Del-Sette Capital Management LLC
On-demand
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Friday, August 11, 2023 · 12:00 PM EDT
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Friday, April 28, 2023 · 12:00 PM EDTHaving a will is necessary, but there is a great deal of information
the legal document does not include. Here’s what to cover in a
supplemental letter that specifies preferences, discloses critical
logistic info, and will save your family signifi... -
Wednesday, March 15, 2023 · 12:00 PM EDTWe will give some perspective about the current banking situation and talk about FDIC and SIPC insurance, as well as the risk in various fixed income investments. Also, I'll give you my opinion about the safety of Puerto Vallarta, Mexico and shar...
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Thursday, March 9, 2023 · 12:00 PM ESTInflation, interest rates, the stock market and taxes - join me and Glen for a mid-March financial update.
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Thursday, February 2, 2023 · 11:00 AM CSTWorking full-time and then abruptly stopping
work at a particular age is no longer the only possibility
for retirement. “Downshifting” allows for a
more gradual process, benefiting employers
and employees. -
Thursday, January 26, 2023 · 12:30 PM ESTWhen a parent is considering giving or lending
a child money, the key question is whether it’s
empowering or enabling. You need to structure a
transfer that is best for both generations. Tune in to learn more. -
Thursday, January 12, 2023 · 11:00 AM CSTTune in for a discussion of the recently passed legislation known as Secure Act 2.0. We will discuss changes to Required Minimum Distributions, Roth IRAs, 529 Plans and Retirement Plans.
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Thursday, January 5, 2023 · 11:00 AM CSTThe word crisis in Japanese has the symbols for both danger and opportunity.
Tune is as we discuss why 2022 was significant and what the DCM strategy is going in to the new year. -
Wednesday, November 30, 2022 · 12:00 PM ESTHappy Holidays! Join us as we talk about 18 time-sensitive planning considerations, including:
How to optimize year-end gifts to charitable organizations or family members
Turning lemons into lemonade by "tax loss harvesting"
Required minim... -
Monday, October 17, 2022 · 12:00 PM EDTWhat is the DCM Team Doing Now to Help With Your Plan and Your Investments? Join us on Monday at noon for a conversation about why your plan drives investment decisions, the current market environment and keeping things in perspective. Bring yo...
Past
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Thursday, August 3, 2023 · 12:00 PM EDTJoin us as we discuss the review process of estate planning documents and some key topics of what to consider in the process. Please bring your questions
Series
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SeriesThe modern retirement is fraught with risks - some of which you may not have even thought about. In this webinar series, you will learn some of the tools we use to help our clients have the potential to generate a retirement income they can't ou...