Advocate Wealth Solutions
On-demand
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Thursday, May 21, 2026 · 6:30 PM EDTTurning 65 or already on Medicare?
The decisions you make during Medicare enrollment can affect your healthcare costs, retirement income, access to doctors, prescription coverage, and long-term financial security for years to come.
Join Greg DuP... -
Tuesday, May 19, 2026 · 6:30 PM EDTMost people claim Social Security at 62 because that's when they qualify.
That's a 30% pay cut.
For life.
Wait until 70 and your monthly check goes up 77% vs. claiming at 62.
There are good reasons to claim early. There are also good reasons ... -
Wednesday, May 13, 2026 · 12:00 PM EDTMost families believe they’re prepared…
Until a health event forces long-term care.
Right now in Ohio, care can cost over $100,000 per year, and most people don’t realize:
Medicare does not cover long-term care the way they think.
And without p... -
Tuesday, April 21, 2026 · 6:30 PM EDTPensions are gone.
401(k)s shifted the risk onto you.
And now you’re expected to figure it out alone.
Most retirees today are facing a silent risk…
Running out of money before they run out of life.
In this eye-opening session, you’ll discover ho... -
Tuesday, March 17, 2026 · 6:30 PM EDTMost retirement plans are built around a savings goal.
Hit the number. Retire in peace.
But that's not what destroys retirement plans.
What destroys them is not knowing how to protect the income you'll actually need when a paycheck no longer e... -
Tuesday, February 17, 2026 · 6:30 PM ESTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, January 20, 2026 · 6:00 PM ESTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, November 18, 2025 · 6:30 PM ESTJoin us for this FREE online presentation and learn how outdated estate planning advice and misunderstood financial tools could be costing your family up to 20% of your wealth.
Led by Estate Planning Attorney and Certified Financial Planner Greg ... -
Tuesday, October 21, 2025 · 6:30 PM EDTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, September 23, 2025 · 6:30 PM EDTJoin us for this FREE online presentation and learn how outdated estate planning advice and misunderstood financial tools could be costing your family up to 20% of your wealth.
Led by Estate Planning Attorney and Certified Financial Planner Greg ... -
Tuesday, August 19, 2025 · 6:30 PM EDTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, July 22, 2025 · 6:30 PM EDTJoin us for this FREE online presentation and learn how outdated estate planning advice and misunderstood financial tools could be costing your family up to 20% of your wealth.
Led by estate planning attorney and Certified Financial Planner Greg ...
Past
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Tuesday, May 25, 2021 · 10:00 AM EDTBudgeting for short-term and long-term financial success when living in uncertain times. -
Friday, May 14, 2021 · 1:00 PM EDTBudgeting for short-term and long-term financial success when living in uncertain times.
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Wednesday, April 28, 2021 · 10:00 AM EDTBudgeting for short-term and long-term financial success when living in uncertain times.
