Events

Social Security 101

How to Maximize Your Lifetime Benefits

How and when you claim your Social Security benefits are some of the most important retirement decisions you will make, because how you claim will have a domino effect on income, taxes, and even Medicare premiums. It's complicated and overwhelming because there are so many different claiming options, and one wrong step could cost you thousands. We will discuss the basics of filing for Social Security and strategies that may maximize benefits for you and your family in retirement.

Date: Thursday, August 1st

Time: 11am / 4pm

Location: Webinar

Register Here

 

 

Retirement Planning for Attorneys

4 Steps to Determine How Much You'll Need and If You're on Track

The retirement landscape has changed. We now face a host of challenges in the form of living longer, mandatory retirement ages, and the disappearance of reliable pensions. Thankfully, with careful planning, these obstacles to your ideal retirement are not impossible to overcome. We'll take the time to show you how to estimate your ideal amount, give you some important steps to take to reach that goal, and share the biggest retirement risks you need to know about!

Date: Thursday, August 8th

Time: 8-9am

Location: Northern Kentucky Bar Association, 529 Centre View Boulevard, Crestview Hills, KY 41017

 

 

 

Outsmarting the Market In Retirement

How to Protect Your Wealth and Your Lifestyle

You've diligently saved your whole working life, but what happens if the market hits a downturn when you retire? One of the biggest fears people experience when it comes to retirement is stock market loss. In this session, we'll share ideas and strategies you can use to minimize risk without sacrificing growth.

Date: Thursday, September 12th

Time: 5:30-6:30pm

Location: 200 West Pike Street, Suite 100, Covington, KY 41011

Register Here

 

 

Business for Breakfast: LinkedIn for Lawyers

We'll discuss the simple strategies that can improve your digital footprint and result in more clients. You'll learn tips for building a stronger keyword enriched profile and developing your network of contacts. We'll teach you how to join the most advantageous groups for your practice, and how to develop a strategy for effectively sharing relevant and useful content. Most importantly, we'll show you how to utilize your network to connect with new clients. 

Date: Thursday, October 10th

Time: 8-9am

Location: Northern Kentucky Bar Association, 529 Centre View Boulevard, Crestview Hills, KY 41017

 

 

Concentrated Stock Strategies

Tax-efficient and Smart Ways to Manage Large Stock Positions in Retirement

If you have large stock positions from a company you worked for or from an inheritance, how you exercise your options and use your stock can affect other areas of your financial picture, especially taxes. We will take the time to give you tax-efficient and prudent strategies to deal with these large positions of stock.

Date: Thursday, November 7th

Time: 5:30-6:30pm

Location: 200 West Pike Street, Suite 100, Covington, KY 41011

Register Here

 

 

Your Lawyer Legacy

Setting Up Your Practice for Succession and Sale!

Succession, transition, and retirement are facts of life and some of the biggest challenges facing attorneys and firms of all sizes. The survival of your firm will depend on coming to grips with succession and transition and developing a plan early. We'll share expert advice and step-by-step action plans that will help you feel confident and prepared for any transition.

Date: Thursday, January 9, 2020

Time: 8-9am

Location: Northern Kentucky Bar Association, 529 Centre View Boulevard, Crestview Hills, KY 41017

Register Here