Events & Webinars

Halftime Report - Webinar

Midway through the year is a great time to see how far we've come and talk about what might lay ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.

Planning for Lifetime Income in Retirement

Join us for snack and soft drinks as we discuss planning for lifetime income in retirement.

State of the Markets 2022

12-20-2021 Client Advocate Event

"Enjoy a show at the Fabulous Fox Theatre" For those clients who introduce us to friends, colleagues, family members, or bring them to our educational workshops. This is our way of saying Thank you! Hosted By:  Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP® 

09-28-2021 Educational Workshop Event

"Retire Happy" Happiness: Your definition Goals: Clarify what they mean to you Cost: Know what it will require:  Presented by Pines Wealth Management Presented by Pines Wealth Management Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP®

Planning For Long Term Care & Protecting Your Life Savings

What is Long Term Care and How does it work? Is Long Term Care in your future? Where can you receive Long Term Care Annual Cost of Nursing Home Care and future Inflation Impact What are your options when it comes to paying for Long Term Care? Out of Pocket, Medicare, Medicaid, Life and Long Term Care Insurance?

Client Advocate Event (Let's Go Zooming with Dinner & Wine)

Let's Go Zooming with Dinner & Wine with Honorary Chef, Gay DeMichele & Master Sommelier, Mike Ward

Client Advocate Event (Let's Go Zooming with Dinner & Wine) Cliff

Let's Go Zooming with Dinner & Wine with Honorary Chef, Gay DeMichele & Master Sommelier, Mike Ward

11-04-2020 Webinar: 2020 Year End Tax Planning Strategies

Hosted By: Lon W. Broske, CFS®, CFP®  Here's What You Will Learn: The huge impact that taxes have on your financial plan. What the SECURE Act could potentially mean for your heirs. Using Roth conversions to possibly offset future tax hikes. What is tax-loss harvesting, and how it may help you this year! Year-end tax strategies to be considering

(Webinar) Part II: What Is Important To Know About Social Security

Host: Lon W. Broske, CFS®, CFP®  (Webinar) Part II: What Is Important To Know About Social Security Here is What You'll Learn: 3 Stages for filing for early Strategy 1: Benefit Options for Couples Strategy 2: Survivor Benefit Options

(Webinar) Part 1: What Is Important To Know About Social Security

Host: Lon W. Broske, CFS®, CFP®  What Is Important To Know About Social Security? History of Social Security Important Terms and Definitions How can you coordinate spousal benefits? (Three Opportunities to maximize benefits)

Should I Make a Roth IRA Conversion?

Primary items to consider before making a IRA Roth Conversion: Current and Future Tax Bracket Expected Income Sources Types and Amounts in Different Investment Accounts Time left until withdrawals needed Comfort Level with Investment Risk

Workshop: April (Postponed)

Tips and Strategies for the next decade and beyond

Workshop: April 1, 2020

Tips and Strategies for the next decade and beyond

Workshop: April (Postponed)

Tips and Strategies for the next decade and beyond

Blues Hockey! #LGB #playgloria

*If needed