Webinars
Register for Our Live Webinars
Check out our webinars where we discuss wealth planning topics, including estate planning strategies, tax planning and investing, along with our take on the markets and economy, all to keep you up to date as you make financial decisions.
All About Taxes and What’s New in 2025
November 21, 2024 | 3 p.m. CT | REGISTER NOW
2025 is right around the corner, and taxes are top of mind for many.
Join us for this timely webinar, hosted by our in-house tax professionals. They’ll discuss year-end tax planning strategies and considerations, including the sunset of the Tax Cuts and Jobs Act (TCJA) and SECURE 2.0 Act.
General Topics:
- Year-end Strategies & Reminders
- Planning for the Sunset of the TCJA
- Roth IRAs
- SECURE 2.0 Act
Ellen Peifer, CPA
Director, Tax Planning & Preparation
Charlie Nieman,
CPA
Senior Manager, Tax
Christina Lynn Ph.D., CFP®, CDFA®, AFC®
Practice Management Consultant
Jodi Robinson, CPA
Vice President, Tax Services
Webinar Replays: Watch Now
Stay Alert & Avoid Scams
The Federal Trade Commission reports that Americans lost over $10 billion to fraud in 2023.
Join us for this informative webinar, where you’ll learn about the various tactics used to defraud individuals online and how you can protect yourself from being a victim.
Never Pay Full Price for College
Is your income too high for your student to qualify for financial aid? Wondering how to cut the exorbitant cost of college but unsure what your options are? Be sure to join speaker, Michael MacKelvie, CFP®, and moderator, Dylan Younce, to learn about some overlooked strategies for saving and paying for college.
2024 Midyear Crystal Ball Outlook
Please join us to hear insights from Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, who will review the first half of 2024 as well as share their expectations for the second half and next 12 months.
Wealth and Relationships: How to Avoid Financial Stress
Having a healthy relationship with money is vital not only for your bank balance, but also for your physical, mental and relational happiness. Join us to learn tangible skills to help reduce financial stress as well as practical conflict resolution skills designed to turn financial disagreements into opportunities for growth and understanding.
Insurance Planning for Life Transitions
Having the right insurance for the right moments in life is essential.
When you experience a life change—marriage, new job, birth of a baby—in addition to updating your estate planning documents, you’ll want to review your insurance policies to make sure your coverage is up to date and that you and your family are protected.
Stick to the Plan
When the market is bumpy or one sector of the market is outperforming, you may be tempted to stray from your long-term investment plan in search of better returns. To learn why diversification and quality, among other factors, are key to a resilient portfolio, tune in to our live webinar.
Demystifying Roth IRAs
A Roth IRA comes with many benefits, but it may not make sense for everyone. Join us for this informative webinar, where our panelists will discuss who is a good candidate for a Roth IRA (and who is not), income limits and contribution rules and how and when you should convert, among other topics.
A Love Letter to Your Family: Sharing Your Estate Planning Wishes
Think of your estate plan as a love letter to your family explaining how and to whom you wish to distribute your assets. In this webinar, our wealth advisors share the reasons you should have a conversation with your loved ones about estate planning decisions. Don’t just leave them with estate documents to sort through—help them understand why you arrived at your decisions.
2024 Crystal Ball Outlook
Tune in to our annual market outlook webinar to hear Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, share what’s ahead in 2024.
They’ll talk about positives including the renaissance in labor productivity, an underestimated boom in capital spending plus recent acknowledgment from the Federal Reserve that inflation is easing.
Medicare Planning Session – Making Informed Choices
Medicare can be confusing. During this session we will address the following questions to provide you with a solid foundation.
- What is Medicare?
- When and how do I enroll?
- How much does Medicare cost?
- What are my options for obtaining additional coverage benefits?
Implications of Investor Behavior
Investment returns are often thought of as a purely quantitative product of markets, risk, timing or expertise. As investors, our emotional experience also plays a role. Join us for a lighthearted discussion around how emotions influence decision-making, how even objective ideas are subject to individual perception and how money can influence cognition.
Generating Alternative Cash Flow in Uncertain Markets
Creating an effective cash flow plan helps ensure you have enough income to draw on in retirement. If you’re looking for innovative ways to generate income when markets fluctuate, join us for this timely webinar hosted by Brett Kunshek, CFA®, who is head of options and structured notes at our firm.
Take Advantage of 2023 Tax Reduction Strategies
Tune in to this timely webinar featuring speaker Todd Block, director of tax, and moderator Dylan Younce, senior wealth consultant, who will cover proactive tax strategies to consider before year-end, including how to reduce your taxable estate before the federal lifetime estate tax exemption sunsets at the end of 2025.
2023 Midyear Crystal Ball Outlook
Tune in to hear our annual midyear market outlook featuring Chief Investment Strategist Jeff Krumpelman and Chief Investment Officer Katrina Radenberg, who will share their market perspectives, including whether we’re at the beginning of a new bull market or just a rally during an ongoing bear market.
Providing Financial Security for Loved Ones With Special Needs
If you or a loved one is living with a disability, you may not have had the time or guidance to build a plan to provide financial security. This webinar offers practical advice from Cory Allen, CFP®, ChSNC®, and Kevne Sharpe, CFP®, ChSNC®, AEP®, who are Chartered Special Needs Consultants.
Protect Yourself From Scams
Collin Connors, information security consultant at ERMProtect Cybersecurity Solutions, will share ways you can protect yourself from cybercriminals, whose techniques are becoming more and more advanced. Learn how to avoid email and phone-based attacks, and be aware everywhere from on the internet to on the move as you travel.
Estate Planning for 2026 & Beyond
The lifetime estate planning exemption of $12.9 million is set to expire in three years and after that will be cut in half. What proactive steps should you take today to minimize taxes? What does the future of estate planning look like? This webinar offers answers and features a broad discussion of estate planning.
Empowering Women in Wealth
Hear from our firm’s female leaders on the growing importance of the role women play in managing wealth for their families and their legacies. We will discuss navigating a variety of life’s challenges as well as how we as women can come together to build more wealth for future generations.
Webinars are provided for informational and educational purposes only. They do not consider any individual or personal financial, legal, or tax circumstances. As such, the information contained herein is not intended and should not be construed as individualized advice or recommendation of any kind. Where specific advice is necessary or appropriate, individuals should contact their professional tax, legal, and investment advisors or other professionals regarding their circumstances and needs.
Any opinions expressed in the webinars are subject to change without notice. The information provided herein is believed to be reliable, but we do not guarantee accuracy, timeliness, or completeness. It is provided “as is” without any express or implied warranties.
There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and nothing herein should be interpreted as an indication of future performance.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
