Should I rollover My 401(k) or 403(b)?

• How to avoid errors that will increase your tax bill & Medicare costs
• The Pro's and Con's of leaving your retirement account
• What you gain by having direct control over your own money
• How to handle Roth conversions
• How to Rollover your accounts with confidence

Roth VS Pre-Tax Accounts: How They Work and How To Choose

• What is a Roth account?
• How to avoid the conversion tax trap!
• How to determine if a Roth is right for you
• The top five things you need to know before you move ahead with a Roth conversion

Estate Planning For Families That Stay Together

• The real definition of estate planning: A Family that stays together
• How to plan for advanced health care needs later in life
• How to draft estate docuemtns that help both your family and your finances
• How to avoid costly taxes and mistakes that will harm your legacy

Tax Planning For Modern Retirees

• How to reduce what you owe Uncle Sam, and increase your retirement income
• How modern tax planning means moving beyond 1 years tax returns
• The top five tax planning mistakes to avoid in your financial planning
• How to make sure your tax plan accounts for your familys goals

Trusts, Wealth, & Estate Planning: How They Work And If You Need One

• How trusts actually work in modern estate planning.  Hint: It's about far more than taxes!
• The top reasons to use a trust, and how to know if you need one
• Trusts for asset protection and tax planning
• Trust for family legacy, and the rainy days

Preparing For Retirement: Are You Ready? 

• The most important steps for near and recent retirees
• How to create retirement income that lasts, without annuities
• How to avoid mistakes that increase your taxes and Medicare costs
• How and when to take Social Security

Asset Allocation & Modern Portfolio Theory

• Planning your investments against interest rate, inflation, and market risks
• Planning that you don’t outlive your money
• Utilizing Asset Allocation to plan to meet your short-, mid- and long-term goals
• Putting the Financial pieces in place

understanding life insurance and you

college

planning

• Planning of time before college begins
• Where will the money come from to pay for college?
• The difference between Financial Aid, Grants and Loans
• College Saving Plans Benefits and Limitations

estate

planning

• Distribution of Estate, Wills and Trusts
• Specific Estate Planning Strategies
• The Purpose of Estate Planning
• What is Probate and why should you avoid it

exploring your options for a quality retirement

• Looking at Financial Personalities
• The High Cost of Debt and Dealing with it
• Things to consider when planning for Retirement
• Why creating income streams is so important
  

getting

fiscally fit

• Overcoming and Understanding our Financial Challenges
• Why creating an Emergency Fund is so Important?
• Understanding the High Cost of Credit
• Gaining Control Through Budgeting

first time

home buyers

• Understanding the process for buying a new Home
• First Time Home Buyers Money Saving Secrets
• What to avoid when buying a Home
• Understanding different Mortgage Types

Financial Blunders That Self Defeat US

• The Financial Mistakes commonly made with our Money
• Why Saving Money is so important
• Credit Cards – Why not to use them
• Why you should want to plan for a healthy financial future
  

getting your financial house in order

preparing for

long term care

• What is Long Term Care, and Will You Need It?
• Understanding Your Options
• How Much Will It Cost?
• What Will Medicare Cover?

Key Financial Planning Concerns for Women: How to tackle the challenege of longevity

• How longevity changes portfolios and income
• How Long-Term Care Insurance Actually Works
• Ensuring your income doesn't run out
• Planning for Retirement
  

investment concerns in a fragile market

• Reviewing Common Repetitive Investor Scenarios
• Key Ingredients to Investing
• A Few Facts to know when you are Investing
• Things to know when the Stock Market is in a Decline

issues of

aging parents

how to increase your health and wellness

legal lessons

for life

strategies for a sustainable income in retirement

refinancing your mortgage 101

understanding your options for federal benefits

• Why need for ongoing benefits education is crucial for every Federal employee's future. 
• A simple breakdown of benefits for FERS &CSRS employees and how they work. 
• Exploring your options for a secure retirement while working and when leaving your Federal career. 
• How investing in your TSP vs. just saving can make a big difference in your retirement income. 
• Questions to ask about how major life changes or separation from service affects you and your family. 
• Your options for taking distributions from your TSP. 
• How to calculate your pension benefit under FERS and CSRS. 

tax

planning

• The Importance of Tax Planning and Preparation
• Understanding Deductions and Exemptions
• What are some Tax Planning Considerations?
• Common Tax Filing Errors

understanding 401k rollovers

• Where Will Your Money Come From?
• How Much Money Will You Need?
• Taking The Money – Pro’s and Con’s
• The Benefits of Asset Allocation
  

women approaching retirement & beyond

• Understanding Women and Money
• Understanding Divorce and Widowhood
• Understanding Retirement and Estate Planning
• Understanding Risk Management

you and your

credit score

• What is a Credit Score and Why Does It Matter?
• Scoring Factors
• What is in Your Credit Report?
• 5 Steps to Improve Your Credit Score

roth ira: another tax break for americans

• The Difference between a Traditional IRA and a Roth IRA
• How Much Will It Cost
• Converting to a Roth IRA: Retirement Income
• Reasons to Consider a Roth IRA

union members: securing your financial peace of mind

• 6 Essential to Constructing a Financial Blueprint
• Understanding a Budget
• Understanding Retirement
• Understanding Investing

stress and your health

• What is Stress?
• Overview of some Stress Statistics
• Financial Stress and How to Overcome it
• What you can do to Manage your Stress
• New Title

i.d.

theft

• How Does Identity Theft Affect You?
• How Do They Get Personal Information?
• Steps to Prevent Fraud
• What To Do if You Are A Victim

maximizing mortgage strategies

• What is a Short Sale?
• The Home Buying Flow Chart
• Why Should You Refinance
• Different Kinds of Loans

Have an Idea For An Event?

• Let us know!
• We can typically build custom education events
• And often can find speakers for a wide range of areas from personal fitness to tax planning and everything in between!
  

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