Thursday, February 12th - Noon EST
The Basics of Senior Housing
As medical advances mean that people are living longer, many of us unexpectedly find ourselves thrust into the realm of housing options for elder friends, family members, or ourselves. There are now a variety of at-home and community options, with various price points and service models, which makes the decision-making process even more overwhelming.
Join Michelle Woodbrey, co-founder of 2Sisters Senior Living Advisors, and Karen Van Voorhis, CFP®, as they discuss today’s senior housing landscape, challenges, and resources to help you make the best decision possible.
Thursday, April 9th - Noon EST
The Basics of Roth Conversions
Roth conversions have been a hot topic in tax planning for a few years now, especially for people who are approaching the transition into retirement. On the surface, converting pre-tax funds to Roth – which are typically, and eventually, distributed tax-free – seems like a no-brainer. However, the considerations are far more nuanced, including the difference between current and future tax rates; the time horizon before needing to tap the Roth funds; and weighing the burden of paying more in taxes now.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they discuss the pros and cons of Roth conversions to determine if this strategy may be worth incorporating into your own tax planning.
Thursday, June 11th - Noon EST
Daily Money and Financial Management
The growing field of money management refers to common but time-consuming household administrative tasks such as bill paying, dealing with incoming mail, setting up and maintaining filing systems, tracking expenses, organizing tax documents, and even making travel arrangements. An increasing number of individuals and families are outsourcing this work, either for themselves or for their elder family members.
Join Margie Foley of Foley Management and Karen Van Voorhis, CFP®, to learn more about this field, the complexities of this work, and the resources that are available to you or your family members with these tasks.
Thursday, August 13th - Noon EST
The Basics of Health Savings Accounts (HSAs)
Health savings accounts have exploded in popularity in recent years, though many people don’t realize that they or their partner/spouse may have access to these valuable savings accounts. HSAs are compelling both for short-term and long-term tax planning, as well as being useful for taking pressure off of household cash flow.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP® to learn more about HSAs, including guidelines around who is eligible to contribute, the best way to turn them into long-term tax planning opportunities, and how to maximize use of these accounts.
Thursday, October 8th - Noon EST
The Basics of Medicare
Medicare – government-provided health insurance – is something virtually everyone will encounter at age 65. Medicare is hands-down one of the most confusing aspects of retirement, given the seemingly endless array of potential coverage options, plans, and price points that are available.
Join Sue Flanagan from Blue Cross Blue Shield of Massachusetts, Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they walk through the basics of Medicare and address the most often asked questions.
Thursday, December 10th - Noon EST
2026 In Review and Year-End Planning
Most of 2026 will be in the rear-view mirror at the time of this webinar, which means that it will be a great time to review any tax or other law changes that may affect investors, employees, or retirees. Similarly, there are often beneficial money-saving strategies that can be implemented prior to the end of the year.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they look back on 2026, highlight actions you can take prior to the new year, and discuss how best to prepare for 2027.
