Events & Webinars
Upcoming Events
September 28, 2021
6:00p - 8:00p
TBD
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®
November 18, 2021
5:30p - 8:30p
Marcus Des Peres Cinema
11-18-2021 Client Appreciation Event
"Night at the movies" Clients are invited to bring their family or a guest for some fun Holiday entertainment. Hosted By: Lon W. Broske, CFS, CFP® Cliff Van Ittersum, CFP® We hope to see you there! Please note: Only clients and their family or guest can register for this event. Thank you!
December 5, 2021
5:00p - 9:00p
Fox Theatre
12-05-2021 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®
Past Events
November 4, 2020
1:00p - 2:00p
Virtual Webinar: Pines Wealth Management
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
August 26, 2020
1:00p - 2:00p
Virtual Webinar: Pines Wealth Management
(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
August 19, 2020
1:00p - 2:00p
Virtual Webinar (Pines Wealth Management)
(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)
June 17, 2020
4:00p - 5:00p
Pines Wealth Management
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
April 7, 2020
6:00p - 8:00p
1818 Chophouse
Workshop: April (Postponed)
Tips and Strategies for the next decade and beyond
April 1, 2020
6:00p - 8:00p
Maggiano's Little Italy Restaurant
Workshop: April 1, 2020
Tips and Strategies for the next decade and beyond
April 1, 2020
6:00p - 8:00p
Maggiano's Little Italy Restaurant
Workshop: April (Postponed)
Tips and Strategies for the next decade and beyond
May 29, 2019
12:00a - 11:45p
St. Louis
Blues Hockey! #LGB #playgloria
*If needed