Financial Wellness Sessions
MAY/JUNE
"Sources of Retirement": (Exclusive Webinar for Temple University Faculty and Staff): May 15, 10:00am EST
This session outlines common sources of retirement income including 401(k)s, IRAs (Traditional & Roth), Social Security, Annuities, and other secondary sources of income. We will also discuss the importance of aligning types of income and expected expenses (4-Box Strategy). Permanent life insurance cash value for supplemental retirement income is also highlighted.
"Retirement Risks": (Exclusive Webinar for Temple University Faculty and Staff): May 15, 11:00am EST
This session provides an overview of five retirement risks that many retirees may face: 1) Longevity 2) Inflation 3) Rate of Withdrawal 4) Asset Allocation and 5) Health Care. A discussion of what each risk is, what it may affect, and ideas to help overcome each are offered. Interrelation of different risks is highlighted.
"Estate and Business Planning: What you Really Need to Know": Webinar on May 21, 9:00am EST
Hosted by Creative Financial Group with Kathryn Wakefield, JD, CLU® Director, Mass Mutual
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"Financial Wellness Workshop: Asset Allocation" - Webinar on June 3 at 12:00pm, EST
With James F. Burns, Jr., Financial Advisor, Creative Financial Group
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"Financial Wellness Workshop: Investments" - Webinar on June 18 at 6:00pm, EST
Hosted by Creative Financial Group with Vince Tagliafferi, CFP, Chief Investment Officer
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APRIL
"Understanding Social Security: What You Need to Know": Webinar on April 24, 12:00pm, EST
With Jessie Silvent, Public Affairs Specialist with the Social Security Administration
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"The Five Estate Planning Documents You Should Know About": Webinar on April 16, 6:00pm, EST
Hosted by Creative Financial Group with Michele B. Collins, JD, Director-Advanced Sales, Mass Mutual
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"Financial Goal Setting": April 10, 12:00pm, EST
Exclusive webinar for Temple University Faculty and Staff
An informative session designed to help set financial goals for: Income, Savings, Retirement, and Debt.
Using a simple formulation (5-10-15-20), we’ll provide specific, achievable and challenging financial goals that you can make your own - including tips on reaching those goals as well.
MARCH
"Estate Planning: Begin with a Will": March 13th, 6:30pm; Middletown Township, 3 Municipal Way, Langhorne, PA
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"Understanding Social Security": March 27th, 4:30pm; Middletown Township, 3 Municipal Way, Langhorne, PA
With Jessica Silvent, Public Affairs Specialist with the Social Security Administration
Click here for >> Description and Registration
FEBRUARY
"Planning for Retirement": February 13th, 6:30pm; Middletown Township, 3 Municipal Way, Langhorne, PA
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"Common Money Mistakes": February 20th, at 6:30pm; Middletown Township, 3 Municipal Way, Langhorne, PA
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JANUARY
"Estate Planning: Begin with a Will": January 16th, 6:30pm; Middletown Township, 3 Municipal Way, Langhorne, PA
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"Financial Goal Setting": January 23rd, 12:00pm; Exclusive webinar for Compucom
An informative session designed to help set financial goals for: Income, Savings, Retirement, and Debt.
Using a simple formulation (5-10-15-20), we’ll provide specific, achievable and challenging financial goals that you can make your own - including tips on reaching those goals as well.
"Understanding Social Security": January 30th, 4:30pm; Middletown Township, 3 Municipal Way, Langhorne, PA
With Jessica Silvent, Public Affairs Specialist with the Social Security Administration
Click here for >> Description and Registration
. . .
2024
DECEMBER:
"Retirement Risks": (Exclusive Webinar for Temple University School of Podiatric Medicine): Friday, December 13, 1:00pm
Understanding retirement risks is critical to an individual’s long-term financial well-being. However, during retirement these risks may be more impactful and interrelated. This session provides an overview of five retirement risks that many retirees may face: 1) Longevity 2) Inflation 3) Rate of Withdrawal 4) Asset Allocation and 5) Health Care
We’ll discuss each risk, what they may affect, and identify steps to help alleviate the negative impacts of each risk. All attendees will receive our “Risk Tolerance Quiz” – a valuable resource to help you make informed financial decisions, including asset allocation and diversification.
