2026 Webinars & Events
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![Person wearing a brown sweater working on a laptop at a wooden table.]()
Individual Tax Planning
January 29
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![The United States Capitol building viewed through tree branches with a partly cloudy sky in the background.]()
Social Security
February 19
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![A person writing a to-do list in a grid notebook with a pen, with the list partially visible.]()
Frauds, Scams, & Identity Theft
March 19
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![Modern government or community center building with large glass windows, trees, benches, and street lamps in front.]()
Client Appreciation Event
April 19
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![An elderly couple sitting on a bench facing a large body of water with mountains in the background on a clear day.]()
Estate Planning I, Basics
May 21
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Senior Living with Paul Markowitz
June 18
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TBD
September 18
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![A stethoscope with white pills scattered around it on a white surface.]()
Retiree Healthcare
August 20
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![Close-up of a woman's hands typing on a laptop keyboard with a stethoscope resting on the wooden table in front of the laptop.]()
Medicare with Castle Senior Benefits
September 17
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![Open notebook with handwritten notes, a pair of glasses resting on it, a smartphone, a closed red pencil case, a laptop, and a white computer mouse on a wooden desk.]()
Year-End Planning
October 15
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![A brick building labeled "Main Street Retirement Planning" with clock towers showing 11:32, trees, a sidewalk, and a clear blue sky.]()
Shred Event
November 19
Interactive Webinars
Our webinars are designed and presented by our three CERTIFIED FINANCIAL PLANNERS™ at Main Street Retirement. We welcome all clients and guest to join us and interact with live questions and answers!
Webinars presented at 10am and 7pm (CST) via Zoom.
Individual Tax Planning
What does the history of U.S. tax law tell us about future taxes?
How can I avoid Medicare Penalties due to my income?
What are the tax benefits of Qualified Charitable Distributions?
Should I consider a Roth Conversion?
Social Security
What should you consider before applying for Social Security?
When does it make sense to delay your Social Security benefits?
What mistakes and pitfalls should you watch out for when filing?
How are benefits impacted if you are widowed?
Divorced? Learn how this affects your Social Security
Fraud, Scams, & Identity Theft
What proactive steps can I take to protect my identity today?
How do I safeguard myself in the evolving digital world?
What kind of scams are out there and how can I best avoid them?
How are my financial assets protected?
What do I do if I fall victim to Identity Theft?
Estate Planning I, Basics
What is Probate, and should I be worried about it?
What should be included in an Estate Plan, and do I need a Trust?
Do I need a Will and Power of Attorney Documents?
Who can make Medical or Financial Decisions for me if I am unable?
Senior Living with Paul Markowitz
What Facility placement options are available to Me or a Family Member?
What Free Resources are there to help guide me through this process?
How does this impact Budgeting and Financial Planning?
What in-home or other services may fit my needs?
Retiree Healthcare
What are your healthcare options for retirement?
What are the 4 parts of Medicare, and how much does each cost?
Will my spouse be covered by my plan?
What else do you need to know before you sign up? Are there penalties that can apply?
Medicare, with Castle Senior Benefits
Important factors to consider about Medicare before you turn 65
Changes in Medicare that could impact you this year
What choices need to be made when going on Medicare?
How can you avoid penalties or other pitfalls when starting Medicare?
Year-End Planning
Should you consider a Roth Conversion?
What does it mean to fill up your “Tax Bucket?”
Free Tax Preparation Resources next April
What items should you be reviewing annually for your household?
Are there any Tax Law Changes that affect your Retirement Plan?
Shred Event
Drive-thru with shred truck on site
Snacks and beverages provided