Next CRS LIVE Webinar
Tuesday, September 22nd at 5:30pm or Tuesday, September 29th at 3:00pm
The SECURE & CARES Acts: Implications for Retirement Security
During this webinar you'll learn:
How to maximize "gifts" the government is giving you with this legislation
How new RMD rules could impact your taxes
How the new beneficiary rule could cost your heirs a fortune
What kind of distribution relief is available due to COVID-19
About Our Webinars
At Compass Retirement Solutions, we hold informational webinars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a webinar, feel free to schedule a one-on-one, no-obligation meeting.
Monday Morning Live with Marvin Mitchell Every Monday at 10am
Join Marvin Mitchell as he discusses important financial topics regarding your retirement.
Watch replays of our CRS Live Webinar Series episodes below.
Discover how sweeping changes made in 2015 are still affecting Social Security claims today, learn ways to avoid common Social Security mistakes (and ways to optimize your benefits), understand how Social Security’s lifetime income should integrate with your retirement income plan, how Social Security will be taxed (and how to potentially reduce or even eliminate some taxes), and more!
Retiring in a Recession
Learn how income planning can be a great help, find out what you should consider doing in a market correction, identify the major financial issues the death of a spouse could cause if you're not prepared & learn steps to take to feel more comfortable about retiring (especially if you don't know where to start).
Women's Retirement Roadmap
Only 12% of women feel confident going into retirement. Let's change that! Learn how to identify the major financial issues many women face, why income planning is so important, and the steps to take to feel more confident about retiring!
Retire Early: 9 Critical decisions when retiring before 65
Have you read one of Marvin's latest books, "Retire Early?" Do you know critical decisions to be made when retiring before 65? Do you have questions about retiring early you'd like to ask Marvin?
Three Ways to Take Control of Your Financial Future
You’ve worked all your life to get to a point where you can choose the type of retirement you want. In this webinar, learn how to: plan and invest for income going forward, how to limit taxation, & 3 simple steps to prepare for the future.
The 4 Costly Social Security Mistakes
Do you understand Social Security benefits and how they work? Do you know your benefit options and the differences? Do you know how the option you've chosen impacts your future benefits? Learn about the 4 costly Social Security mistakes and how to avoid them!
Estate Planning Basics with Special Guest: Rudy Beck
How to Know the Real Fees an Advisory Firm is Charging You
Do you know what fees you're paying? Are you confident in the value you're receiving? Do you know how to read your statement to view the fees you're being charged? Find out how to know the real fees you're being charged.
Stress Test Your Portfolio
Are you prepared for the next market correction? Are you confident that you can weather any financial storm? Have you stressed tested your portfolio? Find out our system to minimize your loss without sacrificing your growth.
3 Worlds of Investing
Are you frustrated with conflicting financial advice? We have a solution. Learn about the three investment worlds and how to determine which one is best for your portfolio.