Your 2021 Calendar of Educational Webinars

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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

Behavioral Finance

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!

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Thursday, September 9, 2021 - Noon EST

Why Invest?

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.

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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!