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Educational Webinars

Introducing Retirement Readiness Webinar Series

Below are 3 webinar workshops that are designed for “Boomers” preparing for retirement to help build their confidence and readiness for a successful, thriving retirement. These three distinct webinars are approximately 30 – 40 minutes in length and are designed for participants to simplify and build confidence in the retirement planning process.

The three events include:

  1. Savvy Social Security Planning for Boomers

    Questions to be explored: When should I apply for Social Security? What if I want to keep working? What if I’ve already applied? How much will my benefits be? How can I coordinate spousal benefits? What is the best long-term strategy for my situation? What are the crucial items to consider in determining my Retirement Income Strategy? How to boost my benefits? How to maximize my benefits? How are my Social Security benefits taxed? How do I apply strategy to taxation?

    Savvy Social Security Planning for Boomers October 2011

  2. Managing & Positioning Your Investment Portfolio

    Investing for income is very different than investing for growth. Additionally, issues associated with risk and reward will be identified as it relates to an income/withdrawal strategy. Exploring how to build a market-savvy portfolio and utilizing complimentary strategies can generate the income needed with less risk. Building an effective, personalized, tax efficient investment plan is a key ingredient to retirement confidence.

    “Principles of Investing and Investor Behavior” presentation provided courtesy of Morningstar, Inc. ®. Morningstar, Inc. ® is not affiliated with INVEST Financial Corporation.

    Retirement Readiness - Managing and Positioning Your Investment Portfolio October2009

  3. Will You Thrive Or Survive In Retirement?

    Transitioning assets into income will help to replenish the income from work. Building a retirement planning process will help craft a complete income strategy that accounts for inflation, tax efficiency, risk tolerance, and timeline to provide for the income needs of retirement. Additionally, a solid plan provides for other potential goals such as planning for legacy and long term care objectives.

    “But What If I Live” presentation provided courtesy of Jackson National Life, an affiliated company of INVEST Financial Corporation.

    Retirement Readiness - Will You Thrive Or Survive In Retirement November 2009

About the speaker:

Joel C. Magruder I, CFP®, ChFC®, CLU®, LUTCF, CLF®, CASL™ is the founder and President of Financial Partners Group, Inc. a financial advisory and education based planning firm. Mr. Magruder is a frequent speaker and dedicated author to the financial planning industry and corporate audiences on the subject of the Retirement Planning. More information is available at www.financialpartnersgroup.net.

Chartered Advisor for Senior Living (CASL) conferred by The American College