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  • Asking the right questions: an inclusive approach to estate planning

    Virtual Presentation

    We often make the mistake of thinking that estate planning is for someone else. Someone older, someone with more money, someone with children, or someone with a complicated family situation. However, everyone can benefit from creating an estate plan regardless of their age or net worth as a Will or a Trust gives you control over where your assets go after death.

    During this webinar, we will review the planning process and the questions you should ask your attorney so you can take the next steps in planning for your children, pets, financial accounts, cars, homes, charitable organizations, and collectible items no matter what they are worth.

    Speaker: Kadeen Wong, Esq., Bleakley, Platt & Schmidt, LLP

    Register here: The Right Questions

     

  • Understanding Your Social Security Retirement Benefits

    Virtual Presentation

    This presentation will discuss the financial considerations to be made when deciding to take your Social Security Benefits and emphasize the importance of proper timing. Many Americans think Social Security is simple and straightforward, often it is not. Just recently, a bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits. Making a mistake when selecting your benefit option can cost thousands of dollars over the course of retirement.

    The webinar will also address maximizing your Retirement Income Distributions as it relates to Social Security and other retirement sources.

    Speaker: Adam Rude, CFP, CIMA, and Principal, Claricity Wealth & Planning

    Email contact: bruce@marketingsense2.com

    Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227