HelpUThrive: Investing Today March 10 @ 9:00 am - 10:00 am CDT In Person Current market volatility • Savings vs Investing • Your retirement plan investment options defined and explained • The case for alternatives • Growth vs Value • How important are dividends? • Risk tolerance assessment done correctly • Guiding Principles & Strategies • What will happen with interest rates?
RetireU: Retirement Income Strategies March 10 @ 10:00 am - 11:00 am CDT In Person Where will my money come from? -- Tax Strategies with your income -- Income planning for the phases of retirement: “Go-Go, Slow-Go, No-Go” -- Employer Distribution Options -- Annuities/Ladders -- Social Security Details / Strategies
HelpUThrive: Traditional vs Roth June 17 @ 9:00 am - 10:00 am CDT In Person Traditional IRA/401(k) - Roth IRA/401(k) - What else is available? - Flexibility - Having it both ways
RetireU: Roadblocks to Retirement June 17 @ 10:00 am - 11:00 am CDT In Person Are you emotionally ready to retire? - Decisions you will face: Multiple competing goals - Healthcare!! - Investing principles/debt management - Identity Theft Protection - Income planning for the phases of retirement: “Go-Go, Slow-Go, No-Go” - 4 “must-do’s” every year
HelpUThrive: Health Savings Accounts September 10 @ 9:00 am - 10:00 am CDT In Person Details about your High-Deductible Health Plan • Benefits, including the triple income tax advantages • How income protection fits in with health insurance • Differences between HSAs and FSAs - Eligible expenses Contributions - Who and how much? - Investing options - Do’s and Don'ts - What happens when I separate service?
RetireU: Taxes – An Understanding and Planning September 10 @ 10:00 am - 11:00 am CDT In Person Know the Rules – Deductions, Dividends and Dependents -Keeping Accurate Records – Save, Shred, or Recycle -What are Required Minimum Distributions -Tax Deferred Programs – The Ins and Outs -Tax Planning Strategies -Year End Planning Checklist -The Future?
HelpUThrive: Insurance 101 December 11 @ 9:00 am - 10:00 am CST In Person How to use your employer provided benefits to protect you and your family while saving $$$ -- How to determine your insurance needs -- What are the right types of coverages for you? -- How much do you need? -- Proven strategies to improve your financial situation -- What’s new in insurance? -- What benefits […]
RetireU: Understanding Social Security December 11 @ 10:00 am - 11:00 am CST In Person The details of collecting - File at 62 or wait? - The impact of earnings from employment - How to coordinate benefits with your spouse - A discussion of the future of Social Security including proposed changes - Don’t miss out on benefits you’re eligible for!