June 26th, 202511:30 a.m. CT
June 26th, 2025 | 11:30 a.m. CT
Virtual
Advanced Planning Workshop Webinar | 5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. For individuals with complex income sources and investment portfolios, evolving tax laws and legacy planning considerations can introduce additional layers of uncertainty. The good news is that proactive planning can help you keep more of what you’ve earned. In this webinar, Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.
In this session, we’ll cover how to:
• Minimize income tax
• Maximize Social Security benefits
• Safeguard portfolios from risk
• Protect your family’s finances
• Make your wishes known in the case of incapacity or death
Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. RO-25-4516278
©2025 Focus Partners Wealth, LLC. All rights reserved.
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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June 18th, 2025 | 11:00 a.m. CT
Virtual
Springboard to New Adventures: Off the Radar Travel Trends & Hidden Gems for 2025
Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
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July 31st, 2025 | 11:00 a.m. CT
Virtual
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
Join us for our next Quarterly Perspectives webinar featuring our senior investment strategists who will unpack the latest market trends. From potential rate cuts to questions about rising national debt, they’ll cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
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August 19th, 2025 | 12:00pm CDT
Virtual
What the One Big Beautiful Bill Means for Retirees
Signed into law on July 4, the One Big Beautiful Bill Act includes a range of tax and estate planning changes that could significantly affect retirees. But with so much information circulating, how do you know what’s relevant to you?
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August 19th, 2025 | 1:30pm CDT
Virtual
New Tax Rules, New Considerations for Business Owners
Signed into law on July 4, the One Big Beautiful Bill Act marks a significant piece of legislation that may profoundly impact your tax planning and other areas of business owner planning.
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August 21st, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.