Financial Health and Retirement Programming
Date/Time November 14, 2023 | 10:00 AM PST / 12:00 PM CST / 1:00 PM EST https://attendee.gotowebinar.com/register/2094249021901860440 \
Financial Planning starts with Setting Goals. It is built on the foundation of great cash management. All the individual topics are related. This webinar's individual topics will include setting goals, cash management, education planning, tax strategies, insurance, estate planning, choosing investments, and retirement planning.
Presented By Rebecca Tapia, Financial Advisor
RECORDINGS OF PREVIOUS WEBINARS
Webinar was held on 1/30/23 Description Recognized annually in January,
“Financial Wellness Month” reminds us to think about and pay attention to our financial well‐being. The timing is perfect to acknowledge financial wellness because the holiday season tends to increase spending, New Year’s resolutions are staring back at us, tax season preparation is upon us, and regarding planning a budget, now is the time to do it to help plan for the future.
Presented By Rebecca Tapia, Financial Advisor
Pre‐Recorded, click on the Volatility and Investing in Today’s Market video and the passcode is Recording#1 to view.
How can we thrive in a volatile market or crisis? This presentation discusses how market volatility and how we as humans—and our brains—tend to react to volatile markets. This is based on research from behavioral scientists who’ve studied our brain—and which parts of it are activated when money’s involved.
Presented By John Clark, Retirement Plan Advisor
Webinar was held on 3/21/23
In this webinar, you will learn how to better understand your personal income tax and how to maximize your after‐tax income.
Presented By Rebecca Tapia, Financial Advisor
Webinar was held on 5/16/23
In this webinar you will determine the right asset allocation based on your goals and risk tolerance, invest to minimize taxes, know how to select and manage a portfolio of stocks, bonds, ETFs, and/or mutual funds and understand investment options and resources that are available within your retirement plan.
Presented By Rebecca Tapia, Financial Advisor
Webinar was held on 6/13/23
Help your kids and grandkids appreciate the value of a dollar. Learn how to talk to your kids about money in a meaningful way with fun and interactive ways to help kids understand personal finance concepts.
Presented By Rebecca Tapia, Financial Advisor
Webinar was held on 8/15/23
Estate planning is essential to everyone's lifelong plan. A well‐thought‐out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Learn more about estate planning strategies ‐ from simple wills to complex trusts.
Presented By Rebecca Tapia, Financial Advisor
Webinar was held on 9/19/23
Health care is a common concern in Retirement, with rising rates, changes that seem to be proposed every few years, and not to mention we are all living a lot longer. These are just some of the main concerns we as retirees and pre‐retirees need to prepare for. This seminar will show how you can prepare for meeting these medical expenses and we will guide you through the process.
Presented By Rebecca Tapia, Financial Advisor
Webinar was held on 10/17/23
Retiring and claiming Social Security benefits are different. You have options and learning about them may help you make a well‐informed decision about when to start receiving your benefits. We will also discuss how it began and if Social Security will be there for us.
Presented By Rebecca Tapia, Financial Advisor