Events
The Everest Retirement Planners speak on variety of retirement topics to help you learn and be more confident about your retirement. They explain concepts in plain and easy terms that everyone can understand. Topics may include:
- How to apply for Medicare coverage
- The basics of Social Security and strategies for maximizing your benefits
- Strategies to maximize your retirement income
- Traditional, Roth, and inherited IRA planning
- Long-term care and estate preservation strategies
Upcoming Events
Why Estate Planning? Why Now?
According to the National Association of Estate Planners and Councils, Estate planning encompasses the purposeful accumulation, conservation, preservation, and transfer of an estate by establishing clear goals and objectives.
Cutting College Costs: How to Avoid Overpaying
Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they've tumbled unprepared into the late-stage college funding pressure cooker. But late-stage college funding planning can make this period in your life less stressful and pressured.
Medicare Basics BEFORE Open Enrollment begins Oct 15-Dec 7!
In this presentation, you'll learn: - What Medicare is, who is eligible for it, and how you get it. - Who needs to enroll in Medicare and when. - The two ways to have Medicare and how to choose. - What Medicare costs, and how to mitigate those costs through private insurance. - How to start planning for future healthcare costs.
1 Hour to Savvy Cybersecurity
Cybersecurity is a growing threat but you don't have to be hopeless. There are actions you can take today that will block the cybercrooks from wreaking havoc on your identity and your finances. (And you don't need to be a technology expert to do so.)
Strategies That Help You Save Taxes and Get More Out Of Your IRA
The decisions you make today can have an impact on your overall retirement plan.
Past Events
May 9, 2023
6:30p - 7:30p
Everest Retirement Planners office and via Webinar
Getting Long Term Care Planning Right
The challenge: When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people's financial security.
April 18, 2023
6:30p - 7:30p
Everest Retirement Planners office and via Webinar
Social Security-What Boomers Need To Know To Maximize Their Income
The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don't miss this valuable workshop designed especially for baby boomers.
March 9, 2023
6:30p - 7:30p
Everest Retirement Planners office and via Webinar
How Tax Planning Changes Through 4 Stages of Retirement
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.
February 16, 2023
6:30p - 7:30p
Everest Retirement Planners office and via Webinar
Transitioning to Medicare
In this presentation, you'll learn how Medicare coordinates with other forms of insurance, like group health plans and COBRA, as well as - Who needs to enroll in Medicare and when. - How to effectively transition to Medicare, while keeping all the deadlines in mind.
November 17, 2022
6:30p - 7:30p
Webinar
Tax Saving Strategies to Help You Get More Out of Your IRA
The IRA planning decisions you make today can have an impact on your overall retirement plan in the future. Let me help you wrap-up your 2022 planning get you ready to conquer 2023!
October 18, 2022
6:30p - 7:30p
Zoom Webinar
1 Hour to Savvy Cybersecurity
In just one hour, learn your cybersecurity score and start building a customized cybersecurity action plan that will stop the hackers, identity thieves, and spammers.
September 29, 2022
6:30p - 8:00p
Mission Hall
September 27, 2022
7:00p - 8:30p
Mission Hall
September 27, 2022
6:30p - 7:30p
Online - Webinar
What Baby Boomers Need to Know when Transitioning into MEDICARE!
Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. This workshop is purely educational. No specific insurance or investment products will be discussed.
August 24, 2022
6:30p - 7:30p
Webinar
Qualifying for Financial Aid
Get a personalized, inside look at how to qualify for more financial aid!