Medicare Open Enrollment 101: In Partnership With Caribou
Presented by: TBD
September 19, 2024
Open Enrollment for Medicare is fast approaching! To help you prepare, Sensible Financial Planning is hosting a webinar with Caribou, a healthcare consulting firm, to cover the fundamentals of Medicare. We hope this will help you make an informed decision that meets your health needs, preferences, and financial goals. By the end of the webinar, [Learn more...]
ABLE Accounts: What Do You Need to Know?
Presented by: Laura Williams
October 23, 2024
ABLE (Achieving a Better Life Experience) accounts are a specific type of 529 plan available for some people with disabilities. The plans enable people with disabilities to save in a tax-advantaged account without the risk of accumulating too many assets or jeopardizing potential needs-based government benefits. In this webinar Laura Williams covers: Laura Williams, is [Learn more...]
Past Events
When Can I Retire?
Presented by: Rick Miller
August 28, 2024
Learn how much savings you need for a comfortable retirement and to build a solid plan with insights from Rick Miller.
Managing Money as a Couple: Retirement Years
Presented by: Rick Miller
July 30, 2024
Key strategies for a secure and comfortable retirement.
Digital Assets and your Estate Plan
Presented by: Frank Napolitano
June 25, 2024
Incorporating digital assets in your estate plan is crucial. This webinar covers key considerations, legal issues, and steps to protect them
Managing Money as a Couple: Child-Rearing Years
Presented by: Rick Miller
May 29, 2024
Explore the financial intricacies that come with raising children.
TIPS Ladders
Presented by: Rick Miller
April 28, 2024
You may have heard of TIPS (Treasury Inflation-Protected Securities), but did you know you could invest in TIPS in different ways?