Events

Webinar: Year-End Tax & Financial Planning

Zoom

Webinar: Year-End Tax & Financial Planning Wednesday, November 30 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2022 strong and prepare for tax season. We will share upcoming deadlines and a checklist of financial planning tasks for what should be completed by the end of the…

Healthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare

Zoom

Healthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare Presented By: Naomi Weisgerber, Werner & Associates and Andrea Bulen, CFP® If 2023 begins your countdown to retirement, this webinar is for you! Listen in for real life scenarios and discussion of important details to consider. Learn the steps to keep your healthcare covered as you…

Long Term Care Insurance Overview Webinar

Zoom

Long Term Care Insurance Overview Webinar Presented By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Learn more about a seemingly complex topic and break it down into easy-to-understand discussion points. Get a better understanding of how this form insurance may be a fit for your overall financial plan. Join us via the Zoom link below at 1:00pm…

Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info

Zoom

Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info Presented By: Lake Country Travel Join us to hear about exciting travel ideas and opportunities, whether you are interested in individual or group travel in the upcoming months. Hear from the experts about what destinations are currently the most popular and important details to note including…

How to Read Your Tax Return Webinar

Zoom

How to Read Your Tax Return Webinar Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It can be easy to file away your tax return without taking a look. However, it is worth understanding a few key items and checking for accuracy. Join us as we walk through the most common forms included in a…

2024 Webinars

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

2022 Webinars

Recording: Year-End Tax and Financial Planning

Recording: Tech Series Part 2 – Cybersecurity

Recording: Tech Series Part 1 – Shakespeare Website

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning