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

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.

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.

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.

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.

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.

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.