Worry Free Hot Topics On-Demand Webinars The following Hot Topics are designed to address some of the basic concerns of the independent woman, business owners, or those who are retired or considering retirement.. These brief webinars provide you with a cost-effective way to learn at your leisure. At the end of each webinar you can sign up to receive my free Concept Piece to help you start living the live you dream about. 
Confused about Retirement? Retirement Basics As we live longer, healthier lives, we are retiring earlier and doing more in our retirement years. Regardless what we decide to do in retirement, we all dream of one thing: financial independence. A realistic retirement strategy can make it happen. Retirement Planning
Worried about funding your children's college education? Making the College Dream a Reality A college education might be one of the most important investments you’ll ever make. But the benefits of increased earning power and expanded horizons come at a price – college is expensive. Factor in more than one child, and the financial picture can seem particularly bleak. College Planning
Worried that your estate may go to Uncle Sam instead of your loved ones? Estate Planning Estate Planning is the process of mapping out how you want your personal and financial matters to be handled during periods of incapacity or at your death. An estate plan should be implemented with the assistance of an experienced estate planning attorney. Estate Planning Basics Advanced Estate Planning
Retirement Income - Concerned about Outliving Your Assets? Retirement Income Planning As you approach or enter retirement, your mindset needs to begin to move from accumulation to distribution. That’s what retirement income planning is all about – understanding how much annual income you’ll need during your retirement years to support the lifestyle that you want, and positioning your assets to provide that income. 2010 Roth IRA Conversions Before 2010 you could only convert a traditional IRA to a Roth IRA or an eligible roll over distribution (ERD) from an employer plan over to a Roth IRA, if you met two requirements. Since Jan 1, 2010, the income and filing status requirements for Roth conversions have been eliminated completely. This allows more individuals the options of converting funds to a ROTH IRA. Now, you can learn all about it. Annuities An annuity is an insurance-based contract between you and the issuer. Annuities provide tax deferred savings and a dependable income for life. It’s one of the most popular ways to supplement retirement income. An Introduction to Annuities Understanding Variable Annuities Retirement Income Planning Roth IRA Converstions
Worried about remaining Independent? Planning for Long Term Care Long-term care is expensive, and the cost is rising every year. Currently, the average annual cost of a 1 year stay in a nursing home is $68,255, and in many states the cost is much higher.
Every year, many Americans are impoverished by the need to pay for long-term care. But here’s some good news. With proper planning, you can avoid having this happen to you. Planning for Long Term Care
Worried that you don't understand enough about finance and investing? Investment Basics Investing is a carefully planned and prepared approach to managing and accumulating money. Investing is different for every individual. The investment plan that’s right for you depends largely on the level of comfort that you have when it comes to risk. Financial Planning Basics When you set goals, you’re defining your dreams for the future. Some of your goals may be things that you want soon, like paying off your credit card debt or buying a new car. Other goals may be more distant. Do you want to buy or build a new home? Start your own business? Pay for college for your child or grandchild? Retire early? Your goals are the foundation of your financial plan because you need to know what you want to accomplish before you can begin saving or investing. Once you’ve identified and prioritized your financial goals, you can develop a clear cut plan to turn your dreams into reality. Financial Planning Basics Investment Basics
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