Managing Emotional Investing
Tuesday, December 13 | 3 p.m. CT
Has this year’s market downturn kept you awake at night? Want to learn how to prevent emotions from taking over during periods of extreme market volatility? Join us for this informative webinar hosted by Jude Grimaldi, manager, technology consulting, and featuring Christina Lynn, practice management consultant, and Drew McDowell, managing director & senior wealth advisor.
Among the topics they’ll share their perspectives on:
- How having a plan in place empowers you to be proactive and feel more in control
- How you can prepare for and weather market volatility
- The techniques and tools that enable you to improve your chances of financial success
Year-End Planning Roundtable Discussion
As the year wraps up, we’ve brought together a panel to discuss reminders about taking care of year-end financial items like maximizing charitable and retirement plan contributions, as well as implementing strategies for minimizing taxes and reducing your taxable estate.
Open Enrollment: How to Benefit From Your Benefits
Jude Grimaldi, manager, technology consulting and Kevin Ahern, manager, human resources share cover how significant life events offer the opportunity to plan for future, discuss HSA vs. FSA and talk 401 (k) options. They will also examine the benefits you might not realize you have access to such as critical event coverage, supplemental insurance and disability.
Tax Planning: 5 Considerations Before the End of 2022
Jude Grimaldi, manager, technology consulting and Jodi Robinson, managing director, tax discuss Tax Planning: 5 Considerations Before the End of 2022. Learn more about tax loss harvesting, year-end gifting to family, Roth conversion and 529 plans. Jodi will also explore key potential tax policy updates and changes.
Comprehensive Wealth Planning
Jude Grimaldi, manager, technology consulting, hosted a discussion with panelists Chad Hamilton, senior vice president, practice management, Michelle Cross, senior wealth advisor, and Justin Richter, senior wealth advisor, on comprehensive wealth planning—and why it’s key to helping you reach your financial goals.
2022 Mid-Year Crystal Ball Outlook
Tune in to hear Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg shared their market outlook for the second half of the year. Among the questions they’ll tackle: Have we simply experienced rising volatility and a normal, significant shorter-term market correction in the first half or is the U.S. economy on the precipice of an ugly recession and a deeper, more extended bear market?
Women in Investing
Suzanne Wheeler, CFP®, AIF®, CeFT®, managing director and senior wealth advisor, hosts a webinar dedicated to empowering women. Among the topics she discusses: actionable strategies for how to navigate life transitions like divorce, loss of a spouse, selling a business and retirement including investment and estate planning.
Charitable Planning & Giving Webinar
Learn more about the potential impact charitable giving can have on taxes. We also cover impactful estate planning, IRA considerations, investing and gifting alignment and best practices for using assets to fund philanthropy.
Strategies for Your Medicare Journey
When approaching retirement, many individuals are unsure of their Medicare options, eligibility and how to enroll. In this webinar, Joanne Giardini-Russell, CEO of Giardini Medicare, offers strategies to help you navigate the Medicare system.
January 2022 Crystal Ball Outlook
Among the topics they cover: risk factors, such as elevated inflation, shifts in Federal Reserve policy, supply chain bottlenecks, midterm elections and ongoing pandemic concerns. Katrina and Jeff will examine the potential impact of all of these items on financial markets and discuss what to expect around interest rates and market returns in 2022.
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.
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.
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 watch 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.
The impact of COVID-19, and other infectious illness outbreaks that may arise in the future, could adversely affect the economies of many nations or the entire global economy, individual issuers and capital markets in ways that cannot necessarily be foreseen. The duration of the COVID-19 outbreak and its effects cannot be determined with certainty.
The views expressed are for commentary purposes only and do not take into account any individual personal, financial, legal or tax considerations. As such, the information contained herein is not intended to be personal legal, investment or tax advice. Nothing herein should be relied upon as such, and there is no guarantee that any claims made will come to pass. The opinions are based on information and sources of information deemed to be reliable, but Mariner Wealth Advisors does not warrant the accuracy of the information.
Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training.MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.