Your 2021 Calendar of Educational Webinars

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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.

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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.

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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.

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Not sure of your schedule or think you might have to miss a webinar on a topic you’re interested in?

Register anyway, and we’ll send you a reminder close to the date and a link to the recording afterwards!