Lisa guides us through a comprehensive overview on how to properly analyze the thousands of Medicare plan combinations in Georgia, and how to easily narrow down which ones are best for you. Lisa will also cover:
- Updates to Medicare in 2019 going into 2020
- How to prepare for open enrollment season
- All the different options, how they work, and how they apply to individuals
- Unique insights to help make the topic more clear and digestible

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Key Takeaways:
- The importance of LTCi and which group of people need it the most based on current statistics
- Knowledge on the various tools used to fund LTC
- Learn about options available if certain medical conditions might categorize you as uninsurable

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Robert guides us through changes from the Tax Cuts and Jobs Act (TCJA) and the impact to individuals and businesses that stem from this reform. This major tax reform impacts individuals and businesses at large. Our webinar provides information on this tax legislation including changes to:
- Income and corporate tax rates
- Standard and itemized deductions
- Personal exemptions and tax credits
- Estate tax exemption
- Alternative minimum tax
- Enhanced depreciation rules
- Deductions for pass-through entities
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Gail guides us through sustainable lifestyle choices for a stronger and healthier you.

Gail's presentation will focus on key tips and tools to improve the way you:
- Balance important areas of your life
- Prioritize your tasks and responsibilities
- Manage stress
- Cultivate healthy relationships
- Practice gratitude and meditation
- Make healthy nutrition and exercise choices
- Find fulfillment and stick to your goals

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Renée presents key concepts and rationales to help guide you in how to:
- Recognize and quantify your financial goals
- Assign importance to your goals
- Choose which order to fund your goals
- Plan for overlapping goals
- Invest for your goals
- Decide if you can DIY or if help from a professional would be useful


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Independent research shows that behavioral management makes up 93.6% of the financial planning process. This is important to know how your Financial Personality approaches financial decisions and if you have a spouse or significant other that is part of that decision making, that can lead to stressful conversations around money. Leon addresses how, through validated behavioral finance insights, you can:
- Engage with your spouse or significant other with their different communication styles throughout the planning lifecycle
- Reduce decision-making bias to ensure understanding
- Achieve increased decision-making comfort
- Address the relationship and financial behavior risks which can cause more harm to wealth creation than the investment risks
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Do you ever question decisions made at work - but you never speak up and question the decision-maker? Do you long to take on new or different responsibilities, but find yourself waiting for something else to change first?

Do you wish you just had more courage?

Leading with courage at work is more important now than ever, and not only for our careers, but for our companies and communities. You'll learn:
- Why uncertain times are the best times to grow your career courage
- How to better evaluate our decisions at work, and increase our awareness of biases toward staying safe
- Tactical ways to increase your courage and balance taking risks with the possible rewards that work for you and your company
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Changes and trends in the investment climate have resulted in increased interest and access for alternative investment strategies by individual investors.  

Our webinar focuses on better understanding alternative investments and how they could fit into your financial plan. During this discussion, you will learn about:
- Trends in alternative markets
- The barriers to alternatives for investors
- The Endowment Model - a possible solution
- How we consider the EM strategy
- Our Wealth Allocation Framework for building your Core investment portfolio
- Expanding beyond your Core investment portfolio into your Aspirations
- How private equity funds, commercial real estate funds, venture capital opportunities and VC funds may be relevant to you
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A recent study revealed that nearly 60% of Americans do not have a Will! Our webinar focuses on better understanding basic Estate Planning:
- Types of Wills and Trusts
- Protecting your estate from creditors
- Establishing Guardianship and protecting your estate for your children
- Estate Tax considerations
- Business Planning considerations
- Putting the proper protocol in place for yourself and your family
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