Transitioning Successfully into Retirement
This session will discuss the importance of managing cash flow, the benefits that can stay with you after retirement, how to manage retirement savings, and the importance of estate planning. This webinar will also discuss how to ensure a successful transition into retirement, healthcare in retirement, and managing cash flow and expenses.
How Insurance Can Help Protect Your Financial Wellness
This session will discuss how life, health, auto, disability, long-term care, and homeowner’s insurance can play an important role in your asset protection plan. Other topics discussed in this webinar will be asset protection, unexpected liability, and differences in insurance and how much you need.
Managing Employment Change
This session helps you understand your options for unemployment compensation, health insurance replacement, and discusses ways to protect your retirement savings. This seminar will also discuss:
– which benefits will go with you
– unemployment compensation and managing cash flow
– maintaining financial wellness during the transition
Financial Wellness Check-Up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage. These specialists will be accessible from 10:00 am to 4:00 pm ET. Register now to make an appointment.
Transitioning Successfully into Retirement
This session will discuss the importance of managing cash flow, the benefits that can stay with you after retirement, how to manage retirement savings, and the importance of estate planning. This webinar will also discuss how to ensure a successful transition into retirement, healthcare in retirement, and managing cash flow and expenses.
Managing Employment Change
This session helps you understand your options for unemployment compensation, health insurance replacement, and discusses ways to protect your retirement savings. This seminar will also discuss:
– which benefits will go with you
– unemployment compensation and managing cash flow
– maintaining financial wellness during the transition
Your Social Security Benefits
This session provides an in-depth explanation on the retirement, disability, and death benefits of Social Security. It will also cover topics like the basics of Social Security, how to enroll, retirement income needs, and strategies to maximize your Social Security income.
Managing Employment Change
This session helps you understand your options for unemployment compensation, health insurance replacement, and discusses ways to protect your retirement savings. It will also cover topics like which benefits go with you, maintaining financial wellness during the transition, and unemployment compensation & managing cash flow.
Advanced Estate Planning Strategies
This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.
Advanced Asset Accumulation Strategies
This session will help you gain a better understanding of the financial concepts behind investing within your portfolio, tax planning, wealth creation and preservation, risk management, and protecting your assets. Learn how to effectively accumulate and distribute deferred compensation funds, common stock options, and grants. It will also cover topics like an overview of wealth accumulation strategies, asset protection, and tips to navigate planning pitfalls.
