Recorded Webinars

The traditional concept of retirement is often associated with an abrupt departure from the working world and can lead to an unfulfilling life. A more rewarding and fulfilling approach to retirement goes beyond mere relaxation and leisure. This webinar will provide practical exercises to help attendees reflect upon what they value most in life and devise their own unique, fulfilling retirement plan. This webinar aims to empower attendees to rethink their retirement, focusing on overall life quality rather than just financial stability.

Watch this recorded enlightening webinar on how to maximize your retirement income with Social Security. Michael Carson, covered topics such as selecting the optimal retirement age, optimizing spousal benefits, and factoring in your income when filing.

From maximizing your employer-sponsored retirement benefits and building your savings to rebalancing your portfolio, this recording is for anyone in their 50s seeking to secure their financial futures.

If you are an employer looking to save thousands of dollars in taxes while also providing a retirement benefit for your employees, this event is for you!

Watch this recorded presentation to learn more about HSAs, qualification requirements, benefits, and disadvantages.