important part of their estate and incapacity plan. This presentation provides an introduction to trusts as well as an overview of the uses of various trusts for differing estate planning needs.
Topics covered:
- Trust Basics
- Commonly Used Trusts
- Estate Taxes
- Choosing a Trustee
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
