Protect Your Most Valuable Asset - Your Income!Wednesday December 1st @ 12:30 PM EST
Many professionals understand how important disability income insurance is in protecting their income in the event of sickness or injury. However, few understand what their income is truly worth over the course of a working career.In this informative session, First Financial Group's Disability Income Specialists, Matt Grace and Vince Gallo, will educate you in the critical area of disability income protection and answer pertinent questions like:- What if a long term illness or injury prevented you from working?- What’s your paycheck worth?- Is your income adequately protected?- Why buy coverage now?- What should I look for in a disability insurance policy?Join us on Dec. 1st for this informative webinar that will walk you through thinking about why protecting your income today is important and what it means for your future.
NOTE: Virtually Financial is a LIVE-ONLY webinar series - if our guest speaker allows download of their presentation material, you will see it below
Year-End Tax Strategies to Consider While Keeping Your Net Worth in Focus
Wednesday October 20th @ 12:30 PM EST
This year has caused many unique tax challenges and there has been a lot of news out there regarding legislation changes that may impact your individual tax and financial situation.We're excited to welcome Nathaniel Carr, CPA and Manager with KatzAbosch, to discuss year-end tax planning strategies to consider while keeping your net worth in focus.Join us on October 20th at 12:30 pm EST, where Nathaniel will share some timely tax tips like:
- Potential Tax Legislation- Conversion from Traditional IRAs to Roth IRAs- Possible Tax Cuts- Summary of the Employee Retention Tax Credit Program- Prospective Future Planning Opportunities
Design Your Retirement Income with Greater Certainty and Less Risk Webinar
Wednesday September 22nd @ 12:30 PM EST
Retirement is something we all spend years dreaming about. We work hard saving for it. Our mind set is focused on it. However, as it gets closer, we need to shift that mind set and start planning on how we should spend what we’ve saved.
Join us on Wednesday September 22nd to learn key facts about retirement planning in today's economic environment, and potential solutions to help you address the primary retirement risks with guaranteed sources of income.
In this enjoyable and informative session, Matt Albertelli, Business Development Officer at Park Avenue Securities, will help you start a retirement planning conversation that covers all the bases: your health, lifestyle, and relationships--as well as your finances.
Insulate your Retirement from Risks to Improve your Quality of LifeRetire with Certainty Webinar
Airdate: Wednesday July 14th
When it comes to planning for retirement, the traditional investment-only approach is fraught with risk, taxes, and a high degree of uncertainty about legacy and long-term care.While this approach is quite common, the vast majority of recent academic research on the matter shows that managing the unique risks you'll face going "down the mountain" in retirement are best addressed through a coordinated strategy that balances your investments with guaranteed income and insurance vehicles.It's an approach that can produce more income through tax efficiency and overall better risk management against challenges like market downturns and healthcare costs.Join us in this session as retirement planning professional Neal Brincefield, RICP®, CLU®, ChFC®, CExP™ walks through examples of how this approach works, and more importantly how you can position it in your own financial situation to live a better life in retirement.
INVESTOR UPDATE: reopening - what's on the other side?2021 Investment Themes UpdateWednesday June 16th @ 12:00 PM EST
The post-World War II shift to a peacetime economy, which created a cyclical rebound of growth and inflation, may be the closest historical correlation to the upcoming post-COVID era where vaccination and reopening gain steam over the next few years.
On the call, Bradford Pineault, CFA, Vice President of Capital Market Strategy for Fidelity Investments, provided insight on how fiscal and monetary policy will likely remain supportive of accelerating growth in the US economy.
Please let us know if you'd like a copy of the presentation, have any questions or if you'd like to set up a meeting with our team.
Enhancing your Greatest Asset - Your BusinessIncreasing Business Value Series: Driving Business Value OverviewWednesday May 19th @ 12:30 PM EST
Do you often worry that you are working too hard in your business, and not enough on your business? You are not alone!
If you couldn't join us, Elizabeth Mower, President of the Business Enterprise Institute, discussed creating business value now and building equity value as you prepare for exiting your business down the road.
Increasing Business Value Series: Happy Key EmployeesIncentive and Retention Strategies OverviewApril 21st @ 12:30 PM EST
If you weren't able to join us, Sarah M. Cato, CFP®, CExP®, ChFC, CLU®, RICP®, Director of FFG's Business Solutions Group, shared insights on key value drivers that not only enhance and protect the equity value of your business, but also support smooth business continuity before, during, and after the exit phase of your business life cycle.
Click here to download the presentation and fill out the form below if you have any questions or if you'd like to set up a meeting with our team.
Managing Emotions May Lead to Better Investment Outcomes:Behavioral Guidance During Market VolatilityAirdate: March 25th
During periods of extreme market volatility, investors may be apt to focus on short-term market returns rather than their long-term goals and objectives.Join us on Thursday, March 25th at 12:30 pm EST, to learn about how investors often don't process information correctly during times of volatility because of behavioral biases, which can have a significant impact on both the decisions made and the outcomes eventually achieved.Tim Steffen, Senior Consultant for PIMCO shared some valuable insights on how behavioral biases might be affecting your investing decisions.
With that in mind, it might be a great time to review your investment portfolio and cash flow options. Click here to download the presentation, and reach out to your advisor to schedule a portfolio review.
Financial Liabilities for Business Owners Offering 401(k) PlansAirdate: March 10th
There has been a lot of news out there regarding COVID-19 and how some legislative changes may alter your company's 401k and retirement plans.On the call Bradley Troy, CFP® CAP® CLU® ChFC® AIF®, FFG's Fiduciary Specialist shared some pertinent information and spoke to the accelerating consequences on Retirement Plans.
