We hold free educational events on a regular basis to help people understand financial principles and learn how to grow and protect their wealth in a tax-efficient manner. Here are a couple of the events we schedule throughout the year.
New Course Financial Events
Contact us or sign up for our mailing list to attend our next event!
For Business Owners
Our Small Business Bootcamp is a training seminar packed with information for business owners, which includes presentations by our strategic partners. You will hear about little-known strategies you can use as a small business owner directly from some of the nation’s leading insurance, legal and tax professionals. Small Business Bootcamp is designed as a traveling roadshow, we hold it in several cities in Arkansas as well as surrounding states.
For Those Nearing Retirement
For those getting close to retirement, which we define as five to 10 years away from your desired retirement age, we hold group events where we screen the movie, The Baby Boomer Dilemma, then speak afterwards with roundtable Q&A session by attendees about the many important points made in the documentary. The movie features some of the nation’s top economic minds on retirement income, including many Ph.D.’s from top Ivy League universities as well as former government officials and finance professionals.
New Course Financial Blog
Our firm’s founder, Theresa Dilatush, as well as our vice president, Mika McFadden are both dedicated to educating people about important financial principles that can help them attain their financial goals. Read our articles here, and bookmark our blog so you can come back as we regularly post new content.
The Importance of Having an Estate Plan
We get it. It’s something nobody wants to think about, especially your loved ones, who can’t imagine living without you. But estate planning is a necessary part of the financial…
New Course Financial Videos
Please watch our news appearances as well as our animated consumer videos to learn more about us, as well as general information about financial concepts that may be useful to you. Please reach out to us if you have any questions!
Money on the Table
Outpacing Inflation
Dodging Bullets
3 Risks for Retirement
Consumer Videos
Decumulation Versus Accumulation
When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of earning and saving, you’ll be spending. The trick is, how do you spend without running out of money? Decumulation is a whole different way of thinking!
What is an FIA (Fixed Indexed Annuity)
An annuity might help you convert your retirement savings into a monthly income that can last as long as you live. You can sometimes think of annuities as your own personal pension. But not all annuities are the same. Learn more about fixed indexed annuities with potential for market growth plus principal protection.
How Required Minimum Distributions (RMD) Work
Some people are surprised to find that they have less money saved for retirement than they thought due to RMDs (Required Minimum Distributions) which start at age 73. The money you have in traditional retirement accounts like 401(k)s will be taxed as ordinary income when you take it out.
Portfolio Diversification to Withstand Market Volatility
When you are young and just starting out in your career, waiting out market downturns and continuing to invest makes a lot of sense; you can benefit from dollar-cost-averaging. But if you’re getting close to retirement, market downturns can lead to a complete depletion of your funds if you don’t diversify properly.
Tools You Can Use
Empowering you with strategies to help you succeed
- Life Insurance Plans for Retirement Income
- Living Benefits
- Charitable Giving
- Buy/Sell Agreements
- Key Person Policies
- Private Financing
- Tax Reduction Strategies
- Estate Planning
- Employee Benefits & Retention Tools
- Business Exit Strategies
- Estate Planning for Farmers, Ranchers and Land Holders
- Strategic Partnerships That Bring Value to Your Business
- Retirement Planning
- Medicare Services
