Sep
9
10:00 AM10:00

Smart Charitable Giving for People of Faith

Learn practical strategies that can help retirees make charitable gifts in a more tax-efficient way.

We’ll cover:

  • How charitable giving changes in retirement

  • Qualified Charitable Distributions (QCDs) from IRAs

  • Using QCDs for tithing, fast offerings, and certain mission-related donations

  • Donor Advised Funds and when they make sense

  • Gifting appreciated stocks and securities directly to charity

  • How Charitable Remainder Trusts and Charitable Gift Annuities work

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Sep
9
3:00 PM15:00

Smart Charitable Giving for People of Faith

  • South Lincoln Event Center (map)
  • Google Calendar ICS

Learn practical strategies that can help retirees make charitable gifts in a more tax-efficient way.

We’ll cover:

  • How charitable giving changes in retirement

  • Qualified Charitable Distributions (QCDs) from IRAs

  • Using QCDs for tithing, fast offerings, and certain mission-related donations

  • Donor Advised Funds and when they make sense

  • Gifting appreciated stocks and securities directly to charity

  • How Charitable Remainder Trusts and Charitable Gift Annuities work

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Apr
22
1:00 PM13:00

Maximize Your Social Security Benefit

Making the wrong Social Security decision can cost retirees tens of thousands of dollars over time. At this informative seminar, you’ll learn strategies that may help you maximize your benefits and avoid costly mistakes.

➤ How Social Security benefits are calculated

➤ The pros and cons of claiming early vs. waiting

➤ How spousal and survivor benefits work

➤ When working could impact your benefits

➤ What retirees need to know about Social Security taxes

➤ Strategies that may help maximize lifetime income

To register, please let us know by selecting “Contact Us” above.

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Apr
22
10:00 AM10:00

Maximize Your Social Security Benefit

Making the wrong Social Security decision can cost retirees tens of thousands of dollars over time. At this informative seminar, you’ll learn strategies that may help you maximize your benefits and avoid costly mistakes.

➤ How Social Security benefits are calculated

➤ The pros and cons of claiming early vs. waiting

➤ How spousal and survivor benefits work

➤ When working could impact your benefits

➤ What retirees need to know about Social Security taxes

➤ Strategies that may help maximize lifetime income

To register, please let us know by selecting “Contact Us” above.

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Your Money and the One Big Beautiful Bill Act - Jackson
Oct
9
10:00 AM10:00

Your Money and the One Big Beautiful Bill Act - Jackson

  • Jackson Library- Ordway Auditorium (Side A) (map)
  • Google Calendar ICS

Join us for a practical discussion on how the One Big Beautiful Bill Act could affect taxes, healthcare costs, and retirement planning for Wyoming retirees.

  • We’ll cover tax reduction opportunities for Wyoming retirees & pre-retirees

  • Impacts on health insurance premiums through Marketplace and Medicare

  • Charitable giving opportunities to help reduce income taxes

  • Changes small business owners, ranchers, and farmers should prepare for

  • Smart steps to protect your future estate

To register, please let us know by selecting “Contact Us” above.

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Your Money and the One Big Beautiful Bill Act - Alpine
Oct
8
10:00 AM10:00

Your Money and the One Big Beautiful Bill Act - Alpine

Join us for a practical discussion on how the One Big Beautiful Bill Act could affect taxes, healthcare costs, and retirement planning for Wyoming retirees.

  • We’ll cover tax reduction opportunities for Wyoming retirees & pre-retirees

  • Impacts on health insurance premiums through Marketplace and Medicare

  • Charitable giving opportunities to help reduce income taxes

  • Changes small business owners, ranchers, and farmers should prepare for

  • Smart steps to protect your future estate

To register, please let us know by selecting “Contact Us” above.

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Your Money and the One Big Beautiful Bill Act - Afton
Oct
7
10:00 AM10:00

Your Money and the One Big Beautiful Bill Act - Afton

Join us for a practical discussion on how the One Big Beautiful Bill Act could affect taxes, healthcare costs, and retirement planning for Wyoming retirees.

  • We’ll cover tax reduction opportunities for Wyoming retirees & pre-retirees

  • Impacts on health insurance premiums through Marketplace and Medicare

  • Charitable giving opportunities to help reduce income taxes

  • Changes small business owners, ranchers, and farmers should prepare for

  • Smart steps to protect your future estate

To register, please let us know by selecting “Contact Us” above.

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Apr
7
8:00 PM20:00

Your Financial Questions Answered

What money questions do you have? In this free-form webinar I'll take 45 minutes to help answer as many questions as you'd like to ask. April is Financial Awareness Month, so take this opportunity to gain a little financial know-how.

Have a question to add? Let me know ahead of time, or just bring it with you.

This meeting is free and hosted via Zoom. The meeting link can be accessed here.

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Dec
10
7:30 PM19:30

Biden's Tax Plan

Biden's Tax Plan_Facebook Event Cover Image (1).png

President-elect Joe Biden recently released his proposed tax plan.

How might income taxes be affected? How could tax credits change? What are the other details?

In this free webinar I'll share details of Biden's tax plan. I'll also discuss ways to potentially reduce your taxes before the end of the year.

You can register for this webinar event by clicking here.

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Nov
12
7:00 PM19:00

Strategies to Boost Your Retirement Income [Webinar]

Strategies to Boost Your Retirement Income_FB event cover photo.png

“How much income will I have through retirement?” Answering this common question is a challenge. We’re living longer, medical expenses are through the roof, and we want a comfortable retirement. In this webinar we’ll discuss how to calculate how much income you'll need in retirement, strategies to increase your Social Security benefit, and how to invest smarter in and pay less taxes from your retirement accounts.

You can register for this webinar event by clicking here.

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Oct
14
7:00 PM19:00

Getting the Most From Your Social Security [Webinar]

Getting the Most from Your Social Security_FB event cover photo.png

Wyoming retirees in their 50's and 60's have a big problem: They don’t know whether they’ll have enough income in retirement. In this presentation we’ll share several tips for maximizing your Social Security benefit, to help secure the income you need for your retirement.

You can register for this webinar event by clicking here.

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