Videos

Filter Video by:
Charitable Gift Planning Strategies for 2020

Videos

Charitable Gift Planning Strategies for 2020

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

Read More
Rewirement: Rewiring The Way You Think About Retirement

Videos

Rewirement: Rewiring The Way You Think About Retirement

Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

Read More
Taxes Through the Four Stages of Retirement

Videos

Taxes Through the Four Stages of Retirement

There are important differences with taxes that start in retirement, and not knowing them can negatively impact your ability to retire well. With the Tax Cuts and Jobs Act, SECURE Act, and CARES Act we feel it’s more important than ever to understand your biggest retirement risks and how they may impact you and your tax situation during retirement.

Read More
How Retirement Planning Changed in 2020

Videos

How Retirement Planning Changed in 2020

Jamie Hopkins, Director of Retirement Research at Carson, hosts “How Retirement Planning Changed in 2020.” The impact will be felt for years to come, including on retirement planning, a vital area of personal finance: Click Here to Watch the Webinar

Read More
Q3 Market Outlook Webinar

Videos

Q3 Market Outlook Webinar

Scott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar

Read More
How You Retire Matters

Videos

How You Retire Matters

In this webinar we’ll explain what you need to consider as you prepare to move into or live in retirement. We hope you will walk away with a clearer understanding of some of the biggest retirement risks and the approaches that can help you make prudent decisions for your situation.  

Read More
Quarterly Market Outlook: Q3 2020

Videos

Quarterly Market Outlook: Q3 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Read More
Planning for Retirement: Medicare, Medicaid and Long-Term Care

Videos

Planning for Retirement: Medicare, Medicaid and Long-Term Care

Jamie Hopkins, Director of Retirement Research with our partners at Carson Group, put together an on-demand webinar to help you start thinking about these foundational pieces of retirement. Click Here to Watch the Webinar

Read More
Tax Planning in 2020: What to Expect This Year and Beyond

Videos

Tax Planning in 2020: What to Expect This Year and Beyond

With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar

Read More
How Social Security Fits into Your Retirement Plan

Videos

How Social Security Fits into Your Retirement Plan

There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar

Read More