NOVEMBER:
"Retirement Risks": Thursday, November 7, 6:30pm, Middletown Township Building, 3 Municipal Way, Langhorne, PA
Understanding retirement risks is critical to your long-term financial well-being. This session provides an overview of five retirement risks that many retirees may face: 1) Longevity 2) Inflation 3) Rate of Withdrawal 4) Asset Allocation and 5) Health care. A discussion of what each risk is, what it may affect, and ideas to help overcome each are offered. All attendees will receive our "Risk Tolerance Quiz" – a valuable resource to help make informed financial decisions, including asset allocation and diversification.
Click here for >> Description and Registration
OCTOBER:
"Estate Planning: Begin with a Will": October 2, 6:30pm, Webinar
An estate plan is a strategy for how your assets will be transferred after death. A Will is the cornerstone of your estate plan and is created so that state law does not determine how your estate is divided. Jim will discuss the essential components of a Will as well as Trusts, Gifting, and Life Insurance. All attendees will receive our “Will Checklist” - an easy-to-use tool that helps put next steps into action.
Click here for >> Description and Registration
"Sources of Retirement Income": October 10, 6:30pm, Middletown Township Building, 3 Municipal Way, Langhorne, PA
Planning for retirement income is an important part of your long-term financial well-being. This session outlines common sources of retirement income including 401(k)s, IRAs (Traditional & Roth), Social Security, Annuities, and other secondary sources of income. We will also discuss the importance of aligning types of income and expected expenses (4-Box Strategy). All attendees will receive our "Risk Tolerance Quiz" – a valuable resource to help make informed financial decisions, including asset allocation and diversification.
Click here for >> Description and Registration
"Estate Planning: Begin with a Will": October 24, 6:30pm, Middletown Township Building, 3 Municipal Way, Langhorne, PA
An estate plan is a strategy for how your assets will be transferred after death. A Will is the cornerstone of your estate plan and is created so that state law does not determine how your estate is divided. Jim will discuss the essential components of a Will as well as Trusts, Gifting, and Life Insurance. All attendees will receive our “Will Checklist” - an easy-to-use tool that helps put next steps into action.
Click here for >> Description and Registration
SEPTEMBER:
"Understanding Social Security": September 12, 2:00pm, Middletown Township Building, 3 Municipal Way, Langhorne, PA
During this session we’ll provide an overview of Social Security and how it works, including eligibility and Primary Insurance Amount, filing options, the importance of timing, and spousal benefits. We’ll also discuss implications of working after beginning to collect benefits and other considerations that can impact filing decisions. BONUS!: Jessica Silvent, Public Affairs Specialist with the Social Security Administration, will join us for the session which will include plenty of time for Q&A. Come with your questions!
Click here for >> Description and Registration
The WIT Network - Philly Chapter Event: "Financial Wellness for Women": Sept. 18, 6:00pm, CREATIVE Financial Group, Newtown Square, PA
In this session we'll discuss the importance of understanding the foundations of various financial concepts which are critical to women’s long-term financial well-being -- Saving, Investing, Protecting, Retiring and Wills & Estate Planning. All attendees will receive our "Risk Tolerance Quiz" – a valuable resource to help make informed financial decisions, including asset allocation and diversification.
Click here for >> Description and Registration
"Women and Finances": September 26, 6:30pm, Middletown Township Building, 3 Municipal Way, Langhorne, PA
Having control over finances is a key part of a woman's long-term financial well-being. This session highlights three top financial concerns for women: creating a savings plan, getting comfortable with investing concepts, and planning for retirement. Additionally, steps for ‘taking control’ of finances, such as self-education, recognizing motivations, and asking for help, are highlighted. Plenty of time allotted for Q&A. Come with your questions!
Click here for >> Description and Registration
"Estate Planning Begin with a Will"