Crescent City Retirement Group
On-demand
-
Wednesday, March 27, 2024 · 6:00 PM CDTConcerned rising government spending might mean higher taxes? Good news! While taxes aren't optional, you do have choices about WHEN you pay taxes. And WHEN can be a powerful tool.
Finding your WHEN can help create:
Income that isn't taxable in ... -
Tuesday, March 16, 2021 · 6:00 PM CDTHow tax planning changes through 4 stages of retirement!
-
Tuesday, January 19, 2021 · 6:00 PM CSTThe tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibili... -
Thursday, December 17, 2020 · 6:00 PM CSTLong-term care costs can take a toll on the people and things you care about. Now you can learn more about one potential strategy: asset-based long-term care, which is life insurance with long-term care benefits.
-
Thursday, December 10, 2020 · 6:00 PM CSTLong-term care costs can take a toll on the people and things you care about. Now you can learn more about one potential strategy: asset-based long-term care, which is life insurance with long-term care benefits.
-
Tuesday, September 8, 2020 · 6:00 PM CDTGetting started with Medicare! What you need to know...
-
Tuesday, September 1, 2020 · 6:00 PM CDTSTRATEGIES TO HELP NAVIGATE NEW TAX LEGISLATION AND REDUCE YOUR TAX BURDEN
These important topics will be addressed:
· Impacts of the new SECURE Act
· New 2020 Tax Brackets/Rates
· How Social Security benefits are taxed
· How Required Minimum Di... -
Tuesday, August 18, 2020 · 6:00 PM CDT4 Keys to making a difference in a family care giving challenge.
-
Tuesday, August 4, 2020 · 6:00 PM CDT5 Threats every person and business faces. Learn how to fight them in 2020!
-
Tuesday, July 28, 2020 · 6:00 PM CDTWhat should you do with your retirement money, like a 401(k), 403(b) or similar plan, once you leave your job? A lot of people mistakenly think this is an easy choice, but that’s rarely the case. Depending on your particular situation, you may hav...
-
Tuesday, July 14, 2020 · 6:00 PM CDT•When do I sign up for Medicare?
• How do I sign up for Medicare?
• How does Medicare work with the insurance I’ve already got?
• What happens to my insurance when I retire?
• What can I expect to pay for my healthcare down the line?
Past
-
Wednesday, February 28, 2024 · 6:00 PM CSTThank you for your interest in our legacy planning webinar! We're delighted to have you join us for this important discussion. During the webinar, we'll cover various aspects of legacy planning, including estate planning, wills, trusts, charitable...
-
Thursday, October 29, 2020 · 6:00 PM CDTMedicare Basics:
Part A: hospital insurance
Part B: medical insurance
Part C: Medicare Advantage (HMOs, PPOs)
Part D: Medicare prescription drug coverage
Parts A and B are often referred to as Original Medicare. -
Evergreen WebinarWe will be discussing the foundation your retirement plan should have:
• Social Security Strategies
• Asset Organization
• Investment Solutions
• Legacy Planning
• Taxes -
Tuesday, August 11, 2020 · 6:00 PM CDTHaving a solid income plan when you transition from saving for retirement to living in retirement can help provide a sense of security for you and your family. This is where the 5 keys come in to play!
Legacy Planning
Investment Strategy
Income P... -
Thursday, July 16, 2020 · 6:00 PM CDTLearn about how you can retire successfully
-
Tuesday, May 12, 2020 · 6:00 PM CDT• Who does and doesn't have to enroll in Medicare at 65
• What happens if you don't enroll in Medicare on time
• How private insurance works with Medicare