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.

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Next CRS LIVE Webinar

Stay Tuned for Our Next CRS LIVE Webinar!

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.

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Watch replays of our CRS Live Webinar Series episodes below.

How to Protect Yourself from a Potential Tax Storm

How to Protect Yourself from a Potential Tax Storm

In this webinar we discuss: why tax-deferred accounts like 401(k)s and IRAs could be a huge liability in a rising tax environment, why you should consider transferring money into a tax-free alternative while tax rates are historically low & more!
Claim Plan

Claim Plan

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

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

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!
Three Ways to Take Control of Your Financial Future

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.