CRS Live with Marvin Mitchell

With things changing drastically in the market day-to-day communication is more important than ever. I wanted to do my part by providing you with a look back at the previous week's news that potentially impact retirees and pre-retirees, and what to look out for this week.

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
  • And MORE!

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.