Events

It is said that we may be in one of the more difficult times in history to retire, largely because inflation has remained well above the Fed’s target rate. For many of our clients, the goal of creating multiple streams of income that pay to them—regardless of whether they work and regardless of whether we’re in an up or down market—is central to their plan.

In our virtual Creating Passive Income Streams workshop, we will look at major strategies to help you produce more secure, sustainable, reliable, lasting income, that can pay even during times of recession, and that can outpace inflation. We’ll also cover:

• Investments that are producing healthy income
• Investments that may provide recession-proof income
• Investments that produce income that has historically outpaced inflation
• What the large endowments are investing in to produce better income

While it might not be the most exciting subject in the world, Estate Planning is foundational in every financial plan. We want our money to serve us during our lives, with whatever remains going to our kids and family, to causes we support, and to our community.

Join us as we share strategies to help balance simplicity and effectiveness, that provide for us if we become sick or incapacitated, and that can help reduce taxes, allowing us to make a potentially larger impact on our family and charities we support. We will cover:

• The basics: Strategies for preserving your estate and avoiding probate
• Advanced: Strategies to help reduce taxes
• Easy wins: Strategies that can be used now without the need of an attorney
• Planned Giving: Strategies for how to save taxes and give more charity without reducing what goes to kids

Wealth is a mindset. Let’s build it together.

“Teach the children so it will not be necessary to teach the adults” —Abraham Lincoln

Money can’t buy happiness, but it affords us the ability to buy two things that the wealthy say are far more important than money: Freedom and Time. Join us as we discuss tips and strategies to build our Wealth Mindset, and tactics for making the best money decisions we can, with the resources we have.

We don’t teach kids about money in school, and so most young adults are sent into the world with little to no formal education in how to make smart money decisions. Join us and bring your kids for a discussion around some of the most important financial concepts that will not only help put them on a better trajectory but leave them excited about making better financial decisions.

Wealth is a mindset. Let’s build it together.

“Teach the children so it will not be necessary to teach the adults” —Abraham Lincoln

Money can’t buy happiness, but it affords us the ability to buy two things that the wealthy say are far more important than money: Freedom and Time. Join us as we discuss tips and strategies to build our Wealth Mindset, and tactics for making the best money decisions we can, with the resources we have.

We don’t teach kids about money in school, and so most young adults are sent into the world with little to no formal education in how to make smart money decisions. Join us and bring your kids for a discussion around some of the most important financial concepts that will not only help put them on a better trajectory but leave them excited about making better financial decisions.

With college costs rising at a rate double that of inflation, many kids end up buried in student loans. Join us as we look at the benefits of planning ahead. We will cover topics including:

• Expected Family Contribution: How to qualify for more aid
• “Needs Based” Financial Aid including new tax credits
• Often Missed Sources: Running Start, WUE, Work Study, OneClass
• Sheltering assets and income
• Tax shelters: 529, Trusts, GET, Education IRAs, Roth IRAs, etc.