Please let us know if you have any questions or are interested in more information, and click below to Contact Bradley.
Creative Solutions for Business Owners in 2021Avoid the Pitfalls of the Recent Regulatory ChangesAirdate: February 24th
The new SECURE and CARES Acts have significant impact on employers and employees alike. This important webinar will help you learn what you, the Business Owner and Plan Fiduciary, need to know to avoid the pitfalls of these recent regulatory changes.
If you were not able to join us, Ernie Guerriero gave some great tips for Business Owners on reducing your fiduciary risk.
Please let us know if you have any questions or are interested in more information, and we'll set up a conversation with one of our Retirement Plan Specialists.
Bending the Health Benefit Cost CurveAirdate: January 27th @ 12:30 PM EST
What is in your control. What is out of your control.
On the call, Billy MacCartee covered alternative strategies for finding significant savings on employee health care benefits. One of our new clients recently saved over $735,000 on their benefits package utilizing one of these strategies.
Please let us know if you'd like a copy of the presentation, and if you have any questions or are interested in more information, we'd be happy to set up a conversation with Billy's team.
There has been a lot of news out there regarding COVID-19 and how the new legislation may impact your individual tax and financial situation.
Our guest speaker, Michael Andrews, CPA and Tax Manager with KatzAbosch shared some pertinent information and tips on Individual & Business Taxes like:
Click here to download the presentation.
We are still in the middle of a pandemic and even though the future path remains uncertain, as investors, we can make the most out of living with it.Joseph Carbone, CIMA , Regional Director of Fidelity Investments joined us on Wednesday November 11th at 12:30 pm EST to discuss investment themes in the time of Coronavirus.On the call Joe discussed:- 2020 global investment outlook- Insight into actionable opportunities within the global equity markets- Asset allocation in a changing world.
Seminars are for informational purposes only. Third party guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or First Financial Group and opinions stated are their own.
To view on-demand replays of previously recorded webinars, follow the link and register (or re-register) and you will be taken to the video.
The pandemic and remote work have brought unique pressures to the business environment. As a result, keeping employees engaged, connected, and communicative can be challenging for managers. Our speaker will discuss how managers can adapt their leadership style to build meaningful relationships and why that can be a stabilizing factor during turbulent times. She'll also focus on creating conversations and community through small, everyday actions - even in remote work environments.
According to Guardian’s 8th Annual Workplace Benefits Study, 56% of small business owners agree that creating an environment that supports inclusion and diversity (I&D) is a priority. But many don’t know where or how to begin developing an effective I&D strategy. Our speakers will discuss how I&D can achieve excellence on both the individual and organizational levels, the importance of assessing business processes to improve organizational culture, and how to ensure every moment of the employee lifecycle is inclusive.
When it comes to business protection strategies, one of the most important tools available to small business owners is a comprehensive and properly funded buy-sell agreement. Neal Brincefield, Financial Advisor and Managing Partner of Consolidated Planning, Inc. will discuss the misconceptions and unknowns around buy-sell agreements and how using a special purpose LLC can reduce taxes while also making your business easier to sell.
Deciding when and how to sell their business is one of the most consequential decisions small business owners make. Join Michael Geeraerts of Guardian’s Business Resource Center and Andrew Hirschler from Pershing as they discuss the importance of having an effective business succession plan in place.
Attracting and retaining employees has become more important than ever during the COVID-19 pandemic. Now is the time to emphasize company culture and make changes so the workplace is a diverse, welcoming space and to put plans in place to retain your key employees. Watch our webinar to learn how to retain top talent during the pandemic and how to be more proactive on cash flow if employees don’t return to work.
Suicidal thoughts, like any mental health condition, can affect anyone regardless of age, gender, or background. Watch this webinar to learn more about the myths and facts about suicide, warning signs, and dos and don'ts if you believe someone you know is at risk. Dr. Brian Mayhugh shares some of his experiences about working with small businesses as they have dealt with the aftermath of suicide and the lasting impact it has left on organizations.
Our speakers share how to maximize the impact of a small business policy review to ensure the protections you have in place are working for you and that you know how to modify them to meet your changing situation.
Hear Angel Rich, the founder and CEO of The Wealth Factory, discuss how her small business adapted amid the COVID-19 pandemic, what equal opportunity financial literacy means for millennials, challenges and advantages entrepreneurs have at this time and fiscal sustainability going forward.
One in five working adult caregivers are caring for a child with special health care needs. Parents who balance their work with caregiving for a child with special needs are more likely to experience stress at their jobs and at home.* Watch our panel discussion with caregiving experts to hear lessons learned caring for children with special health care needs, the impact of COVID-19 on caregivers and strategies to adapt, what resources are available now, and how to plan for the future of your child with special needs and achieve financial confidence.
* Workforce 2020 report from Guardian's 8th Annual Workplace Benefits Study
Millions of small companies have faced what to do when their world gets turned upside down by a game changing pandemic. Hear the story of Doris Kaiser, CEO and managing partner at Zeldis Research Associates, and learn how she and her team successfully stabilized the business when no traditional management tools or financial indicators seem to apply.
Re-opening your business presents many challenges. Business owners are coming up with creative solutions to face heightened safety measures and to retain employees and customers during COVID-19. Join us for a discussion with small business owner Rosanna Dovgala of Sierra Health Group, who will share her company’s successes during the pandemic.