The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping …
Webinars
Taxes, Tactics and Attacks
Taxes, Tactics and Attacks… Join President, CEO and Lead Wealth Advisor Sherri Stephens, CPA, CFP® Wealth Advisor, Jill Carr and AIF®, CFP®, ChFC®, CLU® Director of Financial Planning, Doug Marlow of Stephens Wealth Management Group. We will discuss our concerns about tax rates and there impact on your investments, your net worth, and what you …
Inflation Nation
Join Chief Investment Office Larry Adam and other Raymond James investment thought leaders for an update on the impact of the coronavirus on the markets. Lawrence V. Adam III, CFA, CIMA®, CFP® Chief Investment Officer Raymond James Chief Investment Officer Served as CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private …
International Women’s Day
In honor of International Women’s Day, we recently hosted a thirty-minute webinar about the travel industry and what you can expect as a traveler. Mary Miller, President of Middleton Travel, provides information about travel safety, exciting places you can go right now, and what is ahead for the travel industry. The event wraps up with …
2020 Year End Tax and Financial Planning Replay
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun.
2020 Medicare: What You Need to Know
In this episode of Pearl Planning’s 52 Pearls Weekly Money Wisdom Podcast, Melissa Joy, CFP®, and Joanne Giardini- Russell, founder of Giardini Medicare will discuss planning strategies that help to meet the needs of aging retirees. While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well …
Coronavirus Webinar Presentation 10-5-20
Quarterly Coordinates: fourth quarter 2020 outlook, the road to recovery. From Raymond James, Lawrence V. Adam III, CFA, CIMA, CFP, Chief Investment Officer.