Educational Webinars on Retirement and Investing

What Investors Need to Know Right Now About Bonds!

5 Strategies to Protect Your Portfolio From Rising Rates and Inflation

Live Webinar! June 10th at 3pm

Are you concerned about the effect of rising rates and inflation on your investment portfolio? Join us on June 10th at 3pm for this exclusive webinar on 5 strategies to protect your portfolio from rising interest rates, inflation, and a bond bear market.

As the economy recovers from the 2020 pandemic, we are already seeing rates rise and inflation creep higher. Rising rates could spell trouble for bond invefstors. If you have significant holdings in bonds, you may want to pay close attention! Register now by clicking the link below.

Register Now!

 

Medicare: How It Works!

Everything You Need to Know if You Are Turning 65

Join Mark Kleiner with Preferred Insurance Group and Darren Wurz, MSFP, CFP® with Wurz Financial Services as we discuss how Medicare works and everything you need to know to if you are turning 65 or becoming Medicare eligible soon. In this webinar, we will cover:

  1. Who is eligible and steps for applying for Medicare
  2. How Medicare actually works
  3. 2021 changes to Medicare
  4. What is and is not covered by Medicare
  5. And much, much more!

Plus get the opportunity to have your questions answered in our Q&A! Space is limited. Reserve your spot by registering now!

 
 
 
 

Tax Minimization Strategies for Attorneys and Law Firm Owners

Helping You Legally Pay the Least in Taxes

Join us as we discuss tax minimization strategies uniquely designed for attorneys and law firm owners presented by Mike Jesowshek, CPA with JETRO and Darren Wurz, MSFP, CFP.

In this webinar, we will show you:

  1. How the right business structure can reduce your taxes.
  2. How the right retirement plan can save you thousands.
  3. Tips and tricks for attorneys and law firm owners.
 
 
 
 
 
 

 

 

Retirement Planning Strategies for Solo & Small Firm Attorneys

Find Out If You’re On Track For Retirement

 

As a successful attorney, you’ve invested large amounts of time, capital, and energy to get where you are. But those long nights and tough cases have left you little time to plan for your future. 

Join us in this exclusive webinar as we reveal retirement planning strategies solo and small firm attorneys can use now to prepare for a secure retirement.

 
 

 

 

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.

 

 

 

Will I Have Enough to Retire?

Important Steps 5-10 Years From Retirement

Do you worry about having enough money to retire? Do you worry about your money lasting throughout retirement?  There are a lot of retirement calculators and random figures out there that tell you how much you should save for retirement. But how much do YOU need based on your unique situation?

Join me, Darren Wurz MSFP, CFP®, for this 1-hour workshop, where I will guide you through the calculations to determine how much you need to be able to retire in 4 simple steps