Thursday, April 11th - Noon EST
When a Partner Dies – Managing Finances on Your Own
A common factor of a successful marriage/partnership is the division of labor. Each partner has strengths and interests that may differ. However, what happens when the one who was in charge of the finances dies? This can leave the survivor completely in the dark about bank accounts, credit cards, investments, passwords, and a host of other issues.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they talk about how to make sure both parties are informed and on track.
Thursday, June 13th - Noon EST
Long Term Care – How to Pay for It
What happens if we or a loved one requires custodial services, either at home or in a facility? Find out how to pay for the care we may need at some point in the future. We’ll define custodial care, discuss Medicaid, and see how long term care insurance fits into the answer.
Join Linda Thalheimer, CLTC, LIA, a long term care insurance specialist, Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they explore options and considerations for long term care insurance.
Thursday, August 8th - Noon EST
What’s My Retirement Number? (Spoiler Alert: Wrong Question!)
How much money do I need to retire? We often hear this question, and the focus turns to how much is saved, what’s being added, and what it will grow to. But this may be the wrong question!
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, to discover what number you absolutely must figure out to know if you can retire comfortably. The answer makes understanding how much you need to retire much simpler and more accurate.
Thursday, October 10th - Noon EST
Legacy and Taxes – Effective Planning
Leaving something to the next generation is a common goal. However, making that happen efficiently requires some planning. We’ll talk about the tools and techniques of effective planning.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they talk about the tools and techniques of effective planning, especially in light of increasing income taxes in the coming years.
Thursday, December 12th - Noon EST
Year-End Planning – There’s Still Time
This is the time of the year when we can take a look at what’s happened in the past year, make some changes to possibly reduce taxes, and begin planning for adjustments in 2025.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they help you prepare for year-end.
