Webinars

Retirement Savings Challenges for Women - Webinar

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges.

We will some of the challenges that women face and how to address them.

When: Thursday, December 3, 2020 - 6:30 pm
Where: Online webinar
Host: Stuart F Cameron BEM
Phone: 302-239-2111
Directions: Pre-registration is required to allow us to email you a workbook prior to the webinar.
 

Retirement Savings Challenges for Women - Webinar

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges.

We will some of the challenges that women face and how to address them.

When: Tuesday, December 8, 2020 - 2:00 pm
Where: Online webinar
Host: Stuart F Cameron BEM
Phone: 302-239-2111
Directions: Pre-registration is required to allow us to email you a workbook prior to the webinar.
 

Retirement Income Planning - Webinar

Three Basic Questions


As you approach or enter retirement, your mindset needs to begin to move from accumulation to distribution. That's what retirement income planning is all about — understanding how much annual income you'll need during your retirement years to support the lifestyle that you want, and positioning your assets to provide that income.


Up-front planning is important because the consequences of a bad decision can be severe. Draw too heavily on your savings and investments in the early years of your retirement and you run the risk of
depleting your funds too quickly, leaving nothing for your later years.


The planning process begins with just a few simple questions.  Let's explore those questions..
 

When: Thursday, December 10, 2020 - 6:30 pm
Where: Online webinar
Host: Stuart F Cameron BEM
Phone: 302-239-2111
Directions: Pre-registration is required to enable us to email you the workbook prior to the webinar.
 

Advanced Estate Planning - Webinar

Beyond the Basics

Virtually everyone needs a basic estate plan. A basic estate plan typically includes:

• One or more health-care directives

• A durable power of attorney

• A will

• A living trust

You may need to go beyond the basics if:

• You have net worth over the current federal gift and estate tax exemption ($11,580,000 in 2020) or the death tax exemption in your state

• You own a family business or farm

• You plan to make significant donations to charity

• You need to shield your assets from your own future creditors, an ex-spouse, or your heirs' future creditors or ex-spouses

• Your spouse would be unable to handle personal or financial affairs on his or her own

• You have children who are minors and/or have special needs

• You want to provide for grandchildren and/or later generations

• You have property in more than one state

• You have other complex or special issues

A balancing act

Advanced estate planning strategies may have tradeoffs:

• Implementation costs

• Relinquishment of financial benefits

• Loss of control over property

When: Thursday, December 17, 2020 - 6:30 pm
Where: Online webinar
Host: Stuart F Cameron BEM
Phone: 302-239-2111
Directions: Pre-registration is required to allow us to email you a workbook prior to the webinar.