[accordion all_closed=”true”][apane title=”First Pane”]Pane One Content[/apane] [apane title=”Second Pane”]Pane Two Content[/apane] [apane title=”Third Pane”]Pane Three Content[/apane][/accordion] AUGUST
Investor Jeopardy! Fun and Fascinating Answers to All Your Questions!
Webinar
8/1/2016
1:00 PM – 2:00 PM
Registration & Details: http://ivywest.financial/Investory-Jeopardy
Description: Answer these five questions many investors ask with this amazing and fun investor education piece: Why Am I Underperforming The S&P? Why Am I Underperforming The Benchmarks? Why Am I In International Stocks? Why Don’t I Just Buy Low-Cost Retail Index Funds? Why Do I Need An Adviser?
Is Trump or Hillary Better for the Stock Market?
Lunch & Learn
8/4/2016
12:00 PM – 1:00 PM
Registration & Details: http://ivywest.financial/Trump-Hillary
Description: Will Trump or Hillary be better for the Stock Market(s)? Does it matter who controls the House or Senate? What if there is an economic crash? The answers and data are shocking.
The Problem with Chasing Returns (Circle of Wealth)
Webinar
8/9/2016
2:00 PM – 3:00 PM
Registration & Details: http://ivywest.financial/Chasing-Returns
Description: Getting 1 or 2% more in the stock market may not get you anywhere near your retirement goals. Discover how to optimize your
spending and minimize taxes and increase your retirement income.
College Funding: Minimizing College Costs & Maximizing Financial Aid
Workshop
8/11/2016
6:00 PM – 7:30 PM
Registration & Details: http://ivywest.financial/College-Costs
Description: Many parents think about this way too late. Many
grandparents aren’t sure what to do and are missing opportunities.
Most are making mistakes. Discover the keys to minimizing college
costs and maximizing financial aid as well as the best investment and
saving strategies.
Should I be in the Market – Safe Money
Webinar
8/17/2016
3:00 PM – 4:00 PM
Registration & Details: http://ivywest.financial/Safe-Money
Description: Think you should be in “safe money?” You may want to
think again. Equities are one of the greatest wealth creation tools
known to mankind. The comparisons are incredible!
Retirement Tax Minimization
Lunch & Learn
08/17/2016
12:00 PM – 1:00 PM
Registration & Details: http://ivywest.financial/Retirement-Tax
Description: Many people don’t think about how their retirement funds
will be taxed during retirement. Discover how to decide if you should
pay taxes on income now or later. What does the historical data say?
Why might your 401(k) benefit the government more than you.
Discover the truth from a CPA.
Rescuing Your 401K & IRAs
Webinar
08/25/2016
4:00 PM – 5:00 PM
Registration & Details: http://ivywest.financial/401K-IRA
Description: 401(k)s and IRAs may have hidden fees, taxes, risk, and
other contract provisions that can dramatically reduce what you earn.
Discover how to analyze your retirement accounts and rescue your retirement savings.
SEPTEMBER
Cracking the Retirement Code
Webinar
9/5/2016
1:00 PM – 2:00 PM
Registration & Details: http://ivywest.financial/Retirement-Code
Description: Stop wondering. Discover each key to cracking the
retirement code including how long you will live, income, social
security, healthcare, insurance, inflation, weddings, college savings,
travel, expenses during retirement, investments, retirement date,
income withdrawl strategy, estates, trusts, long term care, advanced
medical directives, and, especially, taxes! We walk through these in a
fun, interactive workshop that will make you say, “Whew. I am so glad
we did that!” and help you solve any challenges your family may be
struggling with.
Minimizing Taxes on Retirement Income
Lunch & Learn
09/08/2016
12:00 PM – 1:00 PM
Registration & Details: http://ivywest.financial/Retirement-Income
Description: Many people don’t think about how their retirement funds
will be taxed during retirement. Discover how to decide if you should
pay taxes on income now or later. What does the historical data say?
Do you think taxes will go up? Why might your 401(k) benefit the
government more than you. Discover the truth from a CPA.
OMG! What if _______ is elected!?!?!
Webinar
9/13/2016
2:00 PM – 3:00 PM
Registration & Details: http://ivywest.financial/
Description: Will Trump or Hillary be better for the Stock Market(s)?
Does it matter who controls the House or Senate? What if there is an
economic crash? The answers and data are shocking.
The Xs & Ox of Portfolio Optimization
Workshop
9/15/2016
6:00 PM – 7:30 PM
Registration & Details: http://ivywest.financial/Portfolio
Description: It’s football season! Discover the best plays when building
a portfolio and retirement income game plan. Good coaches don’t
“wing it.” Discover how sticking to science and academics can help
you play better defense against market risk while other financial
teams’ market timing and stock picking strategies are giving up big
plays.
The Science of Investing
9/21/2016
3:00 PM – 4:00 PM
Registration & Details: http://ivywest.financial/Science-Investing
Description: The science of investing outlines how portfolios are
designed and implemented. This powerful educational presentation
will show you the evidence of this science over the last 20 years and
point out why your investment savings may be at risk even though the
market has gone up recently.
Rescuing Your 401K & IRAs
9/22/2016
12:00 PM – 1:00 PM
Registration & Details: http://ivywest.financial/401K-IRA
Description: 401(k)s and IRAs may have hidden fees, taxes, risk, and
other contract provisions that can dramatically reduce what you earn.
Discover how to analyze your retirement accounts and rescue your retirement savings.