Past Events
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.
What Are CCRCs and Are They for Me?
Presented by: Rick Fine
September 20, 2022
Rick Fine, Director of Financial Planning at Sensible, will explain the CCRC model and how you can decide if CCRCs are right for you.
How Can Stocks and Bonds Both Be Down?
Presented by: Rick Miller
July 20, 2022
The stock and bond markets usually follow a pattern, but not recently. Rick Miller will address why and how it affects your portfolio.
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?