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Events
Webinar
Webinar: What Comes After the Big Fed Rate Cuts?
After the Fed’s long-awaited interest rate cuts, stocks hit record highs while mortgage rates fell. One of the perspectives was from AssetMark's investment team's perspective on what’s was in store for the economy and financial markets at a pivotal time.
This market-focused discussion addressed key questions at the top of investors’ minds, including:
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Why the Fed’s rate cut has investors questioning the sustainability of economic growth
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Rising geopolitical concerns
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The fast-approaching U.S. presidential election and the potential economic impact
Webinar
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Webinar: Long -Term Care: It's About a Plan
(32 Minutes)
Long-Term Care planning; A Critical Piece of a sound Retirement Plan
I hosted Amy Lozier, a Long-Term Care planning expert, as part of Carillon Group’s free client educational series of webinars.
The best time to think about long-term care is before you need it. Planning for the possibility of long term care gives you and your family time to make important decisions while you are still able.
Contact Us for more information on what was covered and how we can help you move thru this season of life.
Webinar
Webinar: Estate Planning: Essentials
(42 Minutes)
As part of our Client Education Series of workshops & webinars, Tom Gilliam, President of Carillon Group hosted our Guest Presenter who is a local Estate Planning Attorney, Lauren Gilliam.
Lauren uncovered the basics of what you need to know regarding getting your legal affairs in order.
Feel free to Contact Us for more information on what was covered or if you would like to reach Lauren Gilliam we would be happy to get you in touch with her.
Seminar
Social Security: The Choice of a Lifetime
How - and when - you file could increase your annual benefit by as much as 80%.
Filing for Social Security benefits is one of the biggest financial decisions you’ll make. That’s why we call it the choice of a lifetime. At this Social Security benefits seminar, we learned many filing rules and strategies to make the choice that fits with your overall retirement income plan. Webinar to be available soon!
You can download your statement at the Social Security website: ssa.gov/myaccount and start planning now.
We will be having another Seminar in 2025. Feel free to CONTACT US for more information.
The Social Security 360 Analyzer (powered by Nationwide®) can help you and your financial professional or Retirement Specialist prepare a strategy to help optimize your benefits.
The Analyzer is a powerful tool designed to calculate personalized filing strategy options that could help you have more monthly retirement income, more ways to fight inflation, and more income security for a surviving spouse or heirs.
After filling out, please email the forms to tomgilliam@carillongroup.com. Thank you so much.
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