This webinar was held November 19th, 2020. Recording now available! Speaker: Seth Cutler | Host: Alan King, CFP® 'Tis the season for online holiday shopping. But it’s also the most wonderful time of the year for hackers. Join us for a review of cybersecurity best practices, tips on how you can keep you and your [...]
Join Heather Zack, Team Lead of the Advanced Planning department at Commonwealth, to learn about charitable planning opportunities that you may want to consider as we head into the end of the year. This webinar will highlight some common charitable giving vehicles and strategic charitable planning opportunities that may be beneficial. We'll also review the [...]
Join us for an overview of Medicare, with information on how Medicare coverage works, the difference between Medicare, Medicare Supplement, and Medicare Advantage, and Prescription Drug coverage options. Featuring guest speaker Joe DeMartino, Medicare and individual health insurance consultant. Hosted by Guy Swain and Matt Glova, featuring guest speaker Joe DeMartino. This webinar was recorded [...]
Voters may have two distinct choices in the upcoming U.S. presidential election, but investors are looking at a multitude of ways the election could impact equities, interest rates, and the U.S. dollar. Join us for a webinar that looks at how the upcoming election may affect investments. Hosted by Guy Swain, Wealth Consultant at LifeTime [...]
What are Continuing Care Retirement Communities (CCRC)? What are the pros and cons of CCRCs, and how much do they cost? This webinar will discuss "aging in place" and retirement communities, exploring the challenges and opportunities that come with aging and the options available for extending independence and promoting quality of life. Join Aline Dawson, volunteer [...]
Speaker: Chris Morden | Host: Alan King With an estate plan, you can rest easy knowing that you've made it clear how you want your personal and financial affairs to be handled in the future. An effective estate plan will help ensure that your personal wishes will be carried out in the manner you intended, [...]
Speaker: Molly Lukes | Host: Jonathan Shepard Between all the options for medical plans, plus options for telemedicine, supplemental benefits, disability benefits, life insurance... open enrollment can be overwhelming! Join HR professional Molly Lukes for an overview of these topics and more. After a short presentation, you'll be able to share the difference between an [...]
