Webinar Recordings
2025 Key Financial Numbers
Join financial adviser, Marcus Rather, as he presents the 2025 Key Financial Data provided by Horsesmouth, LLC.
The key financial data is applicable for the 2025 tax year (filing in 2026). Information presented is to be used for educational purposes, and not be deemed as tax advise or individual financial advise.
2025 Market Outlook: The Great Moderation
Join financial adviser Marcus Rather as he presents Cetera Investment Management's 2025 Market Outlook.
Three Key Themes provided by Cetera Investment Management
1) The Great Moderation
2) The Fed not a Good Friend
3) Diversification is Rewarded
This presentation is strictly for educational purposes and is open to investors of all experience levels. Information provided in this presentation is not to be taken as investment or personalized advice, but as information & knowledge.
October 2024: Getting Long Term Care Planning Right
Financial Adviser, Marcus Rather, of Cetera Investors, presents Getting Long Term Care Planning Right.
Presentation was created by Horsesmouth and their Savvy Long Term Care Planning Series.
4 Keys to Success
1. Understand what Long-Term Care Is
2. Understand what Medicare and Medicaid is....and what they DON"T cover
3. Understand the costs with Long-Term Care and the past challenges
4. Find the right approach to plan for long-term care
May 2024: Savvy Medicare Planning (Transitioning to Medicare)
Financial Advisor Marcus Rather, of Cetera Investors, hosts special guest Jennifer Schloss, of GHT Insurance Services, as they discuss how to transition from employer health insurance to Medicare. Marcus and Jennifer identify common challenges retirees face in terms of transitioning to Medicare, and a few Savvy tips on how to plan and prepare for Medicare Enrollment and coverage.
April 2024: Savvy IRA Planning
Learn the new rulings on retirement accounts after the passage of Secure Act 2.0. During this presentation I address some of the common questions Baby Boomers have when it comes to IRAs and retirement accounts. I also identify 5 "Savvy" strategies that all boomers should consider when planning for withdrawals from their IRAs.
March 2024: Savvy Social Security
What's new with Social Security? Every year there are some changes that impact social security benefits. Take a moment to learn what happened in 2023 that impacts benefits for 2024 and beyond.
1) 2024 Cost-of-Living Adjustments
2) 2024 Earnings Test
3) Social Security Taxes (payroll taxes and benefits taxes)
4) 2024 Medicare Premiums
And Much More!
February 2024: Savvy Generational Planning
Marcus Rather, Financial Advisor of Cetera Investors, presents How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
This informative, action-oriented presentation provides 4 actionable steps:
1) Define Family Culture
2) Set Family Goals
3) Learn Financial Concepts
4) Prepare Beneficiaries
October 2023: Estate Planning 101
Financial adviser Marcus Rather and Daniel Leonhardt, professional from American Family Estate Planners, engage in a conversation grounded in Estate Planning. Daniel Leonhardt lead this presentation and educated on the different steps, procedures, and documents to ensure a fool-proof estate plan.
Guest Speaker:
Daniel Leonhardt
Estate Planner
American Family Estate Planners
20130 Lakeview Center Plaza
Suite 400
Ashburn, VA 20147
Office: 703-840-5504
Cell: 703-981-6825
For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.
September 2023: Diversity With Life Insurance
Webinary hosted Thursday September 28, 2023
Financial Adviser Marcus Rather discusses holistic ways of utilizing life insurance within a financial plan. Life Insurance can be used for Protection, Retirement Income, Legacy / Wealth Transfer, and Long-Term Care. Watch to learn more.....