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Past Workshops

Tax Planning And Your Retirement

Taxes on your investments and income play a big role in how much of that you get to keep.  Come join us as we will go over the ins and outs of how various investments are taxed and what you can do to reduce your taxes.

During this educational event, we will cover:

  • Updates on the changes from the recently passed SECURE ACT and CARES ACT
  •  How the following are each taxed: ordinary income, capital gains and qualified dividends, net investment income tax, AMT, social security benefits
  • How to manage your tax liability
  • How you can create tax free income streams
  • How to Save on Taxes

What you should be doing in your 20s and 30s, tax tips and investing strategies.

As we approach the end of the year, Summit Financial Advisors would like to provide the gift of education for our younger generation. While we usually focus on education for our pre-retirees, we realize the importance of setting up the younger generations for success! Because of the current environment during Covid, you may not be able to spend the holidays with your children or grandchildren in person, so please consider forwarding this valuable workshop to them.


How To Provide For a Surviving Spouse In Retirement

Planning for your retirement can be both exiting and daunting! Thinking about how you will spend your free time may inspire you however you may also be concerned about having enough money or running out of money to soon. An often overlooked piece of the retirement puzzle is how a surviving spouse or partner may be affected if you pass away before them during retirement. Without a plan in place for a widowed partner, they could be at risk of a lower standard of living, running out of money to soon, or not being able to cover unexpected medical expenses. But did you know there are simple planning strategies you can take to make sure they will be taken care of in the event you are not here?

Medicare Made Easy

If you are approaching age 65, you will have some choices regarding your health insurance and Medicare eligibility. With all the rules and options surrounding Medicare, you may be wondering how to get started and what are the best choices for you.

Long Term Care Webinar

Summit Financial Advisors presents the October 2020 webinar all about Long Term Care and strategies to pay for it.

A Closer Look At Your Social Security Benefits

You have paid into social security during your entire working career and now you may be wondering the best time and method to start receiving income from this government program. Social security benefits have different eligibility rules and stipulations that can seem overwhelming. Your age, marital status, income, and employment can play in factor in how much income you get to take home. Without a proper social security income strategy in place, you could risk not taking full advantage of the income and benefits you are eligible for. During this educational event, we will cover: How to qualify for Social Security benefits When is the soonest you are eligible for social security benefits Methods to increase your social security benefit Spousal, survivor, and divorced spousal benefits Strategies to maximize your social security benefits