Events

“Markets in Perspective during March Madness in a Midterm Election Year"

Using First Trust's Client Resource kits on Markets in Perspective & Turns in the Road, Joshua will share thoughts on the current economic landscape, markets in midterm election years, and he will also discuss key drivers and trends taking place in the current market. There will be a Q & A at the end to answer your most pressing questions.

Medicare 101 - Understanding your Medicare Options

Get a better understanding of your Medicare options with this SFG Medicare 101 educational series

Medicare 101 - Understanding your Medicare Options

Get a better understanding of your Medicare options with this SFG Medicare 101 educational series

Privacy Protection...Strategies to Secure your Personal Information and Prevent Fraud Webinar Wednesday, April 24nd at 12pm

Please join us for an exclusive new Eagle Life presentation. This interactive session will guide you through strategies to deter, identify and protect against potential threats to your personal information. o DETER - An introduction to understanding key areas of vulnerability and actions you can take to prevent thieves from stealing your personal information o IDENTIFY - Tips on recognizing emails, calls and other common scams to avoid falling victim o PROTECT - Steps to take before, during or after a privacy breach

Privacy Protection...Strategies to Secure your Personal Information and Prevent Fraud Webinar Tuesday, April 22nd at 7pm

Please join us for an exclusive new Eagle Life presentation. This interactive session will guide you through strategies to deter, identify and protect against potential threats to your personal information. o DETER – An introduction to understanding key areas of vulnerability and actions you can take to prevent thieves from stealing your personal information o IDENTIFY – Tips on recognizing emails, calls and other common scams to avoid falling victim o PROTECT – Steps to take before, during or after a privacy breach

Signature Financial Education Series: Tax Strategies Zoom Webinar 1/28th at 12pm

Understand the current landscape • How to take advantage of tax environment • How do estate and gift taxes look • What is happening to TCJA (Tax Cuts & Jobs Acts) Understand planning considerations and strategies • How to maximize popular deductions • Taking advantage of lower tax brackets • Estate planning under the new law

Signature Financial Education Series: Tax Strategies Zoom Webinars 1/21st at 7pm

Understand the current landscape • How to take advantage of tax environment • How do estate and gift taxes look • What is happening to TCJA (Tax Cuts & Jobs Acts) Understand planning considerations and strategies • How to maximize popular deductions • Taking advantage of lower tax brackets • Estate planning under the new law

Medicare: Know your Options Webinar 11/14th at 7pm

You're invited to attend a special learning event sponsored by the Nationwide Retirement Institute, Nationwide's thought leader for financial professionals and their clients. This event will provide insights on: -What is Medicare and when to enroll. -The parts of Medicare, their coverages and costs -Supplemental policies and Medicare Advantage plans

Medicare: Know your Options Webinar 11/13th at 12pm

You're invited to attend a special learning event sponsored by the Nationwide Retirement Institute, Nationwide's thought leader for financial professionals and their clients. This event will provide insights on: -What is Medicare and when to enroll. -The parts of Medicare, their coverages and costs -Supplemental policies and Medicare Advantage plans

Long Term Care – One Choice Can Impact Generations with One America

You are invited to join us to hear insights on emerging trends in long term care and ways to cover long term care costs from Scott Hall with One America. *Trends in LTC *Potential Impact of LTC on Loved Ones *Financial Ramifications of LTC *Potential Options for Protecting Against LTC Costs

Long Term Care – One Choice Can Impact Generations with One America

You are invited to join us to hear insights on emerging trends in long term care and ways to cover long term care costs from Scott Hall with One America. *Trends in LTC *Potential Impact of LTC on Loved Ones *Financial Ramifications of LTC *Potential Options for Protecting Against LTC Costs

May's Client Education Series - 529's Plans Myths and Misconceptions

In terms of biggest financial goals, saving for a child's or grandchild's education has been found to be second only to saving for retirement. For families with young children and for grandparents, helping their loved ones achieve the goal of higher education is a top priority. For retirement and education, it's never too early or too late to start saving for both. In May our Client Education Series will focus on 529's and will hopefully clear up some of the myths and misconceptions about this powerful tool.

