Your 2021 Calendar of Educational Webinars
Thursday, May 13, 2021 - Noon EST
Estate Planning for Families with Children Age 18 and Older
What do you need to consider? Critical steps before college and common pitfalls!
Karen Van Voorhis, CFP® will be joined by Danielle G. Van Ess, Estate Planning Attorney at DGVE Law to explore the unique needs of parents with children ready to leave the nest. Learn what important steps you need to take to protect your children and yourself!
Thursday, June 10, 2021 - Noon EST
Secrets and mysteries revealed! How to make smart decisions to maximize the benefit you’ve earned.
Dan Galli, CFP® and Karen Van Voorhis, CFP® will unveil the simple steps and strategies you need to take to reap your maximum Social Security benefit, including spousal and survivor benefits.
Thursday, July 8, 2021 - Noon EST
Financial Planning for Teachers
Learn about unique opportunities just for teachers. Explore techniques to maximize benefits of all plans. Are you eligible for Social Security?
Dan Galli, CFP®, a former teacher himself, will take you through the maze of benefits available for teachers including Massachusetts Teachers Pension Plan, 403(b), 457(b), Social Security (WEP and GPO). Learn how to strengthen your financial future.
Thursday, August 12, 2021 - Noon EST
Discover why the human brain has difficulty making smart financial decisions. What gets in the way?
Dan Galli, CFP® and Karen Van Voorhis, CFP® will explore how biases impact your financial decision making. Are you risk adverse? Do you tend to follow what your peers do? There are upsides and downsides to herd mentality. Join us to explore!
Thursday, September 9, 2021 - Noon EST
Why time horizon is the most important element of your investment plan. Learn how to better align your investment risk with potential return.
Dan Galli, CFP® and Karen Van Voorhis, CFP® will dive into, with all of the current uncertainties in the world, how and when to invest.
Thursday, October 14, 2021 - Noon EST
Medicare Planning and Annual Updates
When do you need to apply? How do you apply? What’s IRMAA and will it impact me? Initial and annual appeals to lower cost!
Dan Galli, CFP® and Karen Van Voorhis, CFP® lay out how Medicare works: the “Parts,” when you need to apply, what options are available each year, how much it will cost and if income will impact your premium.
Thursday, November 11, 2021 - Noon EST
Required Minimum Distributions (RMDs)
What’s an RMD? When do I need to start taking an RMD? What about accounts left to a beneficiary?
Dan Galli, CFP® and Karen Van Voorhis, CFP® will explain why you can’t defer paying taxes on your retirement accounts forever. Learn when you must start drawing on these accounts, how much must be taken each year, and what to do if you inherit a retirement account.
Thursday, December 9, 2021 - Noon EST
Digital Estate Planning
What’s your plan? What information have you shared with your family? Where are your passwords stored? Who has access to your accounts?
Dan Galli, CFP® and Karen Van Voorhis, CFP® will explore the steps you should take to be sure the “right” people know your plan. They will be joined by guests who will provide insight into developing, organizing and protecting all that matters to you and your family.