Year-End Planning Roundtable
Before looking forward to 2022, register for our next webinar for an overview of 2021 and what we can learn from this year. We will be joined by a group of colleagues who support the firm in our efforts to provide a 360° approach to wealth management. The discussion will include planning reminders related to tax, charitable planning, retirement and estate planning.
Webinar recording coming soon!
A Smarter Way to Give
As the holiday season approaches, how will you support your favorite charitable causes? You might want to consider ways to donate that offer you a chance to give back while also minimizing your tax burden in 2021. This webinar will explore the differences among common giving strategies and share tips for making a greater charitable impact.
Estate Planning in Light of Potential Tax Changes
We hope you’ll join us for a lively discussion around what to think about as you evaluate your estate plan given President Biden’s proposed tax changes. Scott Lanhau, estate planning consultant for our practice management team, will offer an overview of the estate tax landscape, including legislative proposals, along with an action plan for which estate planning essentials and opportunities you and your wealth team might consider when you update your estate plan.
Mid-Year Crystal Ball Outlook
The markets have seen major swings in the last year or so, from the 35% swift decline in the month of March 2020 amidst the peak of the pandemic, to an S&P 500 rally to almost all-time highs.1 What will happen in the next six months? We’re facing inflation pressures, proposed tax increases and potential market volatility. Yet despite these wall of worry issues, and the sentiment by some that we’re close to a stock market peak, we look for higher highs to develop over the next 12 months as we move through 2022. To hear more about our outlook for the second half of 2021, watch our webinar as our own Jeff Krumpelman, chief investment strategist and head of equities, along with Chief Investment Officer Katrina Radenberg, share their perspectives.
Navigating the College Search During a Pandemic
With in-person campus visits cancelled and ACT and SAT testing evolving daily, the current college search environment, for high school students and their parents, can be quite challenging. To help us navigate this topic, we invite Cozy Wittman, a national college search expert from College Inside Track, to share important and effective strategies to help your family stay on track. She’ll also cover how to do an effective college tour with campuses closed, how to take advantage of scholarships and tips on standardized testing during a pandemic.
Simple Safeguards: How to Stay Safe from Cyber Crime and Identity Theft
Jeff Lanza, a former FBI special agent who spent more than 20 years investigating cybercrime, corruption, fraud and organized crime, shares with us the simple steps we can employ to help keep our identities safe and stay protected from cyber fraud. He’ll explain what to watch for, including phishing attempts, risks living within the internet and email, and provide prevention tips and techniques. We encourage you to invite friends and family by sharing the presentation link.
It’s Your Money – Beyond Finances
Jana Shoulders discusses key issues women face when managing their finances. We’ll begin by talking about why empowering women to take control of their financial future is an important topic. Then we’ll dig into what some of the issues are, such as women statistically living longer than men and at some point becoming the sole person making financial decisions and how we can address those issues. Please share this invite with your friends and family.
Tax Overview Webinar
We hope you’ll join us for what promises to be a robust discussion covering timely tax topics as you plan for the year ahead.
Discussion Topics to Include:
- President Joe Biden’s tax proposal: potential changes to capital gains, tax loss harvesting and concentrated positions plus possible stimulus checks
- Tax Planning Strategies to Consider (regardless of legislative outcome)
- Roth IRA conversions: how Roth accounts can help to minimize tax impact
- Tax loss harvesting and asset location: how to apply these strategies in your wealth plan
- Estate planning changes: legacy exemption considerations, state and federal exemption limits and the 2025 sunset on lifetime exemption amounts
Crystal Ball Outlook for 2021
Who would have thought the U.S. large-cap stock market would exhibit so much strength in 2020 — a year marked by a pandemic that caused a swift recession with spikes in unemployment and declines in GDP that were at Depression-era levels. In the spring, many were predicting doom and gloom for the year and suggesting investors should reduce equity exposure. We concluded that prudent and aggressive fiscal policy responses would enable the economy to weather a self-induced soft patch to invest in our health. While we have been a bit surprised by just how swift the S&P 500 has recouped the losses and moved to new highs, we are glad we got the trend right. This begs the question, “Is the 2020 rally in the S&P 500 unwarranted and simply a sandcastle in the sky?” After all, this impressive price advance occurred as COVID-19 was spreading at record levels during the “second wave.” What comes next? Please register for our Crystal Ball Outlook for 2021 to hear perspectives from Jeff Krumpelman, chief investment strategist, and Katrina Scott, chief investment officer.
End of Year Recap
How to Stay Healthy in Your Wealth and Wealthy in Your Health
Did you know that your health can play a very important role in your overall wealth? Join as we discuss this important connection.
3 Buckets Strategy
One of the keys to a financially successful retirement is replacing your earned income. In this live webinar, we’ll talk about the difference between creating cash flow vs. income along with a strategy to do so.
The Election and the Economy
Our chief economist and others share how the presidential election might change the tax & economic landscape.
Why Do Stocks Go Up During a Pandemic?
We’re still in the middle of a pandemic not seen since the Spanish Flu. Businesses are closing all around us, and our lives have been disrupted, yet the stock market not only recovered, but it has also become positive for the year so far. Why? Join us as Jeff Krumpelman shares his insights.
The S&P 500 Index is a market-value weighted index provided by Standard & Poor’s and is comprised of 500 companies chosen for market size and industry group representation.
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