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. Usually conducted on a Tuesday, they are always chocked full of information designed to help you make the best financial decisions possible.
Certified Financial PlannerⓇ, Gretchen Brown, and special guest speaker Kris Kamann of Idaho Community Foundation will highlight Charitable Giving in their webinar on Tuesday, November 9 at 11 AM. Join them to learn more about defining philanthropic goals, articulating your mission, evaluating potential charities and learning how to use a variety of trusts, charitable vehicles and wealth management tools in your giving strategy.
Congratulations, you’re a day closer to retirement! Now is the perfect time to ensure all your healthcare needs are aligned with your retirement financial plan. Whether you’re retiring before age 65 and won’t have access to Medicare or you’re Medicare eligible but aren’t sure where to begin, we have the guidance you need to access proper care during retirement that won’t break the bank! Join us on Tuesday, September 28, 2021 at 11am as our guest speaker, Laura Brown of Fredriksen Health Insurance outlines your next steps for seamless coverage. Don’t let the costs associated with your physical health take a toll on your financial health! Register for our webinar today!
In our webinar, College Planning: Saving for a College Education, we show you how to help plan for your child’s continuing education. Watch Certified Financial PlannerⓇ, Gretchen Brown, as she shows you how small steps can enhance your financial life and the wellbeing of your children, one day at a time. An advanced degree can mean an expanded professional horizon and greater earning potential in an increasingly competitive job market, help your child by planning for their success now!
Investing is a carefully planned and prepared approach to managing and accumulating money. How you invest your money can be completely different than anyone you know depending on your goals and risk tolerance. While investing requires discipline and patience, it doesn’t have to be hard.
Estate planning prepares a platform for the handling of your assets and affairs in the event of your incapacitation or death. The planning includes long-term care, the bequest of assets to heirs and the settlement of estate taxes. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax and other taxes. The key question to answer is: How do you want your assets distributed if you die or are incapacitated?
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.
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.
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.
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.
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.