Broker Check

Events & Webinars

Upcoming Events

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

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®

June 16, 2021

1:30p - 2:30p

Pines Wealth Management

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?

December 3, 2020

6:30p - 8:30p

Virtual Event

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

December 3, 2020

6:30p - 8:30p

Virtual Event

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

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

Event Registration