McLean Advisory Group
On-demand
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Wednesday, March 9, 2022 · 6:30 PM ESTHow will the 2021 changes that the government made to RMDs impact your withdrawal requirements this year?
If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention! It’s crucial to become familiar with... -
Wednesday, February 23, 2022 · 6:30 PM ESTAvoid leaving your loved ones behind without an Estate Plan!
In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement and estate planning may change.
Estate Planning is ... -
Thursday, February 10, 2022 · 6:30 PM ESTCurious how to potentially AVOID TAXATION UP TO 85% on Social Security when pulling from retirement accounts. The goal of income tax planning is to help minimize your federal income tax liability.
Discover strategies to help prevent t... -
Wednesday, February 2, 2022 · 6:30 PM ESTHow will the 2021 changes that the government made to RMDs impact your withdrawal requirements this year?
If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention! It’s crucial to become familiar with... -
Wednesday, January 26, 2022 · 6:30 PM ESTReformations for Social Security are in motion. Make sure you choose the right option for your situation since there are over 567 ways to choose and the number one option could benefit you in over $100,000 in your retirement.
2022 is setting ... -
Tuesday, January 18, 2022 · 6:30 PM ESTThe past year has demonstrated that a solid estate plan, which includes steps to protect your wealth, can help you feel better prepared and provide a sense of control during times of uncertainty. When most people think of estate planning, they usu...
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Wednesday, December 8, 2021 · 6:30 PM ESTIf you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw y... -
On-demandAs the year winds to an end, and 2022 is quickly on the horizon, how are you feeling about your financial situation? Join this online presentation, as Scott and George highlight the 2022 Market Forecast - and how it could impact your portfolio.
Past
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Tuesday, December 7, 2021 · 11:25 PM ESTIf you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw y... -
Recurring WebinarAs the year winds to an end, and 2022 is quickly on the horizon, how are you feeling about your financial situation? Join this online presentation as Scott and George reflect on the 2022 Market Forecast - and how it could impact your portfolio.
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Friday, December 3, 2021 · 11:00 AM ESTAs the year winds to an end, and 2022 is quickly on the horizon, how are you feeling about your financial situation? Join this live webinar, as Scott and George present on the 2022 Market Forecast - and how it could impact your portfolio.
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Wednesday, December 1, 2021 · 4:00 PM ESTAs the year winds to an end, and 2022 is quickly on the horizon, how are you feeling about your financial situation? Join this live webinar, as Scott and George present on the 2022 Market Forecast - and how it could impact your portfolio.
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Wednesday, December 1, 2021 · 3:00 PM ESTAs the year winds to an end, and 2022 is quickly on the horizon, how are you feeling about your financial situation? Join this live webinar, as Scott and George present on the 2022 Market Forecast - and how it could impact your portfolio.
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Wednesday, October 6, 2021 · 10:00 AM EDTIf you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw y... -
Friday, July 30, 2021 · 2:00 PM EDTJoin this webinar for a step-by-step tutorial on how to access your account online and gain tips and tricks to navigate through specific functions.
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Wednesday, May 26, 2021 · 11:00 AM EDTJoin us for a Q&A webinar on long term care, medicare and life insurance where we’ll be discussing top questions we get such as:
-Why doesn't everyone have long-term care?
-How do I protect my assets from nursing homes?
-When does long term care ...