May's Client Education Series - 529's Plans Myths and Misconceptions

In terms of biggest financial goals, saving for a child's or grandchild's education has been found to be second only to saving for retirement. For families with young children and for grandparents, helping their loved ones achieve the goal of higher education is a top priority. For retirement and education, it's never too early or too late to start saving for both. In May our Client Education Series will focus on 529's and will hopefully clear up some of the myths and misconceptions about this powerful tool.

Social Security- The Choice of a Lifetime

Social Security - The Choice of a Lifetime

Markets and Elections During March Madness

Using First Trust's Client Resource kits on Elections & Recessions and the Road Ahead, Joshua will share thoughts on the current economic landscape, markets in election years, and he will also discuss key drivers and trends taking place in the current market. There will be a Q &A at the end to answer your most pressing questions

Markets and Elections During March Madness

Using First Trust's Client Resource kits on Elections & Recessions and the Road Ahead, Joshua will share thoughts on the current economic landscape, markets in election years, and he will also discuss key drivers and trends taking place in the current market. There will be a Q &A at the end to answer your most pressing questions

Fundamentals of health and performance—best practices to look and feel your best

Fundamentals of health and performance-best practices to look and feel your best

Market update and outlook with J.P. Morgan

You are invited to join us to hear insights on today's most critical economic and investment topics from Alexander Mintos. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Alexander will share thoughts on the current economic landscape and outlook for 2024, discuss key drivers and trends taking place in the markets and answer your most pressing questions

Market update and outlook with J.P. Morgan

You are invited to join us to hear insights on today's most critical economic and investment topics from Alexander Mintos. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Alexander will share thoughts on the current economic landscape and outlook for 2024, discuss key drivers and trends taking place in the markets and answer your most pressing questions.

Medicare 101

The topic for October’s Signature Financial Group Educational Webinar will be Medicare 101.  If you or anyone you know would be interested in learning about the basics of Medicare please register using the links below.

Medicare 101

The topic for October’s Signature Financial Group Educational Webinar will be Medicare 101.  If you or anyone you know would be interested in learning about the basics of Medicare please register using the links below.

A Retirement Strategy As Individual As You Are

This month's educational webinar topic is “The Effect of Market Volatility on Your Retirement.”  We will be joined by Mike McFarland with Prudential to discuss options to protect your assets from market volatility. 

A Retirement Strategy As Individual As You Are

This month's educational webinar topic is “The Effect of Market Volatility on Your Retirement.”  We will be joined by Mike McFarland with Prudential to discuss options to protect your assets from market volatility. 

10 myths about 529 college savings plans

In this seminar hosted by Signature Financial Group, we'll help separate fact from fiction when it comes to 529 plans, including: ▪ Who can fund a 529 account and who can benefit ▪ The impact of a 529 account on financial aid and scholarships ▪ Whether it makes sense to choose your state’s plan ▪ The types of schools your child can select ▪ The legacy benefits of a 529 account

10 myths about 529 college savings plans

In this seminar hosted by Signature Financial Group, we'll help separate fact from fiction when it comes to 529 plans, including: ▪ Who can fund a 529 account and who can benefit ▪ The impact of a 529 account on financial aid and scholarships ▪ Whether it makes sense to choose your state’s plan ▪ The types of schools your child can select ▪ The legacy benefits of a 529 accoun

Learn about Your Social Security Benefit

Filing for Social Security benefits is one of the biggest financial decisions you will make, that’s why we call it the “choice of a lifetime”. Whether you are filing for your benefits this year or in twenty years, we are inviting you to a 30-minute Zoom Meeting to learn about your government benefit.  David Harris with Nationwide Insurance will be joining us to discuss many of the filing rules and strategies so you can make an informed decision regarding your Social Security benefit.

Learn about Your Social Security Benefit

Market Intel during March Madness

Market Intel during March Madness

How to Avoid Probate & the Difference Between a Will & Trust

Health Care Costs In Retirement And Medicare

Health Care Costs in Retirement and Medicare