Webinars.

UPCOMING LIVE CLASSES

Use the link in the column on the right to register for your selected webinar. 

Topic Date Time Length Registration Link
Disarming the Social Security Tax Torpedo April 22nd 6:30 pm PST 45 min. https://registration.com/127k-3jki-1190-gw78
How the 2020 SECURE Act Impacts Retirement May 5th 6:30 pm PST 45 min. https://registration.com/127k-3jki-1190-gw78
Coronavirus Crash – Time to convert to a Roth IRA? May 18th  1:00 pm PST 45 min. https://registration.com/127k-3jki-1190-gw78
Medicare All About Enrollment June 1st  6:30 pm PST 45 min. https://registration.com/127k-3jki-1190-gw78
How to Secure Your Retirement  June 22nd  1:00 pm PST 45 min. https://registration.com/127k-3jki-1190-gw78

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 30-Minute Educational Webinar

HARVESTING RETIREMENT PLANS

Topics covered in this educational webinar:

  • How to protect against market fluctuations

  • How to protect against inflation

  • How to protect against outliving your savings

  • Using IRA rollovers to continue tax deferral

  • How to protect against long term care expenses

Harvesting Retirement Plans Webinar Handouts

Free webinar handouts include the Retirement Plan Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 30-Minute Educational Webinar

A TAX-WISE RETIREMENT

Topics covered in this educational webinar:

  • Uncle Sam’s Share of Your Retirement Accounts

  • Social Security Tax Reduction Strategies

  • Roth Conversion Strategies

  • Tax Free Cash Flow

  • How to be Tax Wise in Retirement

Tax Wise Retirement Webinar Handouts

Free webinar handouts include the Tax Wise Retirement Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 45-Minute Educational Webinar

SUPERSIZING SOCIAL SECURITY

Topics covered in this educational webinar:

  • Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

  • Benefits for Surviving Spouses

  • Taxation of Benefits

Social Security Webinar Handouts

Free webinar handouts include the Social Security Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.

RECORDED WEBINAR CLASS

Watch Webinar! It’s Free!

Watch this recorded webinar at your convenience.

FREE! 45-Minute Educational Webinar

MEDICARE MADE EASY

Topics covered in this educational webinar:

  • Enrollment Rules

  • Medicare Parts A-B-C-D

  • Medicare Advantage Plans

  • Prescription Drug Plans

  • Avoiding the “Donut Hole”

Medicare Made Easy Webinar Handouts

Free webinar handouts include the Mastering Medicare Crib, Q&A sheets, Retirement Readiness Quiz and Budget Form. These interactive handouts are used during the webinar and are a valuable educational resource.