Top Retirement Investment Workshops to Attend in 2023

Before any financial or retirement planning can be done, individuals and families must learn about the basics of personal finance, why it is important, and how it is fundamental to retirement success and financial freedom. One way to learn about financial stability and security is through online retirement and financial workshops. These online workshops, otherwise known as webinars, are great tools for individuals and families to learn more about the various aspects of finance, including tips and tricks on how to improve one’s financial situation for the better and expert knowledge from financial professionals on the best financial practices to have a healthy and comfortable retirement.

At Arrowroot Family Office, we offer our clients extensive tools and resources to learn how to manage one’s financial situation and prepare for retirement. These top workshops and webinars give individuals and families current, up-to-date knowledge from experts in the wealth management and financial advisement space. Professional speakers, including CEO Rob Santos, and a plethora of financial advisors and wealth managers speak out on subjects such as investment, estate planning, retirement, and tax planning. Below are some of the workshops we offer to help better our client’s understanding of personal financial management and retirement.

A Family Office View of Emerging Trends in Multi-Family Investing

This engaging online round table discussion on multi-family investing features three distinguished leaders in the fields of Real Estate and Family Office investing: Rob Santos, CEO of Arrowroot Family Office, Casey Lynch, CEO of Roundhouse, and Benjamin Orze, CFO of Fow Hollow Ventures. During this session, these esteemed panelists will explore a diverse range of topics, including capital markets, real estate, and investing. This discussion will provide individuals with valuable insights into key areas of investment, allowing participants to gain a deeper understanding of trends, challenges, and opportunities in the investment space.

Benjamin, Casey, and Rob will lead an interactive conversation, sharing their decades of wealth management experience and expertise. They will delve into various subjects related to the economy, investment strategies, and best investment practices, ensuring that attendees acquire important and actionable knowledge to enhance their own investment endeavors.

Investing for a Successful Retirement (In-person Workshop / Los Angeles)

Our financial advisors and wealth managers understand the complexities of retirement planning and how difficult of a journey it can be. This is why Arrowroot Family Office provides our clients with a monthly, in-person workshop to guide them through every step of the way. These webinars are designed to provide individuals and families with valuable insights that empower them to make well-informed decisions about their financial future.

Each webinar is thoughtfully curated to deliver essential information and actionable strategies specifically tailored to individuals seeking to achieve their retirement goals. Our advisors cover a wide range of topics, including investment strategies, risk management, tax planning, and more. Whether one is at the early stages of retirement planning or seeking to refine their existing retirement plan and strategy, our webinars offer individuals the knowledge, expertise, and skill set needed to succeed.

By attending these webinars, our clients can gain a deep understanding of crucial subjects such as structuring income in retirement, ensuring investments last throughout retirement, optimizing social security timing, and implementing effective tax strategies to minimize taxes during retirement. Our expert financial advisors and planners will provide expert guidance and share valuable insights to help you navigate through these important aspects of retirement planning.

Investing for a Successful Retirement (Online)

Our Arrowroot Family Office team also hosts monthly webinars online about “Investing for a Successful Retirement.” With the complexities involved in retirement planning, our expert financial advisors and planners are here to guide individuals and families toward making informed decisions about their financial future.

Each webinar is thoughtfully designed to deliver valuable insights and practical strategies for individuals seeking to achieve their retirement goals. This comprehensive coverage includes topics such as investment strategies, risk management, tax planning, and more.

Whether one is in the early stages of retirement planning or seeking to refine their existing financial plan, our webinars will equip individuals with the knowledge and tools necessary for success. By attending these webinars, individuals and families will gain a deep understanding of important subjects such as structuring income in retirement, investing sustainably to avoid running out of money, optimizing social security, and minimizing taxes in retirement with effective tax strategies.

Estate Planning: How to Avoid Probate

Another online monthly webinar that Arrowroot Family Office offers is called “Estate Planning: How to Avoid Probate.” In collaboration with our team of highly experienced estate planning attorneys and financial advisors, we aim to equip individuals and families with the knowledge and tools necessary to effectively manage one’s estate and ensure the seamless transfer of assets to loved ones in the event of a financial or medical situation.

Probate can often be a time-consuming and costly process, but with the right estate planning, it can be avoided altogether. Our webinars delve into various essential topics, including the creation of a living trust, effective gifting strategies, optimizing beneficiary designations, and more.

Regardless of the size of one’s estate, our webinars offer valuable insights and empower individuals to take charge of their estate planning. By attending this webinar, one will gain the knowledge and confidence needed to navigate the intricacies of the probate avoidance process. Covered topics include creating a living trust for probate avoidance, managing beneficiary designations for asset transfer, minimizing estate planning tax implications, and comprehensive planning for successful asset transfer.

Savvy Tax Planning

Lastly, Arrowroot Family Office hosts a monthly webinar titled: “Savvy Tax Planning.” Our financial advisors and wealth managers understand that navigating the complexities of taxes can be challenging, which is why our expert advisors are here to provide guidance and empower individuals and families to make well-informed decisions about their finances.

Our webinars cover a diverse range of topics, ensuring comprehensive coverage of tax planning strategies. Our advisors explore methods to reduce one’s tax burden through deductions and credits, as well as strategies to maximize tax benefits while minimizing overall tax liability. Additionally, our advisors delve into the current and latest changes in tax laws, discussing how these changes may impact future financial situations.

Whether one is an individual, part of a growing family or a business owner, our webinars offer valuable knowledge and tools to help our clients succeed. We believe in equipping individuals and families with the necessary skills to take control of their taxes and finances effectively. Our webinar covers topics such as reducing tax burden with deductions and credits, maximizing tax benefits and minimizing liabilities, understanding the latest tax laws, and planning for a tax-efficient retirement.

Conclusion

In conclusion, understanding the intricacies of finance planning and retirement is crucial for individuals and families to secure a comfortable and financially stable future. Arrowroot Family Office recognizes the challenges faced by many in navigating these complex areas, which is why we offer a range of workshops and webinars to provide valuable insights and expert guidance.

By attending our webinars, individuals and families will gain essential knowledge and actionable strategies to make informed decisions about their financial future and current financial situation. Whether it’s investing for a successful retirement, estate planning to avoid probate, or savvy tax planning, our webinars cover a wide array of topics tailored to our clients’ needs.

Take advantage of this opportunity to equip yourself with the tools and expertise necessary for financial success. Join us for our upcoming events and gain insights from our experienced professionals, including CEO Rob Santos and a team of skilled financial advisors and wealth managers.

Don’t delay your financial planning any further. Sign up for our webinars today and take the first step towards securing a prosperous future for yourself and your loved ones.