Twelve points Webinars

We will walk through the major pits and peaks of this fiscal year, while focusing specifically on:

• Market Returns
• Sectors and Assets Which Appear Overvalued / Undervalued
• Trends we See Developing
• How to protect yourself in 2022

This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into:

• Estate Plan
• Living Trust
• Will
• Durable / Nondurable / Special or Limited / Springing / Medical Power of Attorney
• Advance Medical Directive
• Kids Protection Plan

Social Security and Medicare are ever changing areas of retirement. Learn about what both look like now, and how they could change in the future. Also, learn about how Social Security and Medicare can work together in retirement.

• The Basics of Social Security and Medicare
• When to claim your Social Security?
• Managing Medicare Enrollment
• Cohesive Strategies with Social Security and Medicare

• Budgeting
• Emergency Funds
• Retirement Savings
• Insurance
• Goals (Long-Term & Short-Term)
• Wills & Trusts
• Health Care Planning

Conversations and exercises to raise financial awareness for kids of all ages.

Understanding How Insurance Strategies Can Compliment Your Retirement

There are a lot of ways to save your hard-earned money and accomplish your financial goals. If you want your money to have the possibility of growing over time, you may want to consider investing your savings. Not familiar with investing? Don’t be intimidated, it’s not as complicated as it sounds.

• Types of Investments
• The Power of Compounding
• Risks vs. Reward
• Diversification / Asset Allocation
• Volatility
• Bull & Bear Markets

A well-conducted RFP will help retirement plan fiduciaries find the best service providers and also position them to respond to fiduciary breach claims. Conducting regular RFPs is part of a prudent fiduciary process. We will discusses the benefits of RFPs for service providers, and details the basic steps of conducting an ERISA RFP.

This month we will discuss strategies for helping your high school student select target schools and how to cover the cost of education:

• Higher Education Plans: Everything from 529 plans to Coverdell ESA
• Financial Aid: FAFSA, MEFA, Federal/Private Loans
• Scholarships: those available while in high school and in college
• How to Stand Out: academics, athletic, arts, philanthropy

We invite you to join an insightful conversation explaining why 100+ AM Law 200 Firms sponsor MRCB plans. Learn how aligning targeted returns to actual market performance allows for a wider range of acceptable outcomes – reducing contribution risk, distribution risk and investment risk. We will also discuss how simple it is to convert existing fixed-rate cash balance designs to MRCB designs. Please join us to learn more about expanding your tax deferral strategy and investment horizons!