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:
Understanding Life Insurance - How Much do I Need?
Life insurance is about far more than dying. In this presentation we cover the basics about what policies to use, how much coverage you need, and other related topics.
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Pros & cons of various policy types.
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How much insurance do I need? How to calculate.
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The right way to buy whole life insurance - maximize your cash value.
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Suggestions on keeping or cancelling your policies.
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Date & Time:
Thursday, 12/19 @ 2:00 pm Central
Investing in Your Retirement Accounts.
In this presentation we cover the basics about what investments are appropriate for your retirement accounts and why. Whether it's your company Plan, IRAs, Roth, or other retirement accounts we will cover the ins and outs of putting your retirement money to work!
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Pros & cons of various accounts.
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How much should I really be saving?
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The best way to maximize your accounts.
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Suggestions on drawing your assets and using them.
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Date & Time:
Thursday, 1/23/25 @ 2:00 pm Central
Financial Planning for Couples
In this presentation we cover some considerations around sharing your finances with a spouse or other individual. What factors should you consider when sharing accounts with another?
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Pros & cons of sharing various account types.
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Coordinating your work plans and investments.
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Fundamentals around taxes and shared income.
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Some considerations around insurance and estate planning basics.
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Date & Time:
Thursday, 2/27/25 @ 2:00 pm Central
Investing & Taxes 101
In this presentation we cover some of the basics around taxes and investing. What are some considerations around how investments affect your tax return?
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Pros and cons of various investment types - from a tax perspective.
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Understanding how income from investments is taxed.
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Fundamentals around capital gains and how they are taxed.
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Tax considerations of withdrawing from various account types.
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Date & Time:
Thursday, 3/20/25 @ 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.