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Promo video for September 2024 Webinar

Navigating the Markets: Finding Clarity in Change

Join us for an informative webinar to learn how to build a healthcare budget that will support your retirement goals! "Stay Healthy, Stay Wealthy: Building A Healthcare Budget for Retirement" - Date: Thursday, October 24, 2024 - Time: 12:00 PM EST Hosted by Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager at LynnLeigh & Company, this webinar will cover the essential ...

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Beyond Just a Will: Comprehensive Estate Planning Essentials". -️ Date: Thursday, July 24, 2024 - Time: 12:00 PM EST To Be Discussed: 1. Understanding the Importance of Legacy Planning 2. Crafting a Comprehensive Legacy Plan 3. Strategies to Preserve and Protect Your Legacy

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "A Parent’s Guide to Education Savings: Navigating the Path to Your Child’s Educational Future.” To Be Discussed: Understanding Education Savings Accounts Strategies for Maximizing Financial Aid and Scholarships Effective Borrowing Strategies and Education Loans

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Riding the Waves - Strategies for Financial Success Amidst Inflation and Market Volatility". -️ Date: Wednesday, April 24, 2024 - Time: 12:00 PM EST To Be Discussed: - What is Inflation? - What is Market Volatility? - How Inflation Affects Investments - Investment Strategies to Combat...

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar. Date: Thursday, March 28, 2024 Time: 12:00 PM EST To Be Discussed: 1. How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits 2. How the decisions you make in your 60s can determine the amount of income you'll ...

Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar. Date: Thursday, March 7, 2024 Time: 12:00 PM EST To Be Discussed: 1. Understand Your After-Tax Retirement Savings Picture 2. Social Security and Medicare Tax Traps 3. Managing Your Income and Tax Brackets Efficiently 4. Optimize Your Assets for Your Family's Benefit

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar. Recorded Live on: Date: Thursday, February 8, 2024 Time: 12:00 PM EST To Be Discussed: 1. Year in Review: How the Markets Fared in 2023 2. Five Key Questions for Early 2024 3. Four Main Themes for 2024 from Goldman Sachs 4. Six Evergreen Investing Principles 5. Nine Key Strategies in ...

What Baby Boomers Need to Know About Medicare and Long-Term Care

Original Date and Time Date: Thursday, September 28, 2023 Time: 12:00 PM EST To Be Discussed: 1. What you need to know to avoid overpaying for college 2. Navigating the college funding process 3. How financial aid could impact other money sources 4. Yikes! So much information. How do you stay on track?

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" Original Date and Time Date: Thursday, July 27, 2023 Time: 12:00 PM EST Discussed: 1. How to manage a sustainable lifestyle 2. Build a plan that defines where income will come from 3. When to start your Social Security 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". It's always a pleasure for me to get into a webinar and engage folks with the information I have to share, but we missed you on Thursday, May 18th. The webinar “Savvy Social Security: What Baby Boom...

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". Date: Thursday, April 20, 2023 Time: 12:00 PM EST 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

The New Retirement Rules: Understanding SECURE Act 2.0