Webinars

The Hafner Financial Group hosts educational Webinars each month on various topics. 
We enjoy presenting educational webinars for our clients to keep them informed and updated on
retirement planning, taxes, social security & more.

Our Upcoming October Webinars will be on: 

Social Security - Monday, October 21st 
Social Security - Monday, October 28th 

Click below to RSVP for our upcoming Webinars.


Taxes In Retirement Webinar

 

 

 

 

 

 

 

 

 

 

Taxes are inevitable, but did you know there are several ways to protect your retirement income from higher taxes?

The myth is that taxes will be lower in retirement, but that is only true with proper tax planning.

In this online workshop, you will:

✅ Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.

✅ Know when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!

✅ Learn how to avoid making a mistake with your retirement income plan that could cost you thousands over your lifetime. 

New Dates Coming Soon!   Click here to learn more and register
Registration to reserve your spot begins one week prior to the webinar.

 

Savvy Social Security Webinar

 

 

 

 

 

 

 

 

 

 

 

For many retirees, social security will make up the majority of the income received once they stop working.

Some retirees may think it is best to claim their benefits sooner than later, but this might not be the best strategy to make sure there will be enough income to last through retirement.

During the workshop, we will cover the following:

✅ Strategies to claim the maximum amount of social security benefits.

✅ Discover how the recent SECURE Act of 2020 can affect your RMDs. (Required Minimum Distributions)

✅ Did you know that up to 85% of your Social Security benefits can be taxable? Increase your benefits with effective filing strategies.

Register for our Social Security Webinar, Monday, October 21st & 28th at noon!   Click here to learn more and register
Registration to reserve your spot begins one week prior to the webinar.

 

Retirement Income Planning Webinar

 

 

 

 

 

 

 

 

 

 

"Should we ride this market out or take our money and run?"

That’s the question millions of soon-to-be retirees are asking themselves right now.

Why?

Because it took just 22 trading days for the S&P 500® to fall 30 percent.*
That is the fastest 30 percent drop in the history of our country, and many are wondering, “What should I do?”

In this complimentary webinar, we'll talk about “What Happens After The Paycheck Stops?"

We’ll take a look at the key indicators right now which can help inform your decision-making, and we’ll discuss action steps you can be taking RIGHT NOW to help preserve your financial future.

New Dates Coming Soon! Click here to learn more and register
Registration to reserve your spot begins one week prior to the webinar.