NOTE: Virtually Financial is a LIVE-ONLY webinar series - if our guest speaker allows download of their presentation material, you will see it below
2022 Global Investment Outlook-Thriving in a New Market RegimeWednesday January 26th @ 12:30 PM EST
In 2022, we are entering a new market regime unlike any in the past half century: we could potentially see another year of positive equity returns coupled with a down year for bonds– what would be a first since data started in 1977.This unusual outcome is the next phase of our new nominal theme that is still playing out: Central banks and bond yields have been slower to respond to higher inflation in the powerful restart than in the past. That should keep real, or inflation-adjusted, bond yields historically low and support stocks.In our interactive and timely session, Michael Trudel, CFA, JD, Managing Director at Black Rock, outlined what 2022 holds for markets by covering three central investment themes:1. Living with Inflation2. Cutting through Confusion3. Navigating Net Zero
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, educated attendees in the critical area of disability income protection and answered 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?
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 Mass Mutual, or First Financial Group and opinions stated are their own.