EDUCATIONAL RESOURCES

Webinars

Big Questions for a Better Retirement 

 

11/07/19 

When you think about retirement, readiness planning can seem daunting. We believe it’s important to ask the right questions in order to make sound decisions. This webinar is designed to ask and answer questions and help you start building a solid foundation for retirement readiness.

 Topics covered will include:

·     What do I need to know about Social Security?

·     How do I plan for health care in retirement?

·     How do I make my money last?

·     How do I start my plan?

 

John B. Steiger presented with Ben Rizzuto, Retirement Director for the Defined Contribution and Wealth Advisor Services Group at Janus Henderson Investors.

 

Hope you enjoy this retirement overview!

Play Video

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We will be offering multiple webinars throughout the year on topics including the economy, retirement planning, estate planning, financial planning and business planning. Replays of the webinars are uploaded below for your convenience.

Tax Reform: What the New Legislation Means for Investors

06/21/18

Webinar hosted by John Steiger with a presentation by Ben Rizzuto, Retirement Director for the Defined Contribution and Wealth Advisor Services Group at Janus Henderson Investors.  

Topics covered:

  • Facts and figures about the Tax Cuts and Jobs Act

  • Key provisions of the new law

  • Next steps for investors

Play Video

Identity Theft: Protection, Prevention, and Awareness

11/16/17

Learn about Identity Theft. Topics will include credit freezes, password managers, and PC & mobile security. Webinar hosted by John B. Steiger and William Berry with a presentation by Best Selling Author Robert Siciliano, C.S.P.; CEO of IDTheftSecurity.com.

00:00 / 1:01:36

This communication strictly intended for individuals residing in the states of CA, CT, DC, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRASIPC, a Registered Investment Advisor.

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Wealth Planning Resources

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