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rF Presents Morningstar Webinar – “Investing for Retirement”

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September 2017
Free

rF Presents Morningstar Webinar – “Investing for Retirement”

September 28 @ 9:00 am - 10:00 am

The Social Security Administration estimates that you are likely to fall drastically short of your retirement income needs if you depend upon Social Security as your only source of income. Those not enrolled in qualified retirement plans, such as 401(k)s or pension plans, may find it difficult to meet retirement income needs. In addition, if you do not have post-retirement wages, the potential shortfall in your retirement planning may be even greater. To ensure a comfortable lifestyle during retirement, it…

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October 2017
Free

rF Webinar: Tax Management Strategies

October 2 @ 9:00 am - 10:00 am

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you can potentially reduce the impact of taxes on your overall investment returns.

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Free

rF Presents Morningstar Webinar – “Growth & Value Investing”

October 10 @ 9:00 am - 10:00 am

"In addition to size, stocks and portfolios of stocks (such as mutual funds) can be classified into growth and value styles based on certain characteristics. Understanding these styles is important because styles go in and out of favor with investors, leading to different investment returns for each style..." Join us to learn more about these important styles of investing and what it means for investors.

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Free

rF Webinar: Long-Term Care Protection Strategies

October 16 @ 9:00 am - 10:00 am

Long-term-care can be an expensive drain on family resources. People might be surprised by the number of Americans who may need long-term care if current trends remain in place. It makes sound financial sense to develop a strategy to protect yourself—and your family—should the need for long-term-care arise.

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Free

rF Presents Morningstar Webinar – “Investor Behavior”

October 24 @ 9:00 am - 10:00 am

"The efficient-market theory states that security prices efficiently incorporate all public information. Supporters of the efficient-market theory contend that if information about a particular security is publicly available to one investor, it is available to all investors. Consequently, the price of a security reflects its true investment value at all times. Asset allocation relies on the fact that markets are efficient and that investors behave in rational, predictable ways. However, investors do not always behave rationally—rational behavior is not as…

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Free

rF Webinar: Investment Strategies for Retirement

October 30 @ 9:00 am - 10:00 am

You’ve probably given a lot of thought to what your dream retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, retirement doesn’t come with guarantees. But a sound investment strategy is an excellent start toward helping you pursue your retirement goals.

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November 2017
Free

rF Presents Morningstar Webinar – “Taxes & Investment Performance”

November 9 @ 9:00 am - 10:00 am

"Marginal income tax rates and the number of brackets have varied greatly over time. The United States income tax system, as we know it, was enacted in 1913. Early on, only very high income individuals had to pay income tax. The image compares the highest and lowest marginal rates from 1926 to 2013. The highest marginal rate exceeded 90% during both World War II and the Korean War, while the lowest marginal rate rarely exceeded 20%. Overall, tax rates over…

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Free

rF Webinar: Managing your Lifestyle

November 13 @ 9:00 am - 10:00 am

Managing your lifestyle is all about making smart choices. Each lifestyle decision you make, from your choice of a home, to what you drive, to how you spend your leisure time, has an impact on your overall financial situation. We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

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Free

rF Presents Morningstar: Portfolio Diversification

November 21 @ 9:00 am - 10:00 am

"Diversifying your portfolio makes you less dependent on the performance of any single asset class. Effective diversification requires combining assets that behave differently when held during changing economic or market conditions. Moreover, investing in assets that have dissimilar return behavior may insulate your portfolio from major downswings..." Join us for this webinar to learn about the process and importance of diversification.

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Free

rF Webinar: Protecting Those Who Matter Most

November 27 @ 9:00 am - 10:00 am

Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits. Regardless of your life stage, consider reviewing your life insurance needs annually…

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