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Events

Continuum Consulting Group provides monthly informational briefings on topical issues in financial planning. Our goal is to provide information and education on the most relevant financial planning strategies, insights into the economy and financial markets. The briefings are designed to help you better plan for your future.

 

May 30, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Tax Efficient Investing

This session will provide a review of the current Federal Income Tax system and investment tax management. In addition, Dean will discuss factors to consider when looking at capital gains and losses. Dean will also demonstrate how tax efficiency can add value to your portfolio.

 

June 27, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Identity Theft

Craig will discuss the increase in database breaches and how to minimize your risk of identity theft. In addition, Craig will provide helpful tips on storing pins and passwords, protecting your smartphone and securing your digital and physical household. Craig developed this presentation to help people truly understand their exposure to identity theft and give them simple and prudent tools to minimize that exposure.

 

July 25, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Market & Economic Update

Dan will be covering Oppenheimer Funds’ outlook for the remainder of 2019, including expectations around trade interest rates and the federal reserve, and which asset classes they are recommending.

 

August 22, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Housing Market Update

Update on the Housing Market

 

September 26, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Navigating the Medicare Maze

Ella will review the structure and costs of Medicare Parts A, B, C and D. She will discuss the difference between Medicare Supplements and Medicare Advantage Plans. She will also review key enrollment periods, Medicare’s high-income surcharges and late enrollment penalties.

 

October 24, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Retirement Income Planning

Discuss Retirement Income Planning.

 

November 14, 2019

11:30a - 1:00p

Il Fornaio Restaurant

Social Security Planning

Jeffrey Rodriguez, Public Affairs Specialist with the Social Security Administration will present a workshop on Social Security benefits. Mr. Rodriguez will discuss the solvency of the Social Security Trust Fund, important Social Security ages, benefit calculations and online access.

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