Using the Net Unrealized Appreciation Rule with Company Stock in your 401(k)

Mar 05, 2024 12:00 PM Central Standard Time - Mar 05, 2024 04:30 PM Central Standard Time
Location To Be Determined

Build flexibility throughout your retirement years using the NUA rule with company stock in your 401(k) plan.

 

Tuesday, March 5th @ Noon - Zoom Registration

Tuesday, March 5th @ 4pm - Zoom Registration

RSVP

Understanding and Planning for Long-Term Care

Mar 13, 2024 12:00 PM Central Daylight Time - Mar 13, 2024 04:30 PM Central Daylight Time
Location To Be Determined

Please join us for a 30 minute discussion of medical expenses throughout retirement. Explore how Long-Term Care insurance may be used as part of your family’s financial plan.

 

Wednesday, March 13th @ Noon - Zoom Registration

Wednesday, March 13th @ 4pm - Zoom Registration

RSVP

Retirement Income Planning: Replacing your Paycheck when you Retire

Feb 14, 2024 04:00 PM Central Standard Time - Feb 14, 2024 04:30 PM Central Standard Time
Location To Be Determined

Replacing your paycheck when you retire. Discuss comprehensive strategies for how to plan Pension, Social Security, 401(k) and company stock.

 

Wednesday, February 14th @ 4pm - Zoom Registration


Retirement Planning with NUA

Jan 17, 2024 12:00 PM Central Standard Time - Jan 17, 2024 04:00 PM Central Standard Time
Location To Be Determined

Please join us for a 30 minute presentation to discuss retirement planning strategies specific to holding your company stock in your retirement plan and how to replace your paycheck after you retire.

 

Wednesday, January 17th @ Noon - Register here

Wednesday, January 17th @ 4pm - Register here


Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.