Broker Check

DOLLARS & SENSE | PAST WEBINARS


We're sorry you couldn't make it! Unfortunately, we are unable to distribute any recordings of our Webinars at this time; however, we posted this page so that you could see the guest speakers we have had in the past. We have also included a PDF that provides you with the important information covered during the presentation- you can find the download link at the bottom of each Webinar's summary (if available).

The purpose of this series is to gather a variety of professionals to help educate people on current events and their impact on the economy, personal investments and other relevant markets and industries; even if you can't make it, we want to help you stay educated in any way we can. The purpose of this page is to provide you with, at the very least, a general overview of what was discussed during the presentation.  

Upon reading the information provided, if you have any further questions please feel free to contact Amy and she will be able to provide you with some clarity. 


5 WISHES

5 WISHES

May 6, 2020: Mathew Vetter with Ivy Investments presented 5 Wishes- helping you and your family plan for and receive the care you want and deserve.

 

With all that has been going on, health and personal well-being is a prevalent concern for many people. Although we are all doing the best we can to stay isolated, healthy and safe, ensuring that your estate and medical directives are up to date is a critical component of your overall financial plan. 5 Wishes breaks down the important questions you should begin to consider in case of a medical downturn in order to help both your family and yourself. Please note that this is not a substitute for professional Estate planning.


For more information:

FIVE WISHES

FIVE WISHES SAMPLE

IVY AMONGST THE WEEDS

IVY AMONGST THE WEEDS

May 13, 2020: David Borberg, a portfolio manager with Ivy Investments, presented Ivy Amongst the Weeds- an economic outlook presentation revolved around the market and COVID-19.


It is undeniable that the economy has been affected by the virus, Shelter-in-Place order, and overall panic that is occurring worldwide. The volatility we have witnessed within the market strikes fear in a lot of us- understandably! However, it is important to remain calm and remember: why would you want to sell when prices are low and buy back in when prices are high? 


For more information:

OPPORTUNITY AND VOLATILITY

PROTECTING YOUR RETIREMENT INCOME

PROTECTING YOUR RETIREMENT INCOME

May 20,2020: Chad Cassidy with Jackson National presented Protecting Your Retirement Income- leave the guesswork of retirement finances behind and take a step toward financial freedom.


We are living in unfamiliar and unpredictable times. Consequently, concerns around income and retirement are top of mind for many who are nearing retirement age. This Webinar focuses on Variable Annuities and how they may benefit you. 


For more information:

PROTECTING YOUR RETIREMENT INCOME

HOW TO HANDLE MARKET DECLINES

HOW TO HANDLE MARKET DECLINES

May 27, 2020: Mike Stern with Capital Group presented How to Handle Market Declines- market downturns happen frequently but they don't last forever.

 

When considering the current state and the future of the economy, nothing can be guaranteed. However, history often repeats itself and it can often be a promising indicator as to what we can expect to happen next. 


For more information:

HOW TO HANDLE MARKET DECLINES

COVID-19 & THE MORTGAGE MARKET

COVID-19 & THE MORTGAGE MARKET

June 3, 2020: Ray Avanzino with Stearns presented COVID-19 and the Mortgage Market- Strong History & a Bold Future.


COVID-19 has dramatically influenced a lot of aspects in our day-to-day lives. More so, it has affected many industries. With interest rates historically low, the mortgage industry is no exception. This presentation focuses on the most recent, relevant changes as it relates to mortgage financing options.  

SPEAKING OF MARKETS

SPEAKING OF MARKETS

June 10, 2020: Heidi Kaney with T. Rowe Price presented Speaking of Markets- you can't predict the future, but you can prepare for it. 


It is easy to feel overwhelmed during these times with the constant, and frankly intimidating, headlines we are reading on a daily basis. It may begin to feel like everything is completely out of your control, inducing anxiety and fear surrounding what may come next. However, even when things are out of your control, it is important to remember that the one thing you can control is your own preparation and readiness. Heidi will be discussing three important steps: identifying key concerns, putting headlines into perspective, and preparing for what may be ahead. 


For more information:

SPEAKING OF MARKETS

THE STATE OF REAL ESTATE IN THE BAY

THE STATE OF REAL ESTATE IN THE BAY

May 24, 2020: Erich Sonnberger with Intero Real Estate presented The State of Real Estate in the Bay: how Real Estate in the Bay Area has been affected by recent events.


The Real Estate market has not be invincible to the effects of Corona Virus and market volatility; similarly to many other industries, adjustments have been made in order to accommodate the new and unfamiliar state of living. Erich will be discussing the impact current events have had on the Real Estate Market in the Bay Area.

ESTATE PLANNING PITFALLS

ESTATE PLANNING PITFALLS

June 10, 2020: Nicole Warmerdam with the Law Offices of Nicole Warmerdam presented Estate Planning Pitfalls: common threats to your estate & your family's future.


Proper estate planning can provide peace of mind, ensuring that you, your loved ones, and your assets are protected in case of incapacity and death. When estate planning missteps happen, they can seriously undermine your intent, diminish the financial legacy you leave behind, and create added stress for your heirs and beneficiaries. Nicole will be discussing the most common estate planning mistakes people make, with suggestions on how you can take action.

LONG TERM CARE

LONG TERM CARE

August 5, 2020: Timothy Ripp with Associates of Clifton Park will be presenting What is Your Plan for Long Term Care: prepare for the care you will want and need, before you can't. 


Long-term care insurance provides coverage in the event than an insured needs care for an extended period due to a chronic condition. The cost of long-term care in a nursing home facility can be quite high, with prices increasing at a faster pace than inflation; many do not have sufficient assets to self-insure potential long-term care needs. With the average life expectancy in the U.S. longer than ever before, it is an essential area of financial planning to ensure that you have a plan in place.

YOUR LIFE INSURANCE NEEDS

YOUR LIFE INSURANCE NEEDS

September 2, 2020: Gabe Teal and Peter Hobart with Minnesota Life presented Your Life Insurance Needs: take care of your family, no matter where you are.


While addressing your own mortality is uncomfortable, thinking about the people you leave behind can be even more difficult for many. You may think to yourself: what will they do when I am gone? Have I done enough to ensure that they will be taken care of? There are many measures you can take to make sure that, after your passing, your family still has financial security. Peter and Gabe discussed the benefit of having Life Insurance, the optimal time to begin, and how they can help you take care of your family when you no longer can.

[UPCOMING] ZOOM TIPS & TRICKS

[UPCOMING] ZOOM TIPS & TRICKS

September 16, 2020: Personal wardrobe stylist Paul Julch with Urbanite Suburbanite will be presenting Zoom Tips & Tricks: how to present yourself in a virtual world.


With face-to-face interactions limited in response to Covid-19, virtual socializing and working has become a new normal. For many of us, this experience is foreign; lighting, background, and presentation can be confusing and frustrating. Paul will walk us through general Zoom tips, tricks, and etiquette so that we can look our best!

[UPCOMING] IRA DO'S & DON'TS

[UPCOMING] IRA DO'S & DON'TS

October 7, 2020: Grant Martin with MFS will be presenting IRA Do's and Don't's: make the most out of your retirement account.


When planning for your retirement, you may wonder if you are making the most out of your IRA. Grant will be discussing the best ways to utilize your account and the top mistakes to avoid.

These presentations are free of charge- simply click the link to register and enter your name, e-mail address, and the state you reside in. You will receive a confirmation e-mail with the event link, registration ID, and password.

Events are meant for educational purposes only and should not be considered investment advice, nor a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions.  (09/20)