Financial Wellness Series
Professional Studio™

LIVE VIRTUAL WEBINARS THAT PROVIDE EDUCATION TO HELP YOU KEEP TOGETHER WHAT HAS TAKEN A LIFETIME TO PUT TOGETHER

From a global pandemic and social unrest to sweeping legislative reform impacting all retirement savers, families across America are overwhelmed by the fallout of our “new normal”—including market volatility, economic disruption, and financial uncertainty.

Today, more than ever, individuals need timely, relevant, and actionable information to be informed and to make decisions with confidence. From clients and prospects to industry professionals, we provide sophisticated strategies and simple solutions in our live virtual education from nationally recognized financial specialists and thought leaders at OneTeam Financial.

Current Speaking Topics Available

Is Your Retirement Safe from the Tax Man?

The single largest expense that most retirees face today is taxes. How can you feel confident that you won’t run out of money in retirement—even when future tax rates skyrocket?

In a complex and constantly changing environment, considering tax strategies as a part of your overall retirement plan is essential. This session will help identify common pitfalls and opportunities to potentially reduce the amount of taxes on your retirement income. Plus, you can learn ways to segment your money for time and purpose so you can keep more of your hard-earned money and better protect your family.

Copies of the bestselling book The Bucket Plan with contributions from presenter Greg Dillon, are also available as an option for your attendees to supplement your presentation as an expanded resource on this topic.

SPEAKER: Greg Dillon, CFA®, CFP®, CLTC®
Founding Partner | Head of Wealth Management and Retirement Income Planning

With more than 15 years of experience in the financial industry, Greg is a highly credentialed investment strategies and retirement planning specialist. As the president of the Red Bank Chapter of the American Financial Education Alliance (AFEA), he is a frequent speaker bringing a breadth of experiences and a knack for providing clarity to important and complex topics.

Social Security and COVID-19: New Strategies to Maximize Benefits

As the primary source of income for many American retirees, Social Security is critical to evaluate as part of your overall retirement plan. Particularly in light of COVID-19, you may be considering filing for benefits early. To avoid leaving earned money on the table, learn the considerations and claiming strategies to increase your benefits. From identifying potential changes due to COVID-19 to reducing taxation to qualifying spousal, ex-spousal and survivor benefits—learn how to increase your retirement income benefits so you can feel empowered with making the right decision for you and your family.

SPEAKER: Ash Ahluwalia, CFP®, MBA
Head of Social Security Planning

Named National Social Security Advisor of the Year, Ash Ahluwalia is one of the industry leaders on Social Security in America. With 30 years of experience and the National Social Security AdvisorSM certification, Ash specializes in advising on how to increase eligible retirement benefits from Social Security.

Helping Protect Your Most Important Assets: your family & portfolio, consequences of an extended care event on your family and retirement savings

There are few events in life that can have a more significant, often irreversible family-wide impact than an unexpected need for long-term care. With more than 60 years of combined experience working with families, witnessing firsthand the effects for those who did not plan for an extended healthcare emergency, Dave Buckwald and attorney Harley Gordonoffer an insightful and actionable perspective. Walk away with approachable language that you can use to discuss this critical topic with someone you love along an understanding of the three options available today for creating a long-term care plan—traditional, asset-based, and life insurance options where the death benefit can be accelerated for your care during life.

SPEAKER: Dave Buckwald, CFP®, CLU®, ChFC®, CLTC®

CEO & Founder | Head of Insurance Portfolio Review & Wealth Transfer

Dave has been providing financial advice and guidance to individuals, families, and business owners for more than 30 years with specialties, including life insurance, estate planning, and wealth transfer strategies. In addition to being a highly credentialed advisor, Dave is also a respected thought leader within the financial industry, a sought-after speaker, media resource, and active advocate for numerous local charities throughout New Jersey.

SPEAKER: Harley Gordon, ESQ.

