Educational Webinars

Social Security: Choice of a lifetime

Social Security: Choice of a lifetime

GAIN A BETTER UNDERSTANDING OF SOCIAL SECURITY BENEFITS

Nationwide's VP, Doug Ewing empowers you with knowledge in making important decisions.

  • Basic benefits of Social Security
  • Survivor benefits and rules for spouses
  • Recent filing changes and strategies

Westgate Capital Consultants, LLC, Nationwide, and LPL Financial are separate entities.

Tracking # 575419

Women, Wealth, and Well-Being

Women, Wealth, and Well-Being

LADIES - DEFINE WHAT WEALTH MEANS TO YOU.

BlackRock's Financial Wellness Consultant empowers you with knowledge and action steps to build your foundation for wealth.

Westgate Capital Consultants, LLC, BlackRock, and LPL Financial are separate entities.

Tracking # 521406

2024 market Outlook

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 shares some insights into what we may anticipate.

Westgate Capital Consultants, LLC and LPL Financial are separate entities.

Tracking # 518487

Managing the taxes on your retirement income

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

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

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

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

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

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

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

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.

Harnessing Stress for a Happier Retirement

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.

Worksheet: Stress Audit and Action Steps