Zoom
Events at this venue
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Second Saturday Divorce Workshop
ZoomDivorce is challenging, and our Second Saturday Divorce Workshop helps you navigate the process with clarity and support. Led by a team of professionals, this three-hour workshop guides participants through all aspects of divorce. A family law attorney covers legal matters like property division and child custody, a financial professional addresses preparation and avoiding common …
$15.00 -
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Medicare – What to Know about Healthcare in Retirement
ZoomNavigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement.
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Women & Investing
ZoomJoin Ann Covington, of CovingtonAlsina, for an informative virtual event, to discuss the five things every woman should know about investing. You will learn not only about your instinctive investor skills, but other priorities that can impact your plan as well.
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Road Map to Retirement: Top IRA Planning Mistakes to Avoid
ZoomLearn about the top 10 mistakes people make when planning their IRAs, from not maximizing contribution limits to taking incorrect required minimum distributions and making beneficiary errors. In this presentation, you will gain practical insights into the most common missteps and the key steps you can take to avoid them and get the most from …
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Tax-Efficient Philanthropy – Giving & Its Effects on Your Taxes
ZoomLearn how to get the best tax return value from charitable contributions. You will hear insights on avoiding capital gains taxes on appreciated stock, giving from IRAs, maximizing tax deductions from donor-advised funds, and minimizing taxes for heirs.
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Principles of Long Term Investing Resilience
ZoomInvesting has become more complex than ever, with increased market noise and heightened fears around protecting your investments. Join us to learn how to build a safe and resilient investment …
Free