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Smart Money Webinars

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Retirement Income Planning 2023 Thumbnail

Retirement Income Planning 2023

Individuals and couples who are ready to retire often worry if their income strategies will last. In this video, I share the key considerations for retiress and pre-retirees in generating lasting income during retirement. A wide range of topics are covered including regulatory changes in Secure Act 2.0, social security choices, portfolio allocation, installing distribution guardrails for volatile markets, and tax-smart strategies.

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Pay Less for College Thumbnail

Pay Less for College

Find out how to position your student for the best financial aid package, college selection strategies, how to evaluate your student’s aid package and how to appeal financial aid offers. This seminar is suitable for parents of high school students 9th-12th grade.

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