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June 2016
Free

rF Presents Morningstar Webinar – “Global Investing”

June 29 @ 8:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Global-Investing-300x180

"In 2013, the total developed world stock market capitalization was $31.9 trillion, with $14.6 trillion representing international stock market capitalization. With trade barriers reduced and markets becoming more open, there has been an increase in global business activity. The domestic (U.S.) stock market continues to represent a significant portion of the world stock market capitalization. However, if you choose to exclude international investments from your portfolio, you are ignoring approximately half of the world’s investable assets..." Join us for this…

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July 2016
Free

rF Live Demo: John and Jane Doe’s Financial Plan Explained

July 8 @ 9:00 am - 10:00 am
rF Live Demo:,
Online Webinar: Requires registration by clicking below to the left:
Financial-Plan-Magnify-Live-Demo-button-225x160

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review John and Jane Doe's actual Financial Plan so you can get a first hand experience of the planning that we do and how we might be able to help you with your planning. Their plan reviews survivorship, Insurance , retirement, and estate planning.

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Free

rF Presents Morningstar Webinar – “Investing for Retirement”

July 15 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Investing-for-Retirement-300x200

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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Free

rF Webinar: Tax Management Strategies

July 18 @ 9:00 am - 10:00 am
rF Webinar: Tax Management Strategies,
Online Webinar: Requires registration by clicking below:
tax-management-strategies

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 Live Demo: Investment Management Process

July 22 @ 9:00 am - 10:00 am
rF Live Demo: AM,
Online Webinar: Requires registration by clicking below to the left:
Invest-Management-Live-Demo-Button-225x166

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review our investment management process and how we actually manage money for our clients. You will learn the investment philosophy that we subscribe to and how we transform that into a focused and disciplined investment strategy that is rigorously implemented everyday. In doing this you will see a sample of the actual process and technology that we utilize to take care of client accounts so that you…

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Free

rF Presents Morningstar Webinar – “Growth & Value Investing”

July 26 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Growth-and-Value-Investing-300x226

"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 Live Demo: John and Jane Doe’s Financial Plan Explained

July 29 @ 9:00 am - 10:00 am
rF Live Demo:,
Online Webinar: Requires registration by clicking below to the left:
Financial-Plan-Magnify-Live-Demo-button-225x160

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review John and Jane Doe's actual Financial Plan so you can get a first hand experience of the planning that we do and how we might be able to help you with your planning. Their plan reviews survivorship, Insurance , retirement, and estate planning.

Find out more »
August 2016
Free

rF Webinar: Long-Term Care Protection Strategies

August 1 @ 9:00 am - 10:00 am
rF Webinar: Long-Term Care Protection Strategies,
Online Webinar: Requires registration by clicking below:
long-term-care-protection-strategies

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 – “Taxes & Investment Performance”

August 10 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Taxes-and-investment-performance-300x200

"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 Live Demo: John and Jane Doe’s Financial Plan Explained

August 12 @ 9:00 am - 10:00 am
rF Live Demo:,
Online Webinar: Requires registration by clicking below to the left:
Financial-Plan-Magnify-Live-Demo-button-225x160

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review John and Jane Doe's actual Financial Plan so you can get a first hand experience of the planning that we do and how we might be able to help you with your planning. Their plan reviews survivorship, Insurance , retirement, and estate planning.

Find out more »
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