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Events

Upcoming Events

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

Past Events

June 18, 2024

10:00a - 11:00a

Zoom

Savvy Social Security Planning Webinar

Social Security is too important for guesswork. Let us help you put some strategy around it. Learn what your Social Security benefits will depend on and how they are calculated. Find out when to apply for Social Security and discover five simple strategies for maximizing your benefits.

March 27, 2024

10:00a - 10:45a

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

Planning for Retirement 101

Learn the five "BASIC" building blocks for retirement planning and how we can help dive into each of them with your unique circumstances. Find out how we take this data and formulate a retirement plan to help you meet your goals.

December 6, 2023

12:00p - 1:00p

Zoom Webinar

College Planning Webinar

Does the idea of paying for your child(ren)'s college in the coming years keep you up at night? Join us on Wednesday, December 6th at noon for an informative webinar about college planning. College costs have increased exponentially over the past 50 years. Let us help you rest easy knowing you have a plan in place to pay for them.

September 20, 2023

12:00p - 1:00p

Zoom Webinar

Tax Intelligent College Planning Webinar

Join us on Wednesday, September 20th for our webinar on Tax-Smart College Planning hosted by Kendall Beemer with special guest, Bradley Hammel, CPA. We are excited to have Kendall and Bradley tackle the common difficulties surrounding saving for and paying for college.

September 6, 2023

12:00p - 1:00p

Zoom Webinar

Estate Planning Webinar

An Estate Plan is one of the most important elements of your financial plan and in being able to take care of your family. Creating an estate plan means deciding who inherits your assets, and who helps you in administering your estate. Join us to hear from Rick Smith, JD and learn more about how our partnership continues to provide our clients with comprehensive planning for their future.

August 2, 2023

12:00p - 12:45p

Zoom Webinars

Link Wealth Strategies Tax Planning Webinar

Tax planners and financial professionals each see different pieces of the puzzle that is your financial situation. Together, working to use our expertise to the fullest, we are able to help create a plan that is tax-smart, and in the best interest of our clients. Join us to learn about Roth Conversion Strategies, tax efficient withdrawal strategies based on tax brackets, estate planning, and Required Minimum Distributions (RMD), and more! Let us help you piece together what's possible.

July 12, 2023

12:00p - 12:45p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

Business Retirement Plans Webinar

There are many considerations a business owner makes when deciding if and how to offer retirement plans to employees.

June 7, 2023

12:00p - 12:45p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

College Planning Webinar

Learn three key strategies on how to lower the cost of college, as well as how to access multiple funding sources to help offset the costs associated with higher education. Find out when and how it's best to complete the Free Application for Federal Student Aid (FAFSA) and helpful tips to best complete the College Planning Pathway.

May 3, 2023

12:00p - 12:45p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

POSTPONED: Understanding Probate: The First Step In Estate Planning

***POSTPONED DUE TO EXTENUATING CIRCUMSTANCES*** Learn what is involved in an estate plan and what probate is. Discover the difference between a will and a trust and what your alternatives are. Find out how you can make things simple for your family.

February 1, 2023

12:00p - 12:45p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

Savvy Social Security Planning

Learn what your Social Security benefits will depend on and how they are calculated. Find out when to apply for Social Security and discover five simple strategies for maximizing your benefits.

December 7, 2022

12:00p - 12:45p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

College Planning Webinar

Learn three key strategies on how to lower the cost of college, as well as how to access multiple funding sources to help offset the costs associated with higher education. Find out when and how it's best to complete the Free Application for Federal Student Aid (FAFSA) and helpful tips to best complete the College Planning Pathway.

October 5, 2022

12:00p - 12:45p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

Savvy Social Security Planning

Learn what your Social Security benefits will depend on and how they are calculated. Find out when to apply for Social Security and discover five simple strategies for maximizing your benefits.

Event Registration