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Upcoming Webinars
Recent Webinars
Medicare Made Simple: Understanding the Basics and Upcoming Changes in 2025
Carson Johnson, CFP®, CRPC™, NSSA™
Medicare Made Simple: Understanding the Basics and Upcoming Changes in 2025The 5 Most Important Decisions You Will Make In Retirement
Alex Call, CFP®
The 5 Most Important Decisions You Will Make In RetirementUnlock the Benefits of Roth Conversions
Alek Johnson, CFP®
Unlock the Benefits of Roth ConversionsNavigating Retirement Planning: Why Your Retirement Portfolio Needs Stocks
Alek Johnson, CFP®
Navigating Retirement Planning: Why Your Retirement Portfolio Needs StocksRisk Management for Retirees
Scott M. Peterson, ChFC®, Jeffrey Lindsay, CFP®, CRPC, Alex Call, CFP® and Carson Johnson, CFP®, CRPC™, NSSA™
Risk Management for RetireesLessons Learned in 2023
Scott M. Peterson, ChFC® and Jeffrey Lindsay, CFP®, CRPC
Lessons Learned in 2023Marketplace and Medicare: What to know for open enrollment
Alek Johnson, CFP® and Carson Johnson, CFP®, CRPC™, NSSA™
Marketplace and Medicare: What to know for open enrollmentFinancial Considerations after the Death of a Spouse
Carson Johnson, CFP®, CRPC™, NSSA™
Financial Considerations after the Death of a SpouseFinancial Safety In Retirement: A Cybersecurity Webinar For Seniors
Alex Call, CFP®
Financial Safety In Retirement: A Cybersecurity Webinar For SeniorsFinancial Considerations For A Senior Mission – Case Studies
Alex Call, CFP® and Alek Johnson, CFP®
Financial Considerations For A Senior Mission – Case StudiesFinancial Considerations For A Senior Mission – Tips/Getting Your Affairs In Order
Alex Call, CFP®
Financial Considerations For A Senior Mission – Tips/Getting Your Affairs In OrderFinancial Considerations For A Senior Mission – Tax Strategies
Alek Johnson, CFP®
Financial Considerations For A Senior Mission – Tax StrategiesFinancial Considerations For A Senior Mission – Investments
Alek Johnson, CFP®
Financial Considerations For A Senior Mission – InvestmentsFinancial Considerations For A Senior Mission – Social Security
Alex Call, CFP®
Financial Considerations For A Senior Mission – Social SecurityFinancial Considerations For A Senior Mission – Cost & Insurance
Alex Call, CFP® and Alek Johnson, CFP®
Financial Considerations For A Senior Mission – Cost & Insurance6 Investment Tax Traps in Retirement
Carson Johnson, CFP®, CRPC™, NSSA™
6 Investment Tax Traps in RetirementHow Does Retirement Impact Your Taxes?
Carson Johnson, CFP®, CRPC™, NSSA™ and Alek Johnson, CFP®
How Does Retirement Impact Your Taxes?How does the Perennial Income Model™ Offer You Protection?
Scott M. Peterson, ChFC® and Jeffrey Lindsay, CFP®, CRPC
How does the Perennial Income Model™ Offer You Protection?How The SECURE Act 2.0 Impacts Your Retirement
Alex Call, CFP® and Carson Johnson, CFP®, CRPC™, NSSA™
How The SECURE Act 2.0 Impacts Your Retirement3 Strategies for retirees to save taxes through charitable giving
Mark Whitaker, MS, CFP®, CRPC and Daniel Ruske, CFP®
3 Strategies for retirees to save taxes through charitable givingHealth Insurance Options for the Early Retiree
Alek Johnson, CFP®
Health Insurance Options for the Early RetireeEstate Planning Considerations for Retirees
Carson Johnson, CFP®, CRPC™, NSSA™
Estate Planning Considerations for RetireesHow do Rising Rates Impact My Lump-Sum Pension
Mark Whitaker, MS, CFP®, CRPC and Carson Johnson, CFP®, CRPC™, NSSA™
How do Rising Rates Impact My Lump-Sum PensionLive Retirement Question & Answer
Scott M. Peterson, ChFC® and Alex Call, CFP®
Live Retirement Question & Answer15 Years of the Perennial Income Model: What Have We Learned?
Scott M. Peterson, ChFC® and Alex Call, CFP®
15 Years of the Perennial Income Model: What Have We Learned?Financial Considerations for Senior Missionaries
Scott M. Peterson, ChFC®
Financial Considerations for Senior Missionaries