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Events

Financial & Retirement Success Strategies - May 17

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there. We will address the most common questions we hear, including: Will I be able to retire and maintain my lifestyle? Should I stay invested in the market? What strategies should I employ now to improve my chances of success in the future? What tax strategies should I consider? When should I claim Social Security? This workshop helps you to visualize the cash flow impact of the various strategies available to you, allowing you to more clearly compare your options.

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CPA CE - Managing Health Care Expenses in Retirement - May 19

Most baby boomers will face a health care financial crisis in retirement because of inadequate or faulty knowledge of Medicare basics. This one-hour educational workshop will begin with an overview of Medicare and end with a discussion of long-term care. It will acquaint CPAs with the way health care works for retirees, and how they can help clients plan for health care expenses and transition smoothly into retirement. At this workshop, you will learn: How Medicare enrollment periods work — and what you need to do to avoid late-enrollment penalties for clients. How much clients can expect to pay in health care costs after going on Medicare. How Medicare works with private insurance to provide comprehensive coverage. Why most people pay too much for private insurance and how you can help clients avoid excess costs. Why planning for higher health care costs in retirement is essential — including the possibility of long-term care.

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