Attorney Harley Gordon is a nationally recognized authority, keynote speaker, and bestselling author on long-term care issues. Mr. Gordon is the founder of the“CertifiedinLong-TermCare”(CLTC®)professional designation, recognized as the standard in long-term care education for financial and insurance professionals. His organization CLTCC has trained more than 20,000 professionals. He is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.

Harley’s books have helped more than 150,000 families understand and prepare for the devastating emotional and financial consequences of long-term care, including his most recent, The Conversation: Helping Someone You Love Plan for an Extended Care Event. Named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor, his views on long-term care financing have been featured in the PBS Frontline documentary, “Who Pays for Mom and Dad,” The Wall Street Journal, and the CBS Evening News. He has been a featured speaker at the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Health Underwriters (NAHU).

Helping Protect & Maximize your Estate: Ways to Grow, Preserve and Distribute Your Wealth in the Most Tax-Efficient Way

With taxes expected to increase under the new administration, now is the time to plan ahead to help you keep what has taken you a lifetime to put together. Take advantage of today’s historically low tax rates and historically high exemptions to help lock in tax savings for generations to come. Plus, learn immediate updates your estate plan and legal documents may require to protect you, your family, and your life savings. From gifting strategies to help avoid the death tax trap to critical planning issues that must be addressed for large IRAs after the SECURE Act, learn the pitfalls to avoid and actionable strategies to help protect and maximize your estate.

Copies of the bestselling book The Bucket Plan with contributions from presenter, Dave Buckwald, are also available as an option for your attendees to supplement your presentation as an expanded resource on this topic.

SPEAKER: Dave Buckwald, CFP®, CLU®, ChFC®, CLTC®

CEO & Founder | Head of Insurance Portfolio Review & Wealth Transfer

Dave has been providing financial advice and guidance to individuals, families, and business owners for more than 30 years with specialties, including life insurance, estate planning, and wealth transfer strategies. In addition to being a highly credentialed advisor, Dave is also a respected thought leader within the financial industry, a sought-after speaker, media resource, and active advocate for numerous local charities throughout New Jersey.

Dave will be joined by experienced panelists who specialize in estate and tax strategies planning.

Two Dirty Little Words That Can Impact Your Family & Retirement: LIFE INSURANCE

Critical updates your policies require in 2021

Life insurance is often one of the largest and most neglected financial assets. Today more than ever we want to ensure that your permanent life insurance policy is adequately funded, and you are protected. Older policies that used to make sense may no longer be in your best interest today. The economic results of COVID-19 have impacted insurance companies’ ability to maintain their current crediting rates and dividends. Do you know what you are actually being charged on your life insurance(not the premium)? In this session, you will learn how to take advantage of your life insurance as part of your holistic financial plan all in line with the new best interest standards.

SPEAKER: Dave Buckwald, CFP®, CLU®, ChFC®, CLTC®

CEO & Founder | Head of Insurance Portfolio Review & Wealth Transfer

Medicare Makeover: Changing Times Require a Change in Plans for Your Family

Does choosing Medicare coverage feel like reading alphabet soup? It can be a complicated process most retirees didn’t anticipate made even more important by COVID-19. Learn how to navigate the enrollment process, including what Parts A, B, C & D are, how they coordinate together, which supplements make sense for you, the difference between original Medicare and Medicare Advantage (Part C). In this session, we will help remove the mystery so you can identify the proper coverage for your needs and help you maximize your benefits.

SPEAKER: Rich Gustafson Financial Professional

Rich Gustafson is a financial professional with a focus in retirement income and Medicare planning. Rich leads the Seniors Services Division at OneTeam Financial. He takes pride in educating his clients and their advisors on how the changing investment landscape can impact their ability to plan for the future.

HOW TO BOOK A SPEAKER

Call Gina Ference at (908) 392-0901 or email Gina@OneTeamFinancial.com to discuss your organization’s needs and availability of our speakers today!