Del-Sette Capital Management LLC
On-demand
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Friday, April 4, 2025 · 12:00 PM EDTWill you continue to act on your plan, or react to distressing current events and blow it up? Your work-optional years shouldn't be filled with stress. Attend this webinar and learn to enjoy retirement in uncertain times.
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Monday, August 19, 2024 · 12:00 PM EDTSocial Security numbers, names, addresses, email addresses and phone numbers were in the billions of records stolen in the NPD data breach reported on Friday. Join us for a 30 minute web conference to learn what you can do now to protect your iden...
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Thursday, August 8, 2024 · 12:00 PM EDTJoin us for an insightful webinar where we'll delve into the latest market trends and conditions.
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Friday, May 24, 2024 · 10:00 AM MDTQualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts—even if they decide to take the newly increased standard deduction. Tune-in to learn more about this strategy...
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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.
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...
