Webinar Details:
Date: July 22, 2021
This webinar has already ended.
SOCIAL SECURITY STRATEGIES
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with Johnny Angel, Pacific Life
Learn how to make Social Security work for you! Discover strategies you might use to achieve your retirement goals and meet your financial needs. This webinar will cover:
- The Primary Insurance Amount (PIA)
- The ideal time to claim Social Security benefits
- How Social Security benefits affect your spouse
- And more!
Webinar Details:
Date: September 9, 2021
This webinar has already ended.
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Estate Planning Under the Proposed Biden Tax Acts
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with Jim Duggan, MBA, JD, Duggan Bertsch, LLC
This webinar will cover the Biden Administration’s “For the 99.5% Act,” introduced to Congress in late March.
You will learn about:
- How your estate tax obligation and planning structure may be altered by additions, removals, and amendments to the Internal Revenue Code
- The potential impact of proposed income tax law changes on high income and high net worth clients
- What these proposals mean to you, and what you should do if enacted
Webinar Details:
Date: October 21, 2021
This webinar has already ended.
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Navigating Turbulent Financial Markets
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with Apollo Lupescu, PhD, VP, Dimensional Fund Advisors
As we move into the last quarter of 2021 we can look back on the year and see what lessons we learned from financial markets and address trends and questions that have arisen. Partners Wealth Management is proud to offer you the opportunity to engage with Apollo D. Lupescu, PhD and Vice President at Dimensional Fund Advisors, one of the largest and most reputable investment managers in the country to discuss:
- The impact inflation has on markets
- Cryptocurrency demystified
- Considerations in an all-time high market
- The role of fixed income and equities in portfolios
- Opportunity for Q&A and open topics
Webinar Details:
Date: November 18, 2021
This webinar has already ended.
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Employee Stock Ownership Plans (ESOP): Modern Plan Design Trends in a Rising Tax Environment
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with Daniel Zugell, CLU, ChFC, LUTCF, AEP, Business Transitions Advisors
This valuable presentation examines modern Employee Stock Ownership Plans (ESOPs) in detail, covering:
- How ESOPs remain a very tax advantaged method of transferring a closely held business to family or key management
- How current corporate structuring methods and creative financing techniques create unapparelled current and future seller benefits and corporate growth opportunities
- The four major ESOP tax advantages, including family and charitable estate planning techniques
- Corporate control and valuation concerns
Webinar Details:
Date: February 24, 2022
This webinar has already ended.
Student Debt Benefit Programs for Employers
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with Tim Machenheimer, Fidelity Investments
This webinar for Business Owners will demonstrate how a Student Debt Benefits Program can…
- Attract quality candidates: Employers gain a competitive advantage in recruiting
talent by offering this benefit - Improve retention: Employers keep their employees and save money on hiring and training new ones
- Enable employees to reach their goals: Direct participants have the potential to increase their 401(k) deferral rates
Webinar Details:
Date: May 5, 2022
This webinar has already ended.
Healthcare in Retirement: The Prescription is Planning
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with Johnny Angel, Pacific Life
This webinar will cover Medicare topics as they relate to healthcare in retirement. Among the many golden nuggets, you will learn:
- To understand and apply enrollment periods
- The two roads of Medicare and the associated parts, including SHIP (State Health Insurance Assistance Program)
- What to do when you have a “life changing event” and how and when to use form SSA-44
Webinar Details:
Date: July 21, 2022
This webinar has already ended.
COMPREHENSIVE ASSET PROTECTION PLANNING
John Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF with James M. Duggan, Duggan Bertsch, LLC
Estate planning is incomplete if it does not simultaneously contemplate asset protection during one’s lifetime. This presentation will provide a survey of a wide variety of asset protection techniques, from the very simple to the more complex. In addition, combination strategies will be explored as well as relative impact.
Key Topics:
- Exempt Asset Planning
- Asset Protection Trusts
- Limited Liability Companies and Charging Orders
Webinar Details:
Date: August 18, 2022
This webinar has already ended.
Women, Money, and Power® Financial Strategies: Take control of your financial future
Cheryl Stella Dalisay, President, Stellar Strategic Services, Inc. & Marketing Manager, Partners Wealth Management with Bethany Esse, Sales Development Program Manager, Allianz Life Insurance Company of North America
This webinar explains the importance of women working with a financial professional and to be more involved in planning their financial strategies. Women will learn why it’s critical to have a financial strategy, explore their financial personalities, and learn how to take control of their financial futures.
- Learn why you need a financial strategy
- Determine which of the five distinct financial personalities you identify with
- Take the first steps to help you become more financially secure by developing your own financial strategy
Webinar Details:
Date: TBD
Time:
Cost: Free