STARLAKEPLAN

Webinar schedule for free educational financial webinars.

01/26/23 19:00PM PST – How to start a career in financial profession in the field of annuity and life insurance?

The webinar is for audience who want to grow their income while working from home, part-time or full-time and learn the following topics including financial planning, retirement planning, investment planning, education fund planning, insurance planning, estate planning, tax saving strategy, annuity and life insurance.

01/25/23 17:30PM PST – Smart Moves to Pay off Debt with practical and useful tactics to have debt be part of financial plans.

When making financial choices, having debt can be part of your plan or arise due to an emergency. Whether your debt was planned or happened unexpectedly, this webinar will walk you through paying it off. The practical and useful tactics from this webinar can be used right away and will help ease your mind about current or future debt.

01/24/23 19:00PM PST – Annuity update 5.40% interest rate guaranteed much higher than bank saving and certificate of deposit CD.

The webinar is for audience who don't want to settle for low interest rates. If you don’t take action, your money will lose value in an inflationary time. Beat the bank CD and saving account with fixed rate annuities and multi year guarantee annuities that offer guaranteed interest rates more than twice that of the average bank CD for the same duration.

01/19/23 17:30PM PST – Basics of Personal Finance will learn smart money management and build a solid financial foundation.

There are several things to keep in mind when preparing your finances for the new year. From managing daily expenses to planning for retirement, this webinar will cover it all. We’ll help you set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.

01/17/23 19:00PM PST – How to earn higher interests on bank saving and certificate of deposit CD?

The webinar is for audience who don't want to settle for low interest rates. If you don’t take action, your money will lose value in an inflationary time. Beat the bank CD and saving account with fixed rate annuities and multi year guarantee annuities that offer guaranteed interest rates more than twice that of the average bank CD for the same duration.

01/12/23 19:00PM PST – How to start a career in financial profession?

The webinar is for audience who want to grow their income while working from home, part-time or full-time and learn the following topics including financial planning, retirement planning, investment planning, education fund planning, insurance planning, estate planning, tax saving strategy, annuity and life insurance.

01/11/23 17:30PM PST – Budgeting Made Easy

Budgeting might seem difficult, scary, or just plain boring! Join us to learn a new perspective on having a spending plan that works for you. Creating a budget with purpose can be fun and will put you on the path to greater financial wellness.

01/10/23 19:00PM PST – How to earn higher interests on bank saving and certificate of deposit CD?

The webinar is for audience who don't want to settle for low interest rates. If you don’t take action, your money will lose value in an inflationary time. Beat the bank CD and saving account with fixed rate annuities and multi year guarantee annuities that offer guaranteed interest rates more than twice that of the average bank CD for the same duration.

01/10/23 10:30AM PST – Basics of Personal Finance

There are several things to keep in mind when preparing your finances for the new year. From managing daily expenses to planning for retirement, this webinar will cover it all. We’ll help you set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.

01/09/23 09:00AM PST – The Index Option Universe – Making Sense Of All The Choice

Over the past few years exchanges have been expanding the type of expirations of options that offer exposure to the Big 3 US Indices (SPX, NDX, RUT). With so many alternatives how can a trader know if they are using the best option for their outlook and personal portfolio. In this webinar we will highlight index, ETF, and options on futures that give traders alternatives for speculating or hedging with these instruments.

01/05/23 19:00PM PST – How to start a career in financial profession?

The webinar is for audience who want to grow their income while working from home, part-time or full-time and learn the following topics including financial planning, retirement planning, investment planning, education fund planning, insurance planning, estate planning, tax saving strategy, annuity and life insurance.

12/15/22 11:00AM PST – Advanced Tax Planning for Property Owners

Proper planning to minimize tax liability for you and your heirs is critical. Therefore, we will be hosting a webinar with a special guest speaker who will be going over advanced tax planning strategies, primarily focusing on property taxes, estates, and trusts. If you own property, you cannot afford to miss this great webinar. A housing market update will also be provided.

12/13/22 10:30AM PST – Planning for Money Milestones

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!

