Past Events
TIPS (Treasury Inflation-Protected Securities)
Presented by: Rick Miller
June 23, 2022
What are TIPS (Treasury Inflation-Protected Securities) and can they really protect portfolios against inflation?
My Bonds Are Down!! I Thought Bonds Were Safe Investments.
Presented by: Rick Miller
May 18, 2022
Why are my bonds decreasing in value? Does that mean investing in bonds has changed? What's my next move? Join Rick Miller and find out.
Continuing Care Retirement Communities: An Introduction
Presented by: Rick Miller and Laura Williams
April 21, 2022
In the fourth and final webinar in the series, Rick and Laura discuss Continuing Care Retirement Communities.
Basic Housing Options for Older Adults
Presented by: Rick Miller and Laura Williams
March 21, 2022
In part 3 of this series, Rick and Laura list the types of older adult housing options and give an overview of each one.
Long-term Care: Overview, Planning, and Insurance
Presented by: Rick Miller and Laura Williams
February 17, 2022
Part two of the webinar series focuses on long-term care and what it means for older adults and their families.
Older Adult Housing: Issues and Solutions
Presented by: Rick Miller and Laura Williams
January 20, 2022
Rick Miller and Laura Williams present the questions older adults and their families need to ask to prepare for retirement and their future.
Smarter Giving: Tax-efficient Strategies for Charitable Donations
Presented by: Frank Napolitano
November 17, 2021
Using Donor Advised Funds and Qualified Charitable Distributions can optimize charitable donations from a tax perspective. Find out how.