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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 19, 2020

9:00a - 10:00a

Brick Retirement Group

September 18, 2020

10:00a - 10:30a

Webinar

July 22, 2020

11:00a - 12:00p

Webinar

July 15, 2020

11:00a - 12:00p

Webinar

July 8, 2020

12:00p - 1:00p

Webinar

July 7, 2020

11:00a - 12:00p

Webinar

July 1, 2020

11:00a - 12:00p

Webinar

June 24, 2020

11:00a - 12:00p

Webinar

Taxes and Roth IRA Conversions Webinar

Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax-free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

June 17, 2020

6:00p - 7:00p

Webinar

Sequence Of Returns Webinar

Index annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks and how the variables are calculated.

June 10, 2020

11:00a - 12:00p

Webinar

May 28, 2020

6:00p - 7:30p

Webinar

May 26, 2020

6:00p - 7:30p

Webinar

May 15, 2020

11:00a - 1:00p

Webinar

May 13, 2020

11:00a - 1:00p

Webinar

May 7, 2020

6:00p - 8:00p

Webinar

Event Registration


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