Upcoming Events & Webinars

Investments: Q1 Market Performance & Target Date Funds

Tuesday, April 16th – 11:30 AM EST

Winter is behind us! During this presentation we will review investment market performance over the first 3 months 2019 and we will provide an overview of target date retirement funds.

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Financial Wellness: Intro to Creating a Financial Plan

Tuesday, May 7th – 11:30 AM EST

New research from Charles Schwab shows that three in five Americans live paycheck to paycheck and that only one in four have a written financial plan, but those who do exhibit positive investing and saving behavior.

In this presentation we will introduce the basic steps to building a financial plan and the technologies that are available to help you get started. You will learn how to get organized, set goals and make a plan.

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Spotlight: Get Organized with the Financial Planning Portal

Tuesday, May 21st – 11:30 AM EST

Financial planning is a process and a life long journey – to get started you need to know where are you going and where you are. In this presentation we will provide a crash course on the MacroView Financial Planning Portal with a focus on getting organized.

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Financial Wellness: Retirement Income Planning

Tuesday, June 4th – 11:30 AM EST

Average life expectancy continues to increase – today's retirees may need to plan on living 30+ years in retirement. In this presentation we will review the basics on how to estimate the amount of income you need in retirement and the typical sources of retirement income (social security, savings, pensions, etc.).

The information contained in the webinars and in the individual meetings are provided by MacroView Investment Management, LLC and is provided for educational and informational purposes only, and should not be construed as investment, financial, legal or tax advice or as an offer to perform financial services on any subject matter.

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Investments: Mid–Year Investment Review

Tuesday, July 16th – 11:30 AM EST

Well that went fast! In this presentation we will look back on investment market performance over the first 6 months of 2019.

The information contained in the webinars and in the individual meetings are provided by MacroView Investment Management, LLC and is provided for educational and informational purposes only, and should not be construed as investment, financial, legal or tax advice or as an offer to perform financial services on any subject matter.

Register


Financial Wellness: Intro to College Funding

Tuesday, August 6th – 11:30 AM EST

As summer winds to a close and kids prepare to head back-to-school it reminds us parents that they are one year closer to graduation.

Research shows that a college education leads to higher income and more employment opportunities but access to funding for college is not always easy. In this presentation we will provide a high-level overview of financial aid programs, scholarship opportunities and savings programs to help fund the cost of education.

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Spotlight: Student Debt

Tuesday, August 20th – 11:30 AM EST

This presentation will discuss strategies and resources to help pay off student loans quicker.

Among the Class of 2018, 69% of college students took out student loans, and they graduated with an average debt of $29,800, including both private and federal debt. Meanwhile, 14% of their parents took out an average of $35,600 in federal Parent PLUS loans (Source: Federal Reserve).

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Financial Wellness: Insurance in Financial Planning

Tuesday, September 3rd – 11:30 AM EST

Discussing death and disability hardly ranks as a favorite activity for most people. But failure to plan adequately for the financial consequences involved could mean unnecessary hardship for your loved ones and you.

In this presentation we will review the important role insurance plays in any financial plan, some general rules of thumb on how much insurance to have and resources to help you review your coverages.

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Spotlight: Medicare

Tuesday, September 17th – 11:30 AM EST

Medicare is a valuable source of health insurance for people 65 and older. Understanding Medicare enables you to make well-informed health care decisions and to avoid getting lost in the maze of the plan's options.

This presentation will introduce you to the basics of what Medicare covers, what it cost and what your options are. We will provide you with access to actionable resources that will help you get information specific to your situation.

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Investments: Q3 Market Performance

Tuesday, October 8th – 11:30 AM EST

A high level review of investment market performance over the prior 3 months.

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Financial Wellness: Estate Planning Basics

Tuesday, November 5th – 11:30 AM EST

Learn how to provide for and protect your loved ones after you are gone. We will review the basics of Wills, Powers of Attorney, Medical Directives, etc.

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