Events

Savvy Generational Planning: Why Estate Planning? Why Now?

Join our Savvy Tax Planning Webinar to learn how taxes impact your retirement savings at every stage. Hosted by George F. Vieth, CRPC, this event covers tax strategies, avoiding hidden tax traps, and estate planning tips. Ideal for individuals aged 50+, you'll gain actionable insights to minimize taxes and maximize retirement income. Register now!

Don’t Miss Out—Unlock Real College Savings at Our Next Parent Webinar

Join our Complementary monthly webinar, "Sending Your Child to College for Less Than the Advertised Price," and learn strategies to reduce college costs, avoid student loan debt, and protect your retirement savings. Gain valuable insights to make smarter financial decisions for your family. Save your spot today!

Save on College Costs Without Sacrificing Your Retirement

Join our Complementary monthly webinar, "Sending Your Child to College for Less Than the Advertised Price," and learn strategies to reduce college costs, avoid student loan debt, and protect your retirement savings. Gain valuable insights to make smarter financial decisions for your family. Save your spot today!

Save on College Costs Without Sacrificing Your Retirement

Join our Complementary monthly webinar, "Sending Your Child to College for Less Than the Advertised Price," and learn strategies to reduce college costs, avoid student loan debt, and protect your retirement savings. Gain valuable insights to make smarter financial decisions for your family. Save your spot today!

Savvy Social Security - What Boomers Need to Know

Most people tend to minimize the value of Social Security. If they understand that they are likely to get something back from the system at all, they think it will be a minimal amount, not really enough to count on. But Social Security is far more valuable than most people realize.

Earn 1 CPE Credit for CPAs, Attorneys, and Other Professionals and Learn About Social Security Claiming Strategies

Earn 1 hour of CPE and strategies and resources to help your clients with questions about Social Security and how to maximize their retirement income.

Savvy Social Security Claiming Strategies Webinar

In this short presentation, well be focusing on basic rules and strategies so you can find out what you need to know -- and no more.

Savvy Social Security for Women

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Savvy Social Security Planning for Couples Webinar

Savvy Social Security Planning for Couples. This is a very important part of financial planning. Although Social Security benefits are paid to individuals, the rules for spousal and survivor benefits mean that husbands and wives need to coordinate their benefits and make their claiming decisions as a couple.

Earn 1 CPE Credit for CPAs, Attorneys, and Other Professionals and Learn About Social Security Claiming Strategies

Earn 1 hour of CPE and strategies and resources to help your clients with questions about Social Security and how to maximize their retirement income.

Savvy Social Security for Women

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Savvy Social Security Claiming Strategies Webinar

In this short presentation, well be focusing on basic rules and strategies so you can find out what you need to know -- and no more.

Come by for a Thanksgiving Pie

Savvy Social Security - What Boomers Need to Know

Most people tend to minimize the value of Social Security. If they understand that they are likely to get something back from the system at all, they think it will be a minimal amount, not really enough to count on. But Social Security is far more valuable than most people realize.

Earn 1 CPE Credit for CPAs, Attorneys, and Other Professionals and Learn About Social Security Claiming Strategies

Earn 1 hour of CPE and strategies and resources to help your clients with questions about Social Security and how to maximize their retirement income.

Savvy Social Security for Women

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Linkedin for CPAs and Attorneys Lunch and Learn for 1 hour of CPE

Learn how to leverage LinkedIn for CPAs and Attorneys on November 6th. Enhance your online presence, reputation, and business growth with 13 easy-to-implement techniques. Find ideal clients, optimize your profile, use key search tools, follow up effectively, and integrate LinkedIn into your marketing strategy. Strengthen client relationships and boost your professional success!

Savvy Social Security- What's New in 2024

Let us help you: Identify possible benefits Explore claiming strategies See how Social Security fits into the rest of your retirement income plan

Savvy Social Security for Women for Scenic City Women's Network

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Savvy Social Security - What Boomers Need to Know

Most people tend to minimize the value of Social Security. If they understand that they are likely to get something back from the system at all, they think it will be a minimal amount, not really enough to count on. But Social Security is far more valuable than most people realize.

A Social Security Workshop

Learn how to maximize your Social Security benefits at a complimentary presentation by George Wealth Management. Discover new strategies, tax implications, claiming techniques, and more! Don't miss out on valuable insights to secure your retirement income. #SocialSecurity #retirementplanning

A Social Security Workshop

Learn key strategies to maximize Social Security benefits at a free presentation by George Wealth Management experts. Topics include optimizing benefits, tax implications, claiming strategies, and navigating recent legislation changes. Don't miss out on valuable insights!

Savvy Social Security for Women

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Savvy Social Security Claiming Strategies Webinar

In this short presentation, well be focusing on basic rules and strategies so you can find out what you need to know -- and no more.

Savvy Social Security Planning for Couples Webinar

Savvy Social Security Planning for Couples. This is a very important part of financial planning. Although Social Security benefits are paid to individuals, the rules for spousal and survivor benefits mean that husbands and wives need to coordinate their benefits and make their claiming decisions as a couple.

