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Walsh & Associates

(941) 952-1188|

April 2021

Virtual Workshop: Estate Planning 101

Monday April 12 @ 6:00 PM - 7:30 PM

Not just for the wealthy, estate planning is essential for everyone—even a bad will is usually better than no will at all. Estate planning involves not only passing on your real estate, personal property, and financial assets to your heirs, but also planning for others to make decisions for you should you become incapacitated or die. A well-thought out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the…

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Virtual Workshop: Social Security’s Best Kept Secrets

Tuesday April 13 @ 12:00 PM - 1:30 PM

Did you know a married couple has over 80 different strategies for how they can claim their benefits? Or that a government pension can have a significant impact on the benefits you or your spouse will receive? Social Security planning is not “one size fits all.” If you’re not looking into all your options for collecting, you’re probably making an expensive mistake. Don’t be one of the average retirees who leaves potentially thousands of dollars unused! In this course, you’ll…

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Virtual Workshop: Approaching Retirement on TRS and SURS

Wednesday April 14 @ 12:00 PM - 1:30 PM

Are you worried about the Illinois state budget and the impact on TRS and SURS? Putting together a solid savings plan for your future and developing a clear understanding of your retirement benefits is one of the best strategies to ensure a confident, enjoyable retirement. We will review the “Windfall Elimination Provision” and “Government Pension Offset” that affects pensioners’ past Social Security benefits and how they are calculated. We will introduce strategies that are only available to Teachers Retirement System…

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Virtual Workshop: Social Security’s Best Kept Secrets

Thursday April 15 @ 6:00 PM - 7:30 PM

Did you know a married couple has over 80 different strategies for how they can claim their benefits? Or that a government pension can have a significant impact on the benefits you or your spouse will receive? Social Security planning is not “one size fits all.” If you’re not looking into all your options for collecting, you’re probably making an expensive mistake. Don’t be one of the average retirees who leaves potentially thousands of dollars unused! In this course, you’ll…

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Virtual Workshop: 7 Things to Do in the Decade Before You Retire

Friday April 16 @ 12:00 PM - 1:30 PM

In the final sprint at the end of a race, the intensity ratchets up. This critical stage is known as the home stretch, and the last thing a runner wants to do in the home stretch is stumble with the finish line in sight. As you get to the point in your career where you can start to see the retirement finish line, you want to make sure you don’t stumble either. This course covers the seven things you need to do…

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