Broker Check

The Leist Group, LLC

(262) 796-1674

Webinars

Thank you for your interest in our educational webinars! Since we are currently entering the Open Enrollment Period for Medicare, November's webinar will be a repeat of October's webinar on Medicare.

November 17, 2016 at 2:00pm CST: Managing Health Care Expenses In Retirement

Now is the time to start planning for your health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against raising costs.

Learn the answers to your question:

  *  When do I need to sign up for Medicare:

  *  What does it cover?

  *  How much does it cost?

  *  Will I need other insurance?

  *  What about "Long-Term" care?

Click Here to register today!

Previously aired webinars schedule:

October 19, 2016 at 2:00pm CST: Managing Health Care Expenses In Retirement  

Now is the time to start planning for your health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against raising costs.

Learn the answers to your question:

  *  When do I need to sign up for Medicare:

  *  What does it cover?

  *  How much does it cost?

  *  Will I need other insurance?

  *  What about "Long-Term" care?

Click here to listen

September 21, 2016 at 2:00pm CST: Savvy IRA Planning for Boomers

IRA planning is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about retirement account planning. During this 45-minute workshop you will learn:

• 7 strategies for Savvy IRA planning

• 6 roll over options for your retirement plan funds

• 3 common required minimum distribution mistakes

• The difference between indirect and direct rollovers

• How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans

• 3 different options for spousal IRA beneficiaries

Click here to listen

August 17, 2016 at 2:00pm CST: Savvy IRA Planning for Boomers

IRA planning is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about retirement account planning. During this 45-minute workshop you will learn:

• 7 strategies for Savvy IRA planning

• 6 roll over options for your retirement plan funds

• 3 common required minimum distribution mistakes

• The difference between indirect and direct rollovers

• How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans

• 3 different options for spousal IRA beneficiaries

July 20, 2016: Financial Planning Basics

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial road map can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.

In this seminar on Financial Planning Basics, you'll learn:

  1. How to construct a budget and the importance of establishing an emergency fund
  2. Credit fundamentals
  3. Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
  4. Basic estate planning concepts

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

June 15, 2016: Basic Estate Planning

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

In this seminar on Estate Planning Basics, you’ll learn:

  1. Why you need an estate plan
  2. Strategies to plan for incapacity, including special health care directives
  3. Wills, trusts, and life insurance
  4. Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

Click here to listen

May 2016 Client Webinar: Savvy Social Security Planning

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits.

With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

Click here to listen

March 16, 2016: Retirement Income Planning

Retirement income planning is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your future income and taxes. This informative seminar covers what you need to know about retirement account planning.

Click here to listen

February 17, 2016: Savvy IRA Planning for Boomers

IRA planning is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about retirement account planning. To request your emailed copy of The Baby Boomer’s Guide to Savvy IRA Planning, click here

Click here to listen