Savvy Cyber Security Lunch and Learn

Savvy Social Security- What's New in 2024

Let us help you: Identify possible benefits Explore claiming strategies See how Social Security fits into the rest of your retirement income plan

Savvy Social Security - What Boomers Need to Know

Most people tend to minimize the value of Social Security. If they understand that they are likely to get something back from the system at all, they think it will be a minimal amount, not really enough to count on. But Social Security is far more valuable than most people realize.

Savvy Social Security Planning for Couples Webinar

Savvy Social Security Planning for Couples. This is a very important part of financial planning. Although Social Security benefits are paid to individuals, the rules for spousal and survivor benefits mean that husbands and wives need to coordinate their benefits and make their claiming decisions as a couple.

Savvy Medicare Roundtable for CPA's and Earn 1 hour of CPEs

You will learn 3 key points:  If you do not enroll in Medicare on time, you will pay a monthly penalty. If you do not get the right private insurance to go with Medicare, you may pay too much in premiums or out-of-pocket costs. If you do not plan for higher health care costs in retirement, you could run out of money or not be able to get the care you need.

Savvy Social Security- What's New in 2024 (copy)

Let us help you: Identify possible benefits Explore claiming strategies See how Social Security fits into the rest of your retirement income plan

Savvy Social Security - What Boomers Need to Know

Most people tend to minimize the value of Social Security. If they understand that they are likely to get something back from the system at all, they think it will be a minimal amount, not really enough to count on. But Social Security is far more valuable than most people realize.

Earn 1 CPE Credit for CPAs, Attorneys, and Other Professionals and Learn About Social Security Claiming Strategies

Earn 1 hour of CPE and strategies and resources to help your clients with questions about Social Security and how to maximize their retirement income.

A Social Security Workshop

Learn how to maximize your Social Security benefits at a complimentary presentation by George Wealth Management. Discover new strategies, tax implications, claiming techniques, and more! Don't miss out on valuable insights to secure your retirement income. #SocialSecurity #retirementplanning

Savvy Social Security Planning for Couples Webinar

Savvy Social Security Planning for Couples. This is a very important part of financial planning. Although Social Security benefits are paid to individuals, the rules for spousal and survivor benefits mean that husbands and wives need to coordinate their benefits and make their claiming decisions as a couple.

Savvy Social Security Claiming Strategies Webinar

In this short presentation, we’ll be focusing on basic rules and strategies so you can find out what you need to know -- and no more.

Savvy Social Security for Women

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Savvy Social Security- What's New in 2024

Let us help you: Identify possible benefits Explore claiming strategies See how Social Security fits into the rest of your retirement income plan

Earn 1 CPE Credit for CPAs, Attorneys, and Other Professionals and Learn About Social Security Claiming Strategies

Earn 1 hour of CPE and strategies and resources to help your clients with questions about Social Security and how to maximize their retirement income.

Savvy Social Security - What Boomers Need to Know

Most people tend to minimize the value of Social Security. If they understand that they are likely to get something back from the system at all, they think it will be a minimal amount, not really enough to count on. But Social Security is far more valuable than most people realize.

Savvy Social Security for Women

Social Security is very important to women. Women represent 56 percent of all Social Security beneficiaries aged 62 and older, and about 66 percent of all beneficiaries aged 85 and older. Whether you are married or single, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

Infrastructure Fund Webinar

The fund’s investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Development Goals through their products and services.

State of the Markets 2024

State of the Markets 2024

Afternoon of TopGolf Lunch and Learning about Private Equity Investing with Stepstone

Join me at a lunch, learn, and play at Topgolf. This quarter's education partner is StepStone Private Wealth. This is an opportunity to learn more about Private Equity investing in a fun, relaxing environment where you can ask questions and get to know the sponsor, StepStone Private Wealth, to see if you feel like they could be right for you in a no-pressure space.

Understanding Social Security Decisions - Webinar (copy)

College Funding Webinar

Does the expense of college make sense and how to pay for it.

Understanding Social Security Decisions - Webinar

College Funding Webinar

Does the expense of college make sense and how to pay for it.

Understanding Social Security Decisions Webinar

Recovering From Financial Hardship

Financial setbacks are not the end of the world. You will learn in the presentation how to get back on track and develop strategies to minimize setbacks in the future.

Understanding Social Security Decisions Webinar

INVEST AN HOUR IN AN UNDERSTANDING SOCIAL SECURITY WEBINAR

Fun webinar to learn how you could maximize your Social Security benefits in a fun hour-long presentation by guest Speaker Jody Harris.

Wealth Optimization Educational Seminar for Families with Special Needs

Learn wealth optimization strategies that will help to give you clarity and confidence about your financial future.

Wealth Optimization Educational Seminar

Learn wealth optimization strategies that will help to give you clarity and confidence about your financial future.

Taste and Learn (copy)

Presentation of investing basics for families with special needs.Wine Tasting.