Videos

Recorded Webinars:

Estate Settlement - What Could Go Wrong?

Insights into the potential challenges of estate settlement with strategies to avoid common mistakes.

Watch Webinar

Cyber Security in Finance

Actionable tips and tools to help protect your financial well-being from digital threats.

Watch webinar

Financial Guidance for Women in Transition

A look into the unique challenges women face during various life transitions, offering practical guidance to help secure a financial future.

watch webinar

_____________________________________________________________________________________________________________________________________________________________________

Strategic Tax Planning for the Future

Discussion of some high-level tax strategies to optimize your finances by minimizing your tax liabilities.

watch webinar

Top 10 Planning Opportunities for the New Year

An overview of planning opportunities you can act on to optimize your financial well-being for the coming year.

watch webinar

_____________________________________________________________________________________________________________________________________________________________________

Social Security & Medicare Seminar

Are you on track to make your Social Security and Medicare decisions? When to claim Social Security is a big decision with a potentially big impact. While each person’s situation is different, the decision to claim or delay benefits should be carefully considered. It’s usually a decision you (and your spouse if married) will have to live with for the rest of your life. If you are nearing the age of 65, you also have some major enrollment decisions to make concerning Medicare coverage choices. The key is to avoid some bad choices that can only be reversed at a high cost, if at all. Presented by Ciccarelli advisors Jill Ciccarelli Rapps and Anthony Curatolo, and joined by Medicare specialist Mara Carley, Founder and President of Healthcare Navigation, LLC, a national healthcare advocacy and medical insurance consulting firm, this seminar will provide you with the information you will need to make solid decisions about your lifetime income election and your health care.