Sensible Financial Webinars

The banner shows the date and time of the charitable giving and your estate plan webinar.

Charitable Giving and Your Estate Plan

Presented by: Frank Napolitano
February 23, 2023

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When planning for the future, you want to help family, but where does charitable giving fit into your estate plan? Join Frank and find out.

Past Events

Human Capital: Earning Power and the Retirement Implications

Presented by: Rick Miller
January 26, 2023

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The most vital part of your retirement plan involves your human capital or earning power. Rick Miller discusses how to make it work for you.

Mutual Fund Distributions, Reporting, and Taxes

Presented by: Chris Andrysiak
December 6, 2022

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Senior Financial Advisor Chris Andrysiak, will discuss mutual fund distributions and reporting to optimize tax benefits.

Planning to Minimize Medicare Premium Surcharges

Planning to Minimize Medicare Premium Surcharges

Presented by: Josh Trubow
November 17, 2022

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Josh Trubow, MSFP, CFP®, Senior Financial Advisor, will be hosting this look at how Medicare premiums may include surcharges that are related to your income. He’ll explore how those surcharges are calculated and steps you can take to minimize them. In the webinar, Josh refers to two webpages with information relevant to his presentation. We’ve [Learn more...]

The graphic shows the title and date of the upcoming CCRC webinar.

How Do I Choose the Best CCRC for Me?

Presented by: Rick Fine
October 5, 2022

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Rick Fine, Principal and Director of Sensible Financial® will describe eligibility requirements, CCRC types, and questions to ask.

The graphic is a card with the date of the webinar on CCRCs on it.

What Are CCRCs and Are They for Me?

Presented by: Rick Fine
September 20, 2022

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Rick Fine, Director of Financial Planning at Sensible, will explain the CCRC model and how you can decide if CCRCs are right for you.

The graphic shows the title and date of the event discussing stocks and bonds.

How Can Stocks and Bonds Both Be Down?

Presented by: Rick Miller
July 20, 2022

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The stock and bond markets usually follow a pattern, but not recently. Rick Miller will address why and how it affects your portfolio.