Broker Check

Events

Upcoming Events

October 20, 2021

7:00p - 7:45p

West Islip School District — Online via Zoom

[Webinar] Savvy Social Security Planning

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

October 25, 2021

6:30p - 8:30p

Hauppauge Library

Savvy Social Security Planning

What everyone wants to know (especially boomers). After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

October 27, 2021

7:00p - 7:45p

West Islip School District — Online via Zoom

[Webinar] Savvy IRA Planning for Baby Boomers

Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.

Past Events

October 18, 2021

7:00p - 9:00p

Sachem Library

Savvy Social Security Planning

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

October 12, 2021

7:00p - 9:00p

Smithtown High School East - Little Theatre

Grandparents Guide to Financial Planning

Grandparents can have a major impact on their grandchildren and, with the proper tools and guidance, can help them build a solid financial foundation. And it’s not all about monetary gifts. In this workshop, you will learn how to impart key financial lessons to your grandchildren in a way that inspires them and makes a lasting impression. College costs are skyrocketing and you will learn creative ways for grandparents to help and why, in many cases, it is a big mistake for grandparents to use the popular 529 College Savings plans. When it comes to legacy planning, grandchildren often get short changed. We expect the children’s inheritance to filter down to the grandchildren but divorce, death, lawsuits, and poor financial decisions mean the grandchildren often end up with very little or nothing. This program highlights the best ways to avoid these pitfalls and protect the grandchildren.

October 6, 2021

7:00p - 9:00p

Middle Country Central School District, Centereach High School

Savvy Social Security Planning

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

October 5, 2021

8:00p - 8:45p

Online via Zoom

[Webinar] Financial Planning and Disability Insurance for Physicians

Learn the benefits of making 403(b) contributions, how to take advantage of employer matches, and how to use your Roth IRA as an emergency reserve fund. We will discuss three little known features of Roth IRAs and how to use them effectively to maximize your net worth. This webinar will cover important features that every disability plan should have, and the differences between individual disability and group disability plans, and why your group disability insurance may not be sufficient. We will discuss when it is the “right time” to purchase disability insurance and how different factors such as age, sex, and medical specialty can affect your premium. We will also discuss how to qualify for resident/fellow discounts.

October 4, 2021

7:00p - 9:00p

Smithtown High School East - Little Theatre

Savvy Social Security Planning

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

Event Registration