2024 Webinars & Events

  • Social Security Planning

    January 18

  • Individual Tax Planning

    February 15

  • Insurance Planning

    March 21

  • Client Appreciation Event

    April 28

  • Estate Planning I, Basics

    May 16

  • Ins and Outs of our Investment Strategy

    June 20

  • Retiree Healthcare

    July 18

  • Medicare with Castle Senior Benefits

    August 15

  • Long-Term Care

    September 19

  • Year-End Planning

    October 17

  • Shred Event

    November 14

Interactive Webinars

Our webinars are designed and presented by our three CERTIFIED FINANCIAL PLANNERS™ at Main Street Retirement. We welcome all clients and guest to join us and interact with live questions and answers!

Webinars presented at 10am and 7pm (CST) via Zoom.

Social Security Planning

  • What should you consider before applying for Social Security?

  • When does it make sense to delay your Social Security benefits?

  • What mistakes and pitfalls should you watch out for when filing?

  • How are benefits impacted if you are widowed?

  • Divorced? Learn how this affects your Social Security

Individual Tax Planning

  • What does the history of U.S. tax law tell us about future taxes?

  • How can I avoid Medicare Penalties due to my income?

  • What are the tax benefits of Qualified Charitable Distributions?

  • Should I consider a Roth Conversion?

Insurance Planning

  • When is it good to idea to have insurance and which kind fits your plan?

  • When would insurance not make sense for your financial plan?

  • Can you get out of insurance you no longer need? Is it possible to make a mistake?

  • What do the advisors think about annuities?

Estate Planning I, Basics

  • What is Probate and should I be worried about it?

  • What is included in an Estate Plan, and do I need a Trust?

  • Do I need a Will and Power of Attorney Documents?

  • Who can make Medical or Financial Decisions for me if I am unable?

The Ins and Outs of Our Investment Strategy

  • How can I invest so that my money will last a lifetime?

  • Why is it important to avoid large losses in retirement?

  • How do I play defense with my investments in a market downturn?

  • What is market Capitulation and Recovery?

  • How do we re-enter the market to capture upside without undue risk?

Retiree Healthcare

  • What are your healthcare options for retirement?

  • What are the 4 parts of Medicare, and how much does each cost?

  • Will my spouse be covered by my plan?

  • What else do you need to know before you sign up? Are there penalties that can apply?

Medicare, with Castle Senior Benefits

  • Important factors to consider about Medicare before you turn 65

  • Changes in Medicare that could impact you this year

  • What choices need to be made when going on Medicare?

  • How can you avoid penalties or other pitfalls when starting Medicare?

Long-Term Care Planning

  • If you need Long Term Care (LTC), how will you pay for it?

  • When should you consider a LTC insurance policy, and what does it cover?

  • Will Medicare pay towards your LTC needs?

  • What are the differences of Skilled, Intermediate, Nursing Home, and Custodial care?

  • If you have an existing LTC insurance policy, is it still adequate?

  • What should you do if your present LTC insurance premium keeps going up?

Year-End Planning

  • Should you consider a Roth Conversion?

  • What does it mean to fill up your “Tax Bucket?”

  • Free Tax Preparation Resources next April

  • What items should you be reviewing annually for your household?

  • Are there any Tax Law Changes that affect your Retirement Plan?

Shred Event

  • Drive-thru with shred truck on site

  • Snacks and beverages provided