Riding the Waves: Strategies for Financial Success Amidst Inflation & Market Volatility
What is Inflation?
What is Market Volatility?
How Inflation Affects Investments
Investment Strategies to Combat Inflation
Managing Risk in Volatile Markets
How Risk Tolerance Affects Investment Choices
Savvy Social Security Planning for Women
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Savvy Social Security Planning for Women”
How Tax Planning Changes Through Four Stages of Retirement
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "How Tax Planning Chagnes Through Four Stages of Retirement”
2023 Year in Review: A recovery like no other
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "2023 Year in Review: A Recovery Like No Other”
Managing Health Care Expenses in Retirement
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Managing Health Care Expenses in Retirement - What Baby Boomers Need to Know About Medicare and Long-Term Care.”
Date: Thursday, November 16, 2023
Time: 12:00 PM EST
To Be Discussed:
1. Medicare Enrollment - Who needs to enroll and when
2. Medicare & Private Insurance
3. Planning for Higher Health Care Costs
*Recording of this event will be provided via email after the event*
Life After Work: How to Create a Good Life in Retirement
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Life After Work - How to Create a Good Life in Retirement."
Date: Thursday, July 27, 2023
Time: 12:00 PM EST
To Be Discussed:
1. Planning for a long happy life in retirement - how to manage a sustainable lifestyle
2. Build a retirement plan that defines where your income will come from
3. When to start your Social Security Income
*Recording of this event will be provided via email after the event*
Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Savvy Social Security - What Baby Boomers Need to Know About Their Retirement Income".
To Be Discussed:
1. What does your benefit depend on?
2. Factors to consider when deciding to apply.
3. How are Social Security benefits are calculated?
Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill
Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill”
To Be Discussed:
1. 2023 Tax rates, brackets, and changes
2. Additional taxes on high income
3. Tax planning strategies
4. Ideas for managing taxes