Upcoming ACG Webinars
ACG webinars are presented monthly. Simply provide your contact information, and we'll do the rest. You will receive email confirmation, automated reminders, and a link to schedule directly to your calendar. We never share your contact info with third parties.
For previous presentations, click here:
Estate Planning Basics 101
In this presentation we cover the basics of estate planning. What are some of the considerations around passing assets to the next generation? What types of assets pass more efficiently than others? What other considerations should you be thinking of for gifting and/or charitable gifting?
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Pros and cons of various trusts.
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Understanding your estate and what is included or not included.
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Fundamentals of how different assets pass to the next generation.
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Considerations of IRAs and retirement accounts in your planning.
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Basic concepts around charitable gifting.
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Date & Time:
Thursday, 5/29/25 @ 2:00 pm Central
Preparing for Retirement
In this presentation we cover how financial advisors and managers judge retirement readiness, and the topics you should be considering to gauge your own retirement readiness. How much should you save? Is there a "magic number?"
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Pros and cons of retiring before age 60.
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Bridging the gap between retirement and Medicare.
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Drawing down your accounts in retirement.
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Should you consider annuities?
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Brief discussion about allocating your accounts.
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Date & Time:
Thursday, 6/19/25 @ 2:00 pm Central
Investment advisory services are offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser. The information provided herein is intended to be informative in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG. Information contained on this website is from sources deemed to be reliable. ACG is not liable for errors from these third sources. References to specific securities are solely for illustration and education relative to the market and related commentary. Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website. For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.