Medicare: Planning Healthcare Costs In Retirement
Enrolling in Medicare is an important milestone as you approach retirement. If you are concerned about healthcare costs, now is the time to start planning. How much is enough to save? What does Medicare cover? Will you need other insurance?
Webinar Date: September 19th, 2023
Cybersecurity and Defending Against Identity Theft
Millions fall victim to identity theft or fraud every year. Is someone using your personal information to open accounts, claim social security, file taxes, or make purchases? Discover over 15+ steps you can take to ensure your personal information is secure.
Webinar Date: July 11th, 2023
Understanding Your Rollover Options And Retirement Income Strategies
Changing jobs is a common experience for most U.S. workers. What is the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings? Join us as we discuss:
- 5 options to consider when leaving employment
- Pros and cons of each strategy
- Real-world examples to help navigate your pension options and retirement plan
Webinar Date: Session #1 May 18th, 2023
Building A Strong Financial Future: Strategies For Ages 30s, 40s, & 50s
Whether you are establishing a career, growing your family, or accumulating assets, your 30s, 40s, and 50s are impactful years when preparing for retirement. Discover essential money management strategies for your life stage to help build a strong financial future for you and your loved ones.
Webinar Date: April 25, 2023
How To Build Your Own Wealth Plan: Money Matters Spring 2023 Session
Join Pima Community College and OneAZ Wealth Management in this virtual event, where we discuss the basics and importance of developing your own personalized wealth plan. Discover key skill sets to implement in retirement and investment planning.
Event Date: March 9th, 2023
The Top 11 IRA Planning Mistakes To Avoid
Retirement planning is one of the most important financial goals of your future. Avoid these commonly made IRA planning mistakes to take full advantage of your savings in your golden years.
Webinar Date: March 7th, 2023
2023 Economic Outlook
What’s in store for the U.S. markets and economy in 2023? What recent adjustments in the economy may impact you in the coming year? Discover key insights to be better prepared for 2023.
Webinar Date: February 7th, 2023