VIDEOS & WEBINARS

VIDEOS

Below are videos we think you will find helpful when working with your clients.

TRANSITION SERVICES

PREPARING BEFORE YOU ARE IN THE MIDST OF A STORM (5:18)


TRUST SERVICES

A plan for a seamless transition of assets is an important part of planning your future.

PROVIDING PEACE OF MIND (3:25)


STOCK OPTIONS

The below videos provide additional insight on how Mariner Wealth Advisors can help your corporate executive clients divest and diversify their portfolio.

STOCK OPTION PLANNING STRATEGIES (5:36)

CONCENTRATED EQUITY POSITIONS (4:26)


WEBINARS

From tax changes to wealth planning to Social Security and Medicare, we’ve got you covered. Share the link with clients and they can view the webinars below whenever is convenient.

Navigating New Legislative Twists & Turns, Including Tax

What types of accounts should I invest in? When and how should I take retirement withdrawals? How can I tax-efficiently transfer assets to future generations? With tax rules and regulations constantly changing, it’s almost impossible for the average individual to stay on top of what they can or should be doing to ultimately save money on taxes. To help navigate these legislative twists and turns, we discuss key principles and actions you can take to streamline your overall tax strategy.

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Introduction To Wealth Planning

If you’re like many individuals, you may understand the importance of implementing a wealth plan but feel overwhelmed with where to begin. What are your current and long-term goals? What things should you be doing now to help ensure financial success in the future? Most importantly, what are the things you’re missing in your current plan? By breaking down the process into manageable steps and addressing the primary focus areas below, you can be on your way to your long-term goals sooner than you imagined.

  • Risk management
  • Retirement
  • Investments
  • Education
  • Long-term care
  • Tax, trust and estate planning

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Financial Planning for Special Needs Families

Planning for a loved one with special needs can be a daunting task for many families. We answer the commonly asked questions from our clients with children and adult children with disabilities. What is Special Needs Planning? Who should be on my team when I build my special needs plan? How do I make sure my family’s goals and wishes are carried out when I am gone? These are a few of the topics this webinar covers. In addition, we also provide insights on common special needs financial planning categories and review important timelines and resources for special needs families.

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Women Investing & Empowerment

At Mariner Wealth Advisors we are focused on education, empowerment and solutions. Jana Shoulders and Suzanne Wheeler share insights for women to ramp up their investing knowledge and develop a plan for financial freedom. From compensation negotiating to values-based investing, we supply useful tips that will inspire action.

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Financial Planning for Caregivers

Nearly 1 in 4 of us is or will be caring for a loved one. If you are one of these people, there is a 1 in 4 chance you will experience a financial hardship as a result1. In this webinar, we review what you should consider for not only your finances, but also your loved ones before stepping into that role. We’ll also review how you can prepare for those difficult discussions about their care and prepare you for those next steps.

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Social Security 101

You only have one opportunity to file for your Social Security benefits. So, making an informed decision is key. In this webinar, we’ll review three important questions about Social Security.

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?

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Medicare: What You Need To Know Before Filing

Filing for Medicare can be confusing and overwhelming. In this webinar, we review five key areas you need to know before filing. Such as:

  1. How does enrollment in Medicare work? Am I automatically signed up at age 65?
  2. What are the different parts to Medicare? Which is right for me?
  3. Is Medicare going to run out of money like I’ve heard Social Security will?
  4. Do I have to enroll in Medicare if I’m still working when I’m 65? What if I work past 65?
  5. What does Medicare cover and what doesn’t it cover?

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STAY INFORMED

Have you heard the latest eposide of our podcast,Your Life, Simplified?


Additional Resources for you from
Mariner Wealth Advisors



STAY INFORMED: Have you heard the latest episode of our podcast, Your Life, Simplified?