Sensible Financial Webinars

Past Events

The banner shows the title of the webinar, Retirement Account Fundamentals.

Retirement Account Fundamentals

Presented by: Rick Miller
April 21, 2023

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Many people have retirement accounts, but do they understand them completely? Rick will compare types of accounts and describe them.

The banner shows the title, Top 10 Principles of Financial Planning.

Top 10 Principles of Financial Planning

Presented by: Rick Miller
March 23, 2023

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In this free webinar, Rick Miller will describe the most important core concepts of financial planning.

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.

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.