Upcoming Seminars

JanuaryTax Cuts and Jobs Act – What the tax reform bill means for individuals
FebruaryApplying Academic Research to Practical Investing - Part 1
March3 Pitfalls to Avoid in Retirement
AprilIs Long Term Care Right for You?
MayTax Efficient Wealth Transfer and Strategic Estate Planning to Minimize Tax
JuneApplying Academic Research to Practical Investing - Part 2
JulyEffective Use of Debt and Should I be Debt-Free in Retirement?
AugustSocial Security Decisions: Optimization vs. Maximization
SeptemberThe Importance of the Sequence of Returns LEARN MORE
OctoberNavigating Medicare for Retirees and Pre-Retirees LEARN MORE
NovemberTax Planning Strategies for this Year and Next Year
DecemberCharitable Giving Strategies and Tax Benefits