2025 Webinars & Events

  • Individual Tax Planning

    January 16

  • Frauds, Scams, & Identity Theft

    February 20

  • Client Appreciation Event

    March 16

  • Retired or Retiring Soon

    April 17

  • Estate Planning I, Basics

    May 15

  • Estate Planning II, Trusts

    June 19

  • Retiree Healthcare

    July 17

  • Medicare with Castle Senior Benefits

    August 21

  • (TBD)

    September 18

  • Year-End Planning

    October 16

  • Shred Event

    November 13

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?

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?

Retired or Retiring Soon

  • I am retired or retiring soon. How is my plan?

  • What tax pitfalls can I avoid?

  • How do I maximize my Social Security Benefits, and when should I start them?

  • How do I estimate my living expenses?

  • What Health Insurance options do I have, and when should I apply for them?

  • What Insurance products do I need, or can I eliminate?

Estate Planning I, Basics

  • What is Probate and should I be worried about it?

  • What is 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?

Estate Planning II, Trusts

  • How can I ensure that my assets stay in my family tree?

  • Can I reduce the Tax burden on my heirs?

  • How can I safeguard funds from spendthrift children?

  • What types of Trusts could be beneficial to my Estate?

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?

Long-Term Care Planning

  • If you need Long Term Care (LTC), how will you pay for it?

  • When should you consider a LTC insurance policy, and what does it cover?

  • Will Medicare pay towards your LTC needs?

  • What are the differences of Skilled, Intermediate, Nursing Home, and Custodial care?

  • If you have an existing LTC insurance policy, is it still adequate?

  • What should you do if your present LTC insurance premium keeps going up?

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