Broker Check

(833) CAL-PLAN

Weekly Virtual Education Workshops

Client Centered

Our goal is to provide as much education to our clients as we can, especially during these unprecedented times, so that we can empower everyone to make confident decisions for themselves and their families.

Each week on Wednesday we will host a virtual seminar covering a critical component of retirement planning to give you the tools to assist you on the path towards success!

  • First Wednesday of Every Month: Planning for Healthcare in Retirement
  • Second Wednesday of Every Month: Social Security Income Strategies
  • Third Wednesday of Every Month: Estate Planning Strategies
  • Fourth Wednesday of Every Month: Distribution Basics for Employer Sponsored Plans

Learn more below or RSVP to 833-225-7526 or to reserve your spot and receive login information.

Planning for Healthcare in Retirement - First Wednesday of Every Month

Health care costs remain the number one expense in retirement with the average couple spending over $285,000 over the course of their retirement (not including long-term care). Unfortunately, the expectations are that those costs will continue to rise at a rate 5.8% annually.

This harsh reality is greatly impacted those who are not preparing for it, but we’re here to help educate you to plan smarter and avoid common Medicare mistakes.

We cover all of your options:

  • Part A
  • Part B
  • Medigap v. Medicare Advantage
  • Prescription Drug plans
  • Hearing, Dental and Vision options
  • As well as enrollment periods and how to avoid penalties.

Please note that this session is for education purposes ONLY and will not highlight any specific products.

Social Security Income Strategies - Second Wednesday of Every Month

For many retirees, Social Security is a critical component when it comes to retirement income planning. That being said, many individuals don’t fully understand their options and also the impact making the wrong decision can have on their overall retirement plan.

Our goal is to help you develop strategies while claiming your benefits as we cover:

  • Strategies for Individuals
  • Strategies for Spousal Benefits
  • Strategies for Former Spouses
  • Strategies for Survivors

Estate Planning Strategies - Third Wednesday of Every Month

When many think of estate planning, they think of estate taxes. Estate taxes are currently not a concern for many families as the federal exemption is so high, however that doesn’t mean that the majority of American’s don’t need an estate plan.

In this workshop we cover:

  • Misconceptions of an Estate Plan and the Reasons to Create One
  • Elements of Estate Planning
  • Power of Attorney
  • Will
  • Living Will
  • Trusts
  • Steps in Estate Planning

Distribution Basics for Employer Sponsored Plans - Fourth Wednesday of Every Month

Do you have a 401K with your current employer and/or a former employer? Then this workshop is for you!

In this workshop we cover:

  • Tax Considerations
  • Distribution and Withdrawal Strategies
  • Legacy Planning and Required Minimum Distributions
  • Points to Consider

RSVP @ 833-225-7526 or at to reserve your spot and receive login information.