Benefit Financial Services Group: Retirement Planning Fall Webinar Series
Pepperdine is partnering with Benefit Financial Services Group to bring you a fall webinar series on retirement planning. As we near the end of 2023, we are pleased to bring you a series that focuses on the basics in planning for your retirement. Join us as we share information on year-end tax planning, budgeting, debt management, less traditional retirement options, and the basics of investing.
Year-End Tax Planning
- Learn how to strategically offset and minimize taxes.
- Tax planning for business owners, executives and individuals with stock options.
- Forecasting for 2024 and beyond – A glimpse into anticipated tax changes and how to prepare.
- October 26, 2023 | 10 AM | Register
Budgeting, Debt Management, & Student Loans
- Discussion on methods to manageably reduce debt over time.
- Student loans overview - Review of loan types and updates to relief options.
- Leave this webinar equipped with the tools and techniques to manage your finances confidently.
- November 2, 2023 | 10 AM | Register
Adventures in Retirement: Embracing Unconventional Golden Years
- Redefine your dream retirement and learn how to make that dream a reality.
- If you are considering moving abroad, traveling or relocating in retirement, learn how individuals like you are breaking the mold and the financial implications.
- November 9, 2023 | 10 AM | Register
A Beginner's Guide to Investing (Investing 101)
- Learn the investing basics.
- Keys to investment success to help create greater financial stability in your life.
- Understand the different types of investments.
- November 16, 2023 | 10 AM | Register