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Upcoming Events

June 16, 2023

1:00p - 2:00p

Provided Upon Registration


WEBINAR- The Estate Planning Gateway

Who needs an estate plan? Chances are, you do. You may think that estate planning is just for the super wealthy and elderly, but it’s not.  In fact, an estate plan may actually be more important if you are younger or  have a smaller estate, because your final expenses can have a much greater impact on your estate, and there’s a much greater possibility that your loved ones could suffer from a lack of financial resources during the transition period (the gateway).   In this webinar you will learn to think comprehensively about your final wishes, and how to position your assets to make that happen both effectively and efficiently. We will also discuss the "impact" your final wishes might have on inter-family relations after you are gone. (Click on Title for More Info)  

Past Events

April 16, 2022

9:00a - 10:15a

Now posted on our MWC Webinars page

5 Tips to Managing Your Cash Flow For A Successful Retirement

In Retirement, there are no "do overs" You get the lifestyle you can afford or keep working. Let us show you how to maximize the effectiveness of your financial resources so you can retire in style, and remain retired.

March 5, 2022

9:00a - 10:00a

Now posted on our MWC Webinars page

Breaking Free - 5 Key Things You Must Do Before Retiring

We all dream about retirement. The day we finally hang up our aprons, put the tools on the shelf, and turn off the lights on the way out. Then, we just press the retirement income button and away we go. Unfortunately, as many of us are realizing, it is not quite that simple. As retirement draws near, many of us have more questions than answers. This important, Pre-Retirement Webinar, is designed to help you take control of the entire process of transitioning from employee to retiree. Because, when it's all said and done, you get the retirement you can afford not necessarily the one you dream about.

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