Hear our idea for what to do with your ABT & ABBV stock in your 401(k) when you retire

Apr 24, 2024 12:00 PM Central Daylight Time - Apr 24, 2024 04:00 PM Central Daylight Time
Location To Be Determined

Join us for a Zoom presentation to learn how to replace your paycheck in retirement and how to use the Net Unrealized Appreciation (NUA) rule for Abbott and AbbVie stock in your 401(k). The NUA rule is a one-time special tax treatment for in-kind distributions of employer stock.

Wednesday, April 24th @ Noon - Zoom Registration

Wednesday, April 24th @ 4pm - Zoom Registration

RSVP

Social Security Strategies

May 08, 2024 12:00 PM Central Daylight Time - May 08, 2024 04:00 PM Central Daylight Time
Location To Be Determined

Join us for a 30-minute Zoom Social Security webinar to help you make a more well-informed decision about when to begin social security and how to maximize the benefit you may receive.

Wednesday. May 8 @ Noon - Zoom Registration

Wednesday, May 8 @ 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


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


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.