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Financial Planning for the Retirement Transition

eMoney Advisor

Whether they are on the cusp of retirement or living as a retiree, this is an impactful time of transition. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

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Maximizing Wealth with Estate Planning: A Free Webinar

NAIFA Advisor Today

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.

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FSP Webinar: Reverse Mortgage Loans as a Financial Planning Tool

NAIFA Advisor Today

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage.

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Your New Year’s Financial Planning Resolutions

Carson Wealth

Watch our on-demand webinar , “ Your New Year’s Financial Planning Resolutions ” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen. The post Your New Year’s Financial Planning Resolutions appeared first on Carson Wealth.

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Financial Planning Opportunities in a Volatile Market

eMoney Advisor

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this.

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Chalk Talk: Exploring Retirement Housing Decisions

MainStreet Financial Planning

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here! How much can you afford to spend in retirement?

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Embracing the Future with Long-Term Care Planning

NAIFA Advisor Today

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern , for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever.