moneylife series webinar library

We are pleased to announce the Anchor Bay Capital MoneyLife seminar series. This series of bi-monthly online seminars will cover financial planning and investment topics that are most important to you during pivotal times in your life.

What Happens to Your Money When You Die – Avoiding Estate Mistakes

  • How your money passes at death
  • Why everyone needs an estate plan
  • Understanding your estate documents
  • Common mistakes to avoid
  • Question & Answer session

Savvy Cash Flow Planning for Retirement

  • Using tax diversification to make you money last longer
  • Strategies for getting the most from Social Security
  • The right cash flow option – bucketing, flooring or guardrails?
  • The Frugal Investor investment philosophy
  • Using home equity in retirement

The Impact of Divorce on Your Finances

  • Understanding your options for divorce
  • How spousal support and child support are calculated
  • The impact of dividing assets
  • Tax ramifications of divorce
  • Coming up with a fair settlement agreement

This program is taught by a Certified Financial Planner & Certified Divorce Financial Analyst

YOUR Health care & elder care plan in retirement

  • Paying for health care in early retirement
  • How Medicare works
  • Medicare supplement coverage
  • Long term care costs
  • Ways to finance long term care
  • Putting together your complete elder care plan

SMART FINANCIAL TIPS FOR MILLENNIALS

  • Savings vs. Investing
  • Paying off debt
  • How to invest in your 401(k)
  • Using a regular vs. a Roth 401(k)
  • Life insurance, buying a home vs. renting, and other financial topics

MoneyLife for Teens
Saving your MOney

  • Understanding bank accounts
  • Checking account basics
  • Keeping track of your money
  • Investment basics

TAX STRATEGIES FOR 2021 & BEYOND

  • Common tax mistakes
  • Tax Location
  • Tax Diversification
  • Tax Strategies
  • Tax strategies for 2021 & beyond

Maximising your Social Security

  • Different benefit types
  • Maximizing your payment amount
  • Rules regarding taxation