Lifetime Financial Advisors puts on several engaging webinars each year. We love to educate and entertain our clients and keep them up to date with the latest trends and topics in the financial industry. Check this page often to see what our next exciting event will be!
Transforming Social Security into a Winning Retirement Strategy
LFA will be joined by Tim Miller from BlackRock to discuss social security basics and claiming strategies to help individuals and couples maximize lifetime income benefits.
LFA is joined by John Leonard from JP Morgan for a Guide to Retirement webinar. Our presentation will provide an effective framework for evaluating and making wise, life-long decisions that will effectively navigate clients to and through retirement.
Presentation Slides (pdf)
LFA is joined by Chris Dillon from T. Rowe Price to discuss the 2022 Market Outlook. We explore topics ranging from inflation to rising interest rates, the impact of COVID on the reopening economy, and the future of the global supply chain.
LFA is joined by Chris Hennessey from Putnam Investments to discuss the current tax landscape in 2021, outline various year-end planning strategies, and identify new tax proposals likely to be implemented in 2022.
LFA is joined by Anne E. Wenger from McLaughlin Legal to discuss Estate Planning topics such as trusts, wills, durable powers of attorney, advanced care directives, and key observations from the estates planning field we should all keep in mind as we plan for our futures and legacies.