Past Events
Retirement Account Fundamentals
Presented by: Rick Miller
April 21, 2023
Many people have retirement accounts, but do they understand them completely? Rick will compare types of accounts and describe them.
Top 10 Principles of Financial Planning
Presented by: Rick Miller
March 23, 2023
In this free webinar, Rick Miller will describe the most important core concepts of financial planning.
Charitable Giving and Your Estate Plan
Presented by: Frank Napolitano
February 23, 2023
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
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
Senior Financial Advisor Chris Andrysiak, will discuss mutual fund distributions and reporting to optimize tax benefits.
Planning to Minimize Medicare Premium Surcharges
Presented by: Josh Trubow
November 17, 2022
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...]
How Do I Choose the Best CCRC for Me?
Presented by: Rick Fine
October 5, 2022
Rick Fine, Principal and Director of Sensible Financial® will describe eligibility requirements, CCRC types, and questions to ask.