Upcoming Live Events
Navigating Retirement can be complex and evaluating the many options while running our already busy life can be a challenge. Our webinars and live presentations are designed with education in mind. The objective is to show you the concepts behind the recommendations we make. We look forward to seeing you at our next event!
Social Secruity Benefits Workshop
Tuesday, January 14th, 2025 6 pm - 7:30 pm
- Mercer University
- 975 Blairs Bridge Rd, Lithia Springs, GA 30122
- How to properly file for Social Security Benefits.
- Maximize the amount you are eligible to receive.
- How to avoid the most common mistakes people make when claiming their benefits.
- Optimize your assets to minimize or avoid paying taxes on your social security benefits.
- How much income you can make and still draw social security.
- You can give away $100,000 or more by making the wrong selection!
Retirement Income Planning
Tuesday, January 21st, 2025 6 pm - 7:30 pm
- Mercer University
- 975 Blairs Bridge Rd, Lithia Springs, GA 30122
- Understand Key Sources of Retirement Income: Learn how Social Security, pensions, and personal savings can work together to support your financial needs in retirement.
- Strategies for Tax-Free Retirement Income: Discover options like Indexed Universal Life (IUL) and Roth conversions to potentially minimize your tax burden during retirement.
- Protect Against Longevity Risks: Explore strategies to ensure your savings last, regardless of how long you live, so you don’t outlive your resources.
- Inflation Protection Tactics: Find out how to protect your purchasing power against rising costs, so your retirement income keeps pace with inflation.
- Personalized Income Planning: Get insights into building a reliable income stream based on your unique needs and lifestyle.
- Estate Planning Basics: Learn about important considerations for passing wealth to heirs, from beneficiary designations to strategies for tax-efficient transfers.
- Tools to Combat Market Volatility: Learn how to balance growth and security in your investments to protect your income from market downturns.
Living a Tax Free Retirement
Tuesday January 29th 6:00pm - 8:00 Pm
- Mercer University
- Workforce Innovation Lab (WIL)
- 975 Blairs Bridge Road | Lithia Springs, GA 30122
- How to establish a retirement strategy tailored to your goals and objectives while considering your risk tolerance.
- Identify the IRA Ticking Time Bomb.
- How to optimize your asset allocation to minimize risk of loss.
- Why paying off your mortgage early might be a bad idea.
- How to use your banking strategies to become your own banker.
- How to use current IRS tax codes to create a tax-free retirement.
- How to generate predictable and reliable income for life.
Estate Planning Basics
October 1st 6:00pm - 8:00 pm
- Mercer University
- 975 Blairs Bridge Road | Lithia Springs GA 30122
Secure Your Legacy: Discover the essentials of estate planning to protect your assets and ensure your loved ones are provided for.
Avoid Probate Hassles: Learn how to structure your estate to minimize probate, save time, and reduce costs for your beneficiaries.
Plan for Tax Efficiency: Gain insights on strategies to reduce estate taxes and preserve more wealth for future generations.
Protect Minor Children: Understand the importance of guardianship designations to safeguard your children’s future.
Power of Attorney & Healthcare Directives: Get clarity on how to establish clear instructions for financial and medical decisions if you become unable to make them.
Ensure Your Wishes Are Honored: Learn how to create a will or trust that reflects your unique goals and values, giving you peace of mind.
upcoming Webinars
Women Wine and Wealth
Saturday, August 17th , 2024 11:30 am - 2:30 pm
Unveil the power of financial wisdom at Women, Wine, and Wealth – an exclusive event by Edward Financial Group. Savor exquisite wines as you delve into a comprehensive financial seminar tailored for women, where we craft personalized written financial and legacy plans. Join us in a celebration of empowerment, knowledge, and connections. Elevate your financial future with a perfect blend of expertise, fine wines, and the camaraderie of like-minded women and their significant others.
7 Risks to Retirement
November 18th 8 pm- 8:30 pm
It is imperative for every retiree to be cognizant of the seven key risks associated with retirement, as they have the potential to disrupt one’s envisioned retirement lifestyle. This webinar proves beneficial regardless of whether you have already finalized your retirement plan or are in the initial stages of contemplating your retirement journey. The seven risks encompass Longevity Risk, Inflation, Sequence of Returns, Withdrawal Rate Risk, Social Security, Health Care, and Taxation.
It is crucial to incorporate preventive measures within your retirement plan to mitigate these risks and ensure the resilience of your financial strategy. Please join us for a webinar that talks through these risks ensuring a better outcome for your retirement.