WEALTHCARE CONNECT

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WealthCare Connect is the one-stop community where you can obtain and share the information, tools and guidance to help you make better financial decisions. From setting up a child’s college savings plan to distributing a tax-advantaged estate, and almost everything in between, you’ll find it here.

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Podcasts  View more
Spooky Stuff Spooky Stuff
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Special Savings  View more
The Case for Gold The Case for Gold
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Forum  View more
What are supplemental benefits? What are supplemental benefits?
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Quizzes  View more
Test your knowledge on Investing! Investing
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Latest Events  View more
Get Your FREE 48 Hour On-Demand Access Pass to John Assaraf’s "Rewire Your Brain For Financial Success" Presentation on Brain Research that has Helped Thousands Of People Increase Their Income
Rewire Your Brain For Financial Success Presentation
 Online
Obtain continuing education credits and professional training from the convenience of your home or office with Lorman Education Services online seminars, webinars and courses. WealthCare Connect members receive a 10% Discount Register online and receive discount automatically or call 866 352-9539 and provide code: 04024366 http://www.lorman.com/training/?discount_code=O4024366&p=18648 WealthCare Connect may receive compensation from Lorman for purchases make through links(s) on this website. Upcoming Live Webinars: Filtering Techniques for Excel Data December 2, 2019 What Every Lawyer Needs to Know About Open Source December 4, 2019 Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan December 4, 2019 Office of Foreign Assets Control Risk Assessment December 5, 2019 Passive Activity Losses in Real Estate December 5, 2019 A Managers Guide to FMLA: How to Avoid 6 Common Mistakes December 9, 2019 Estate and Financial Planning for Clients Living With Chronic Illness December 9, 2019 Protecting Your Organization's Intellectual Property December 10, 2019 Board Governance Best Practices for Nonprofits December 16, 2019 How to Create High Impact Excel� Reports January 7, 2020 Accounts Payable Best Practices January 8, 2020 Excel� - Mastering Advanced Functions January 13, 2020 Transfer of Assets to a Public Charity: Private Foundation Termination January 14, 2020
Lorman Professional Training Webinar Schedule
 Online
This webinar will cover the following: Illustrate the user-friendly features and design improvements of the new IRS withholding estimator to help taxpayers check their withholding. Demonstrate how to use the new withholding estimator. Explain why taxpayers need to do a Paycheck Checkup to check their withholding. Plus a live Q & A
1:00pm 19September
Free Tax Withholding Estimator Webinar
 Online - Eastern Standard Time
Earn your NSSA® Social Security Advisor Certificate on your terms. Choose what works best for you. ___________________________ Upcoming NSSA classes and Webinars ___________________________ Enter discount code “returning” reducing tuition to $350. Discount is only available to current NSSA advisors. Cincinnati December 3, 2019 Ft Lauderdale January 16, 2020 Cincinnati January 31, 2020 Webinar December 27, 2019 Webinar January 13, 2020 Two Day Webinar: (Discount code for current NSSA advisors – “returningw”) (Two day webinars are a huge hit with advisors.) November 21 & 22, 2019 (10-2 ET both days) November Webinars (webinars begin at noon ET) November 20, 2019 NSSA Update November 26, 2019 Marketing – traditional and digital channels with LeadJig Special Holiday Webinar (50% discount) Jim and I are in the holiday spirit!!! We added a webinar on December 30th to the schedule. Yes, December 30th. The webinar begins at 8:00 am ET. We reduced the cost by 50% to $347.50. Pass this e-mail to your colleagues. Discount code is “nssaspecial”. We are looking to finish 2019 with a bang!!!!!!!!!!!!!!!!!!!!!!!!! Advanced Class The advanced class is gaining steam.!!! The advanced class qualifies for 5 hours of NSSA® CE. Agenda is attached. Included with the videos is our list of Situational Social Security questions along with the PowerPoint. As a special bonus, Jim and are recording segments on international SS issues and WEP/GPO. These segments will be available in January, February of 2020 and will be available to advisors purchasing by December 31, 2019 at no additional charge. Tuition is “only $300”. We are using Vimeo’s streaming platform. Purchase via this link. After December 31, 2019, tuition for the advanced class will increase to $350. The additional segments will increase the number of NSSA CE hours to 8! Recorded Webinars Oct 2, 2019 NSSA Update Sept 25, 2019 SS Help Centers Sept 25, 2019 Housing Wealth/Reverse Mortgage For information on NSSA, click HERE Live Classes: Enter “wealthcare” and Save $100 Live Webinars: Enter “wealthcareweb” and Save $50 On-Demand Webinars: Enter “wealthcareon” and Save $35 Register at: https://www.premiernssa.com/directory/class-schedule WealthCare Connect may receive a referral fee from NSSA for purchases make through these links.
2020 Social Security Advisor Training Schedule
 Online

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