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)
Westgate Capital Consultants, LLC and LPL Financial are separate entities.
Tracking # 495459
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
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
Estate planning is for individuals from all economic backgrounds. Learn more as Nationwide shares some great information on this important topic.
Tracking # 403046-3
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.
Tracking # 1-05290117
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
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/
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.
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.
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.
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.
Worksheet: Stress Audit and Action Steps