Del-Sette Capital Management LLC
On-demand
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Wednesday, August 3, 2022 · 12:00 PM EDTThe overwhelming majority of married people will name their spouse as beneficiary of their IRA or 401K. As such, knowing the rules for when a spouse inherits an IRA is critical. Tune in to learn more, and how we can help you make the right deci...
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Thursday, June 9, 2022 · 12:00 PM EDTOne of the most common cybersecurity questions I get from clients and prospects is about protecting your smartphone from hackers. Tune-in to learn eight things that you can do that will make your smartphone more secure.
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Tuesday, May 10, 2022 · 12:00 PM EDTWhile you probably have heard us talk about inflation before, you may still have questions. Join us in person or via web on May 10th at 12:00pm for all you need to know about inflation.
We will be providing lunch in office following the presenta... -
Thursday, April 7, 2022 · 2:00 PM EDTSecuring a Strong Retirement Act of 2022 (“SECURE 2.0”) recently passed the House, and has a great chance of passing the Senate. It builds on the SECURE Act passed in late 2019 and, among other things, will yet again change the required minimum di...
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Thursday, March 31, 2022 · 3:00 PM EDTMany people find that they haven't spent enough of their investments in retirement , when perhaps they could have. Alternatively, some people wish to leave a specific amount of legacy, but don't know how to plan for it. In this webcast, we w...
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Thursday, March 24, 2022 · 2:00 PM EDTGeorge Kinder is considered to be the Father of Financial Life Planning. Tune in to learn about his three question test to help you decide what your retirement goals should be. -
Thursday, March 17, 2022 · 12:00 PM CSTAfter coming out of the COVID crisis, now a Russian invasion of Ukraine. Tune in to consider how the investment landscape has changed. Also, how we are managing investments held at TD Ameritrade and those held elsewhere, like 401Ks and annuitie...
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Wednesday, January 26, 2022 · 11:00 AM CSTTune in to learn what you need to know about tax season this year - from e-signing to filling out the tax organizer, and even a few tax law considerations.
In part II of the webinar, we will have a bear market "Life Boat Drill", to make sure ... -
Wednesday, December 8, 2021 · 11:00 AM CSTJoin us for this lunch hour talk about the potential market risks and possible antidotes as the Del-Sette team tackles Inflation, Omicron and Growth Stocks.
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Wednesday, October 27, 2021 · 12:00 PM EDTJust how big is the United States economy compared to the rest of the world? And how does this relate to how much you should have invested in US companies compared to the rest of the world? Join us as we consider the idea of "Home Country Bias" ...
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Wednesday, October 20, 2021 · 12:00 PM EDTUsing research and permission from the Capital Group, we will take a look at retirement planning in a holistic framework. Are you retirement ready?
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Wednesday, October 13, 2021 · 12:00 PM EDTTerm life insurance appears to be an inexpensive way to insure a family against the loss of income of a family member. But, if the family member doesn't die in the term period, the true economic cost can be huge when we consider the concept of op...
