Washington Financial

"Many wonder what the financial implications of November 3 might be for our country and our personal investing and retirement plans. Our Elections and Investments webinar engages these crucial questions: How could the markets react to the election?... Do markets prefer a blue or red wave? What regulatory reforms could a new administration bring? What will the future of Social Security look like? What might a change in D.C. mean for tax policy? Join us Thursday, October 29, at 3 p.m. CT. Save your spot here: https://attendee.gotowebinar.com/regist/550639132011390992

Are you a saver or a spender? Are you worried about money even though you’re comfortable financially? What’s the bill you must pay to be able to sleep at night? Read here to see how your family history left its stamp on your financial habits: https://www.kiplinger.com//thanks-granny-money-quirks-good

2020 comes with questions. What will the long-term effects of the economic shutdown look like? How will the election affect this? How do we recover? Join us for our Quarterly Market Outlook to look at the end of a year like no other. We will cover: How an unprecedented year has left the markets How volatility affects investor behavior... Macroeconomic trends and volatility in 2020 And much more! Sign up to join us TODAY at 3 p.m. CT: http://ow.ly/B0vN50BWN8u

2020 has been one for the record books, to say the least! Join us for our Quarterly Market Outlook webinar, where we’ll discuss the year so far and look at what the final act might entail. Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, will cover: The effects of prolonged volatility on the markets Major trends in 2020 and what those might mean for the future... The upcoming election and how that could change the picture And what to do about it! Join us Thursday, October 22, at 3 p.m. CT: https://attendee.gotowebinar.com/regis/1444997282855348493

"Have you reviewed your estate plan as 2020 comes to a close? Some of the rules and coordinates have changed. Join us TODAY at 2 p.m. CT. for our webinar Estate Planning in 2020 to make sure your legacy is on track. We’ll explore: Changes to the federal estate tax exemption and other tax details How to build flexibility into your estate plan ... How to start a confident legacy plan, no matter your level of wealth And much more! Register here: https://attendee.gotowebinar.com/regis/6814808663465676047

We all can agree that 2020 has been strange. Our perspective hasn’t been shifted it’s been sucker-punched, forcing us to look at ourselves and our lifestyles like never before. Can we use this disruption to our normal routines to learn more about ourselves? Read Thanks, Granny: Money Quirks (Good or Bad) Can Be Inherited by Erin Wood, Vice President of Wealth Planning with our partners at Carson, to see how your life story affects your money story. http://ow.ly/mxiy50BRasp

In a year like no other, how is your estate plan? Join us October 15 for an informative webinar to look at how you can prepare your legacy in uncertain times and look toward the future with confidence. We’ll cover: How the Tax Cuts and Jobs Act and other government changes can affect your estate plan The importance of digital estate planning ... How to start a confident estate plan, no matter your level of wealth And much more! Register for Estate Planning in 2020 here: http://ow.ly/7RQD50BR9i3

This year has brought many changes to the financial industry. Let’s talk about how it has affected charitable gift planning and how we should navigate those changes. Join us at 3 p.m. CT TODAY for our webinar, Charitable Gift Planning Strategies for 2020. Register here: http://ow.ly/LcTf50BxN3a

2020 has brought many changes to the financial industry from laws to regulations to tax strategies. How has it impacted charitable gift planning, and how should we navigate those changes? Join us Thursday for our webinar, Charitable Gift Planning Strategies for 2020, hosted by Jamie Hopkins, Director of Retirement Research with our partners at Carson Group. During this webinar, you’ll learn more about:... How 2020 completely changed charitable giving strategies Giving techniques to consider for this year and 2021 Adjusting giving strategies to income changes The impact on QCDs in tax planning And more! Register here: http://ow.ly/oNDV50BxM7c

Social Security claiming strategies, preparing for medical expenses and creating a retirement income plan are all complex issues that you should talk through sooner rather than later. Check out our free guide to start the discussion. http://ow.ly/XrqW50B7O7v

Even when your working years are over, you’ll still be managing your finances and making money decisions. Taxes, medical expenses and long-term care insurance are complex issues you want to work through as soon as possible. Check out our free guide to get started. http://ow.ly/KBNu50B7Nsg

Emergencies come suddenly and usually aren’t dramatic. They are a slow drain on our finances, and it’s difficult to tell how far their effects will reach, especially when compounded by circumstances like COVID-19. Let’s look at how your emergency fund can be an important part of your financial strategy, even in a disorienting year. https://www.kiplinger.com//how-to-navigate-emergency-funds

How does Social Security fit into your retirement income plan? It’s not only extra income but a powerful tool that can help you realize your goals and retire with confidence. Check out our free resource on Social Security, which covers: Popular myths about Social Security How to take benefits strategically How Social Security can help with your estate planning goals ... And more! Download our complimentary resource, Social Security: Maximize Social Security Benefits, Minimize Tax Burden. https://cloud.carsonmx.com/resource