Webinars


With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.

UPCOMING WEBINARS


TBD

PAST WEBINARS


Navigating Uncertain Times

During these unprecedented times we are providing an opportunity to share our thinking with you on what we are seeing and how we are responding to the coronavirus pandemic. From grade schoolers to “go-go” retirees to those in retirement communities, each person is having their own unique experience and reaction to the various ways life has been temporarily modified.

Our goal is to provide you with objective information on how best to navigate forward with discipline and intentionality.

In this update we discussed:

  • The Coronavirus Crisis
  • Review of Government Stimulus
  • Fed Support
  • Potential Financial Planning Opportunities

Date: April 1, 2020


Are Your Being Forced to Retire Early For Any Reason?

Every year there are many retirees who are forced into an early retirement. In fact, according to the Employee Benefit Research Institute, almost half of retirees enter retirement earlier than they expected. Often these people planned to work until age 65, but a health problem, care-giving demands, or early termination from work led them to an early retirement.

No matter the reason, you need to have a thoughtful plan of action should you be faced with this scenario. In this webinar, we discussed the steps you need to take to be prepared to navigate this complex transition.

We discussed:

  • Health Insurance
  • Social Security
  • Pension Plans
  • Debt
  • Budgeting
  • Investment Decisions

Date: March 10, 2020


2019 Market Recap and Outlook for 2020

In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020.

Some of the topics Matt covers in this webinar include:

  • Upcoming election
  • Current corporate earnings outlook
  • Recession risks
  • Health of the jobs market
  • What the leading indicators are telling us
  • Our expectations for the stock market for 2020

Date: February 10, 2020


Raising Smart Money Kids

Kids learn the basics in school–reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

I believe it’s important to start talking about finances early, when kids are young. You can begin to share your values and help them shape their views on money in a culture that places a premium on “things,” not savings.

While we can’t shelter our children, we can teach them. It’s why I’ve created a guide of practical tips that I believe will help put your kids on the right path. Join us as we discuss the tips for teaching kids about money.

Date: December 18th, 2019


Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020

Some of the topics Matt covers in this webinar include:

  • Recession risks facing the U.S.
  • State of the consumer
  • Health of the jobs market
  • What the leading indicators are telling us
  • Our expectations for the stock market for the rest of 2019

In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in the third quarter of 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for the remainder of the year.

Date: October 17th, 2019


Second Quarter 2019 Market Recap and Outlook: Historically typical volatility returned in the second quarter of 2019. This volatility resulted in a pullback in excess of 6% in the S&P 500 during the month of May before recovering, then finishing near all-time highs by the close of June.

Influencing factors included:

  • Uncertainty surrounding U.S.-China trade relations
  • Future Federal Reserve interest rate policy
  • The state of the U.S. and global economies

Matt Wilson, CFP® discusses what drove the markets performance for the 1st half of 2019 and what to expect for the rest of the year.

Date: July 25, 2019


2019 Market Update and Commentary: Matt Wilson, CFP® takes a look back on the first quarter of 2019 year and share his thoughts on what we may expect for the remainder of the year.

How Tax Planning Changes Through Four Stages of Retirement 

Date: April 3, 2019