Educational Webinars
UPCOMING: 2024 market Outlook
WHAT CAN WE EXPECT FOR THE MARKET & ECONOMY NEXT YEAR?
While there is no way to know for sure, LPL's Director of Research, Marc Zabicki will share some insights into what we may anticipate. More details here.
WEDNESDAY, DECEMBER 13TH, 2023 at 12PM (PST)
REGISTER NOW.
Westgate Capital Consultants, LLC and LPL Financial are separate entities.
Tracking # 495459
Managing the taxes on your retirement income
Will you be prepared for your income taxes in retirement?
In retirement, you will likely need to pay income taxes on the retirement funds that you live on. Nationwide shares important information on how retirement income is taxed, and how you can plan to make the most of your money.
Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.
Tracking # 479744-2
College Planning Essentials
JPMorgan shares a comprehensive guide on saving and investing for education, with easy-to-understand information that can help you make well-informed decisions.
Westgate Capital Consultants, LLC, LPL Financial, and JPMorgan are separate entities.
Tracking # 418714-3
Leaving Your Legacy: Estate Planning Basics
Estate planning is for individuals from all economic backgrounds. Learn more as Nationwide shares some great information on this important topic.
Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.
Tracking # 403046-3
Medicare / Health Care: Plan for costs in retirement
Westgate Capital and Nationwide share details about retirement income challenges, understanding health care/Medicare, and creating a plan.
Please contact us if you'd like to receive a free, personalized assessment of health care costs.
Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.
Tracking # 1-05290117
Protecting Your Data
It's becoming all too common for your personal and confidential information to be compromised. Learn more about different types of attacks, prevention tips, and actions you can take, presented by Westgate Capital and MFS.
Additional resources can be found in this MFS brochure.
Westgate Capital Consultants, LLC, LPL Financial, and MFS are separate entities.
Tracking # 1-05242584
3 Steps for Planning a Personalized Long Term Care Strategy
Learn more about health aging, personalize your strategy, effective funding, and a brief overview of the Washington Cares Fund from the professionals at Westgate Capital and Nationwide in this informative webcast.
Additional resources can be found at www.wacaresfund.wa.gov/
Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.
5 Savvy Strategies for Tomorrow's Retiree
Get organized, make the most of retirement distributions, and manage your sequence of return risk by learning more from the professionals at Janus Henderson in this informative webcast.
Westgate Capital Consultants, LLC, LPL Financial, and Janus Henderson are separate entities.
Social Security: The Choice of a Lifetime
Learn more from Nationwide Retirement on this informative webcast about how Social Security benefits work, when & how to receive benefits, and different filing strategies.
Please contact us if you'd like to receive a free, personalized Social Security analysis.
Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.
Savvy Women, Smart Investors
Learn more from this informative webcast about life stages, navigating with awareness, and unique challenges for women investors.
Please contact us with your retirement planning questions and investment concerns.
Harnessing Stress for a Happier Retirement
Understand more about the science behind stress, finding more positive stress, and financial fitness.
As always, please contact us with your retirement planning questions and investment concerns.