3.3.21 | Financial Market Update | Recording

3.3.21 | Financial Market Update | Recording

 

LUTZ BUSINESS INSIGHTS

 

Financial Market Update

3.3.2021 | FINANCIAL MARKET UPDATE | RECORDING

Investment topics are always top of mind with our clients as the markets are constantly changing and evolving. The constant noise around financial markets can be distracting and confusing. It’s important to cut through that noise and be pragmatic long-term. In this presentation, Chief Investment Officer, Josh Jenkins, and Financial Adviser and Principal, Justin Vossen, from Lutz Financial analyze the current state of the markets and examine thoughtful approaches to investing.

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7.8.2020 | Will I Outlive My Assets? Finding the Retirement Sweet Spot | recording

7.8.2020 | Will I Outlive My Assets? Finding the Retirement Sweet Spot | recording

 

LUTZ BUSINESS INSIGHTS

 

Will I Outlive My Assets? Finding the Retirement Sweet Spot

7.8.2020 | will i outlive my assets? finding the retirement sweet spot | Recording

Will you be ready to retire when the time comes? Ultimately, one’s roadmap can be viewed as an algebra equation. There are many variables to this equation, some we can control and others we cannot. It’s important to isolate the variables we can control, and incorporate the ones we can’t, to get to the right answer. In this webinar, Justin Vossen and Nick Hall of Lutz Financial discuss if there’s a retirement “sweet spot” and how to get there.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021

8.21.2019| Prudent Investment Options for Company Retirement Plans | Recording

8.21.2019| Prudent Investment Options for Company Retirement Plans | Recording

 

LUTZ BUSINESS INSIGHTS

 

Prudent Investment Options for Company Retirement Plans

8.21.2019 | prudent investment options for company retirement plans | Recording

Company-sponsored 401k’s/403b’s/457’s have replaced traditional pension plans and become America’s retirement plan of choice. For many employees, their company retirement plan will represent the largest sum of money that will accumulate, meaning a significant portion of employee success or failure is dependent on the investment options and educational resources made available through the company retirement plan. In this webinar, Chris Wagner of Lutz Financial dives deep into prudent investment options for company retirement plans.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021

8.20.2019 | Family Office Millennial Educational Series: Financial Literacy Basics | Recording

8.20.2019 | Family Office Millennial Educational Series: Financial Literacy Basics | Recording

 

LUTZ BUSINESS INSIGHTS

 

8.20.2019 | Family Office Millennial Educational Series – Financial Literacy Basics: Beginner’s Guide | Recording

Nick Hall and Josh Jenkins of Lutz Financial cover savings plans, insurance basics, and credit & debt, along with a Q&A session.

 

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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3.6.2019 | Best Practices for Plan Fiduciaries | Recording

3.6.2019 | Best Practices for Plan Fiduciaries | Recording

 

LUTZ BUSINESS INSIGHTS

 

3.6.2019 | best practices for plan fiduciaries | Recording

Are you offering a competitive retirement plan? In this webinar, Chris Wagner of Lutz Financial covers the step by step process for making fiduciary decisions and administering a prudent retirement plan, as well as discusses current hot topics in the financal industry.

 

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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8.8.2018 | Retirement Income + Distribution Planning | Recording

8.8.2018 | Retirement Income + Distribution Planning | Recording

 

LUTZ BUSINESS INSIGHTS

 

8.8.2018 | retirement income + distribution planning | Recording

Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.

 

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

About UsOur Team | Events | Careers | Locations

Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021