12/13/22 09:00AM PST – Tax Loss Harvesting

In this session, we are going to be reviewing tax loss selling – also known as tax loss harvesting. A strategy that can help you lower your tax bill, and we’re going to look at how ETFs are effective tools to use when executing a tax loss selling strategy.

12/12/22 16:00PM PST – 2023 US Stock Outlook and Strategies – Where S&P, Nasdaq Could Go From Here

After seeing them decline by 16% and 28% respectively so far in 2022, traders are debating whether 2023 will be a year of “bounce back” vs continued decline for the S&P500 and Nasdaq. Interest rates and the US dollar have hit 10+ year highs as the Fed continues its fight against post-COVID inflation, and a divided government leaves plenty of uncertainty over many sectors of the US economy. In this webinar, 25-year US index veteran Tariq Dennison provides a high level overview of the factors driving the S&P500 and Nasdaq up and down, and more importantly, how you can capture these with micro-sized futures and options. Tariq will also explain the advantages and disadvantages of using these contracts versus ETFs and other instruments you can use to trade these major US benchmarks.

12/10/22 10:00AM PST – Legacy Essentials: Wealth Transfer

Learn how to plan a smooth transition to the next generation. We’ll discuss how to protect a surviving spouse, importance of conducting an inventory of assets, maximizing the tax efficiency of your estate, and much more!

12/08/22 09:00AM PST - Automated Trading: Everything You Need to Know About Code-Free Trading Automation

In this webinar, we’ll discuss how you can leverage automation tools to optimize your strategy performance, save time and eliminate emotional influence. We will scope the limitations, discuss best practices and delve into some interesting example strategies. We’ll also show how you can automate your trading strategies using freestyle text – no code or technical background needed.

12/06/22 09:00AM PST - 2022 Year-End Tax Planning

Year-end tax planning is always a topic that generates discussion, and it should. What is the best plan for one taxpayer may be wrong for the next. There is no one right answer and you need to understand your income sources to do an effective job of planning for your taxes. The purpose of this webinar is to make you aware of what the possibilities are; to allow you to both provide information to your preparer and to ask the questions that will result in a solid plan.

11/16/2022 11:00AM PST - Trusts and Estate Planning to Protect Real Estate Assets & Market Update

Have you thought about setting up a trust but don’t know where to start? Are you curious about what a trust even is and why you would want one? If so, this webinar is for you. Join us for a special webinar during which our guest speaker, an excellent local estate planning attorney, will provide you with an overview of trusts and how they can protect your real estate assets. A market update will also be provided.

11/12/22 10:00 AM PST – Long-Term Care Solutions

In celebration of Long-Term Care awareness month, discover the suite of Long-Term Care solutions offered by Nationwide! Learn key features and highlights of how each solution works for you at time of claim.

11/08/22 9:00 AM PST – Year-End Tax Planning For Traders

Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying estimated taxes, Roth IRA conversions, S-Corp payroll with health and retirement benefits, SALT cap workaround strategies for pass-through entities, and other tax-savings strategies. Mr. Green will cover recent tax law changes that affect traders.

11/01/2022 4:00PM PST – Cash for College, FAFSA and Grants

Learn how to get started with FAFSA and Dream Act Applications and get step-by-step instructions to apply for CA Financial Aid and Grants.

10/26/22 11:00AM PST – How midterm elections and Fed policy could impact your financial strategy

Address how the November midterm elections and the Federal Reserve’s fight against inflation could impact the markets, economy and investors like you.

10/22/22 10:00AM PST – Health Care Planning in Retirement

We’ll cover how health care costs impact the retirement challenge, what Medicare covers and what costs are out-of-pocket, and planning options to help prepare for those costs.

9/24/22 10:00AM PST – Tax-efficient Retirement Income

Provides insight into how taxes can impact retirement plans. Learn planning opportunities and sequencing strategies that may help generate more tax-efficient retirement income.

Financial Planner Business Opportunity Webinar

Looking for working partners, Work From Home, Time Flexibility, Work-Family Life Balance, Part-Time, Full-Time! Looking for self-motivated people with a growth mindset who strive for financial independence.