Upcoming Live Webinars

Learn more and register for upcoming webinars below

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Social Security Deep Dive

October 17, 2024,
11:00am PDT

Answering Your Top Social Security Questions

When should I take Social Security? How much will I receive? Will I pay taxes? Can I keep working after taking benefits? How does the spousal benefit work?

Our retirement experts will tackle these questions and more of the top questions to consider before taking Social Security.

Don’t miss the opportunity to schedule complimentary one-on-one meetings with a financial coach to review your personal situation!

 

What we’ll cover:

  • Social Security eligibility
  • Types of benefits
  • When to claim and when to apply
  • Maximizing your benefits
  • Common myths and misconceptions

 

Our Speakers:

Nick Faller, CFP®
Wealth Advisor

Kyle Thompson, NSSA®
Senior Wealth Advisor

Financial Fitness

October 23, 2024,
11:00am PDT

Join us for the Financial Fitness workshop series in October, November, and December as we cover three essential financial topics everyone should know. Each 60-minute workshop is comprised of three 20-minute sessions on different topics.  Click below to register.

Topics we’ll cover:

College Savings 529 Plans
Understanding the tax and other benefits

HSAs and FSAs
Tax-advantaged savings for your healthcare needs

Roth vs. Traditional 401(k)/403(b)
What’s similar, what’s different, what’s right for you?