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Having a Purpose in Retirement

Zoom Webinar

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

Relocating in Retirement

Zoom Webinar

Choosing where to live in retirement is a financial decision as well as an emotional one. Some people may want to move to a warmer climate or downsize to a condo in a maintenance-free community. The decision can have a dramatic effect on your relationships, hobbies, and many other aspects of your life.

Tax Strategies for the Proposed Build Back Better Act

Zoom Webinar

The long-awaited change in tax laws as promised by both the President and Congress last Spring is starting to take shape. Within the latest version of the Build Back Better Act, the budget reconciliation bill which contains the pending tax reforms, there were a few tax surprises worth noting for taxpayers who want to be prepared for the cooler tax climate ahead.

Simple Safeguards

Zoom Webinar

In today’s technological world, cyber criminals are looking for creative ways to deceive us, steal our identities, and commit cyber fraud. Jeff Lanza, an award-winning speaker, will demonstrate how to keep our identities safe and protect ourselves from cyber scams and fraud.