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Second Tuesdays with Integrity Webinar Series

Second Tuesdays with Integrity began as in-person learning through our local community school. When the pandemic took over, we shifted our educational series to an online webinar format in an effort to continue to support our community members' financial wellness. 

In our free monthly webinars,  we discuss pertinent personal finance topics such as taxes, Social Security,  college planning, retirement basics and much more. Attendees also have the opportunity to ask questions and also receive recordings after each presentation as well as bonus material.

Upcoming Webinars

1 Hour to Savvy Cybersecurity 

Every 2 seconds someone becomes a victim of identity theft.

Becoming a victim can leave you vulnerable to severe data loss and financial harm.

We’ll show you how you can maximize your security and compile a personal cybersecurity system including:

  • Discover your cybersecurity score
  • Learn the new cybersecurity rules
  • Take action

Join us on Tuesday, September 15, 2020 at 11am to uncover how you can protect your email, computers, and bank accounts from hacks, malware, and identity theft.

The first 20 registrants will also receive a copy of Hack-Proof Your Life Now! By Sean M Bailey and Devin Kropp at the conclusion of the webinar.

By the end of the webinar, you will be better prepared to protect yourself, your family, and your business from the quietly raging cyber wars targeting us all.


Previous Webinars

Managing Health Care Expenses in Retirement

Retirees often pay more for health care than they saved for thanks to unexpected penalties, premiums, and out-of-pocket expenses.

There are 3 key points to understand about health care in retirement:

  • If you do not enroll in Medicare on time, you will pay a monthly penalty.
  • If you do not get the right private insurance to go with Medicare, you may pay too much in premiums or out-of-pocket costs.
  • If you do not plan for higher health care costs in retirement, you could run out of money or not be able to get the care you need.

Not following the protocols of your health benefits can quickly cause financial illness. And that can mean you outlast your money or have less to leave to your kids and grandkids.

Be prepared to enjoy your retirement savings—not spend it on unnecessary penalties, premiums or out-of-pocket expenses you hadn’t expected. SAVE your spot for this FREE webinar.


Tax Planning for Retirement

People often pay more taxes in retirement than expected because a confusing system treats various income types differently and contains hidden taxes and penalties.

In the accumulation phase, people build their assets in several different forms – stocks, bonds, real estate, pensions, 401(k)s, IRAs, and more.

In the distribution phase, your regular wages stop coming in. You have to take the money you’ve saved and use it to fund your retirement, which can go on for decades with good health on your side.

That’s challenging because you’ll need to make informed decisions about the tax implications of tapping different accounts and it can be costly. In retirement, your tax rate can vary dramatically based on decisions you make, such as the timing and order in which you use different sources of money to pay for your expenses.

Poor choices through misunderstandings or ignorance of the rules can result in people paying more taxes than necessary. As a result, they may see their savings drop faster. And that can mean you outlasting your money or less to leave to the kids and the grandkids.

Be prepared to enjoy your retirement savings—not spend it on unnecessary taxes and penalties because of bad choices. SAVE your spot for this FREE webinar.



Savvy Social Security Planning

Two out of 3 Americans view Social Security as one of the most important government programs, according to a recent AARP survey. 1/3 of those taking social security rely on it for 90% of their income. While each recipient’s situation is unique, requiring personal planning and analysis to ensure a successful retirement, we can get the conversation started by addressing the basics.

Will Social Security be enough to live on in retirement?

Probably not. Social Security should make up 30-40% of your retirement income. Your benefit amount will be calculated based on what you earned over your working career and the age that you apply for benefits. In general, social security is like a fine wine – the longer you wait, the better it gets. Add in a spouse and the planning gets a bit more complicated.

In this webinar we  discuss:

  • A Brief History of the Retirement Age
  • Will Social Security be there for me?
  • Will it be enough to live on?
  • How is my benefit calculated?
  • When should I begin taking benefits?
  • How can I maximize my benefits?
  • What are the next steps?

Rather than try and depend on unreliable opinions and advice from friends, cousins, co-workers and that overly involved neighbor, get the facts from a reliable source that can further help you secure your retirement.




If you would like to watch all of our past recordings, please connect with us directly.