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Summit Group
On-demand
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    Thursday, January 28, 2021 · 6:30 PM EST
    In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary.

    Come and learn more at this group presentation, hosted by retirement specialist, Al Caice...
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    Thursday, January 21, 2021 · 6:30 PM EST
    2021 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on num...
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    Wednesday, November 18, 2020 · 6:30 PM EST
    2020 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on num...
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    Tuesday, June 30, 2020 · 6:20 PM EDT
    Are we at the bottom? Is there another drop coming? If you're within 10 years of retirement (or already retired) this brand-new no-cost webinar is a must attend.
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    Tuesday, June 2, 2020 · 6:15 PM EDT
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    Tuesday, May 19, 2020 · 6:15 PM EDT
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    Tuesday, May 5, 2020 · 6:15 PM EDT
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    Thursday, April 23, 2020 · 6:15 PM EDT
    Learn:

    - How to avoid personal disaster in the face of wild market dips

    - Three timeless techniques to stable income amid global disruption

    - The two biggest mistakes pre-retirees or retirees make if they don't understand sequence of returns a...
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    Thursday, November 17, 2022 · 1:30 PM EST
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    Monday, August 8, 2022 · 1:00 PM EDT
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    Thursday, October 29, 2020 · 6:30 PM EDT
    2020 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on num...
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    Thursday, October 1, 2020 · 6:30 PM EDT
    If 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!

    Avoid Paying Half Your Retirement Income to the IRS!

    Come and learn more at this group presentation, hosted by ...
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    Tuesday, September 15, 2020 · 6:30 PM EDT
    If 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!

    Avoid Paying Half Your Retirement Income to the IRS!

    Come and learn more at this group presentation, hosted by ...
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    Recurring Webinar
    2020 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on num...
Valerie Caicedo's webinars