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 July Webinar is on:
Taxes in Retirement - Monday, September 13th

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. 

Join us on Monday, September 13th at 11:30 a.m.! 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.

New dates coming soon!  Click here to learn more and register
Registration to reserve your spot begins one week prior to the webinar.

 

Medicare Basics Webinar

 

 

 

 

 

 

 

 

Learn everything you that you need to know about Medicare and how to determine the best options for your current situation.

This workshop will remove all of the confusion about the different parts of Medicare, what it covers and does not cover, and clearly explain the upcoming changes to Medicare and how they will affect you.

In this online workshop we will go over the following:

✅ Get the facts about what Medicare does and does not cover.

✅ Learn the difference between parts A, B, C, and D.

✅ Understand the costs for each part.

✅ Which Medicare supplement is right for you?

✅ Medicare Advantage plans esplained!

New dates coming soon! 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 lear more and register
Registration to reserve your spot begins one week prior to the webinar.