Webinars

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. They're not always on the second Tuesday, but they are always chocked full of information designed to help you make the best financial decisions possible.

Introduction to Annuities: Funding Your Future

March 2, 2021

Annuities can provide tax-deferred growth for savings and a dependable source of income for life. Whether you’re saving for a particular purpose, wanting to supplement other sources of retirement income and/or maintain financial freedom, you can count on the compounding interest of its tax-deferred growth to make you more than an investment that is taxed annually. Join Certified Financial PlannerⓇ professional, Gretchen Brown, Tuesday, March 23 at 11am as she lays the foundation for understanding annuities and answers any of your questions.

The Year in Review and a Look Ahead

January 21, 2021

While 2020 saw a lot of big changes, most notably the election, remember it doesn’t dictate everything – while changes will occur your financial plan isn’t based on the idea that a Republican or Democrat will always be in the White House. Elections should reinforce, not alter, strategic portfolio discipline. The market is driven more by fundamentals than politics and we’ll get to the heart of these fundamentals in our webinar, The Year in Review and A Look Ahead: Six Planning Ideas for 2021 and Beyond.

Estate Planning and Long-Term Care

September 20, 2020

Do you know the difference between Medicare and Medicaid? Do you know what each covers in the event of a health issue in retirement? It's impossible to predict your chances of needing long-term care, how long you may need it and what implications it will have on your financial health. Since cost of care can be expensive, it's important to understand the whole impact a few years of long-term care can have. Watch the replay of our webinar Estate Planning and Long-Term Care now to learn how to plan the COMPLETE picture: care options, finances, incapacity and estate planning.

1 Hour to Savvy Cybersecurity

August 15, 2020

Every 2 seconds someone becomes a victim of identity theft. Becoming a victim can leave you vulnerable to severe data loss and financial harm. Watch the replay of our webinar Managing Health Care Expenses in Retirement now to better prepare to protect yourself, your family, and your business from the quietly raging cyber wars targeting us all.

Managing Health Care Expenses in Retirement

July 11, 2020

Did you know, retirees often pay more for health care than they saved for thanks to unexpected penalties, premiums, and out-of-pocket expenses? 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.

Tax Planning for Retirement

June 14, 2020

People often pay more taxes than they expected to do because the U.S. tax system is confusing, treating various income types differently. After working hard to save money for retirement, you want to spend it enjoying the next chapter of your life—not on unnecessary taxes because of uninformed choices. Do you know the tax implications of when you spend different sources of money? If not, you may outlive your retirement savings or have less to leave to your family than you planned.

Savvy Social Security Planning

May 9, 2020

Social Security should make up 30-40% of your retirement income, but 1/3 of those taking social security rely on it for 90% of their income. How are you funding your retirement? Learn more about the complexities of Social Security and what they mean for your financial health in retirement.