Weekly Virtual Education Workshops Our goal is to provide as much education to our clients as we can, especially during these unprecedented times, so that we can empower everyone to make confident decisions for themselves and their families.Each week on Wednesday we will host a virtual seminar covering a critical component of retirement planning to give you the tools to assist you on the path towards success!First Wednesday of Every Month: Planning for Healthcare in RetirementSecond Wednesday of Every Month: Social Security Income StrategiesThird Wednesday of Every Month: Estate Planning and Retirement Distribution StrategiesFourth Wednesday of Every Month: College Savings PlanningLearn more below or RSVP to 833-225-7526 or firstname.lastname@example.org to reserve your spot and receive login information. Planning for Healthcare in Retirement - First Wednesday of Every MonthHealth care costs remain the number one expense in retirement with the average couple spending over $295,000 over the course of their retirement (not including long-term care). Unfortunately, the expectations are that those costs will continue to rise at a rate 5.4% annually.*This harsh reality is greatly impacted those who are not preparing for it, but we’re here to help educate you to plan smarter and avoid common Medicare mistakes.We cover all of your options:Part APart BMedigap v. Medicare AdvantagePrescription Drug plansHearing, Dental and Vision optionsAs well as enrollment periods and how to avoid penalties.Please note that this session is for education purposes ONLY and will not highlight any specific products.* Source: Centers for Medicare and Medicaid Studies, National Health Expenditures Projections, 2019–2028.Social Security Income Strategies - Second Wednesday of Every MonthFor many retirees, Social Security is a critical component when it comes to retirement income planning. That being said, many individuals don’t fully understand their options and also the impact making the wrong decision can have on their overall retirement plan.Our goal is to help you develop strategies while claiming your benefits as we cover:Strategies for IndividualsStrategies for Spousal BenefitsStrategies for Former SpousesStrategies for SurvivorsEstate Planning and Retirement Distribution Strategies - Third Wednesday of Every MonthIf you’re looking to understand estate planning, and tax efficient distribution strategies out of your retirement accounts, then this workshop is for you!In this workshop we cover:Misconceptions of an Estate Plan and the Reasons to Create OneElements of Estate PlanningWills and TrustsPowers of AttorneyTax ConsiderationsDistribution and Withdrawal StrategiesLegacy Planning and Required Minimum DistributionsThis presentation is for educational purposes and is not intended as tax or legal advice. Please consult tax or legal professionals for specific information regarding your individual situation.College Savings Planning - Fourth Wednesday of Every MonthStarting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education!In this workshop we cover:Tax credits for education expensesFederal and state Student Aid ProgramsStudent Loan Debt and Repayment OptionsAccumulation Strategies: 529 plans, Coverdell Accounts, U.S. Savings Bonds, UGMA/UTMALate Stage College Planning and the Impact of E.F.C (Expected Family Contribution)RSVP @ 833-225-7526 or at email@example.com to reserve your spot and receive login information.