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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Understanding Social Security and options on how to withdraw funds from your retirement accounts in an efficient manner are two of the most important topics in personal finance.  I host  two webinars each month on these topics.  The second Tuesday of the month is on Social Security, the fourth Tuesday of the month is on Retirement Income planning.   I look forward to teaching you about both of these topics.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 11, 2021

5:00p - 6:15p

Zoom Call

How a Trust can help your IRA beneficiaries

A webinar to understand how taxes impact your non-spouse beneficiaries of your IRA and what you can do to help those beneficiaries get more of their inheritance and pay less in taxes.

January 26, 2021

12:00p - 1:00p

Childs Financial Services

A Paycheck for Retirement January 26

According to Kiplinger; "The biggest threat to retirement wealth is withdrawing too much money from a shrinking nest egg, because there may not be enough left to benefit from the inevitable market rebound." I will be walking you through a sample report for a couple entering retirement.  We will see how their money is split into different "buckets" for different stages of their retirement.  There are short term buckets with short term assets and buckets for later in life that have risker assets that can grow over time.

January 12, 2021

12:00p - 1:00p

2 Lincoln Pl

Social Security Webinar January 12

This monthly seminar will review what you need to know about Social Security and get you to start thinking about when and how you will want to apply for your benefits. We will discuss some unusual options, including options for people born in 1953 and earlier as well as widows who remarry after age 60. We will consider these cases as well as more conventional cases.

December 15, 2020

12:00p - 1:00p

Childs Financial Services

A Paycheck for Retirement December 15

According to Kiplinger; "The biggest threat to retirement wealth is withdrawing too much money from a shrinking nest egg, because there may not be enough left to benefit from the inevitable market rebound." I will be walking you through a sample report for a couple entering retirement.  We will see how their money is split into different "buckets" for different stages of their retirement.  There are short term buckets with short term assets and buckets for later in life that have risker assets that can grow over time.

Event Registration