| 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 |
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| The New Retirement Rules: The SECURE Act and What You Need to Know
The SECURE Act changes the retirement rules for individuals and companies, which means current and future retirement plans need to be reviewed and adjusted. Please join us for a webinar where we will discuss:
The webinar will begin at 12:00pm CT and run approximately for an hour. Date: January 27th, 2021 |
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PAST WEBINARS |
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| Annual Market Outlook
Our Annual Holiday Breakfast was transformed into a Virtual Event for 2020. The virtual event included:
Date: December 12th, 2020 |
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| Market Update Q3 2020
In this webinar we covered a macroeconomic update of the markets and our outlook for the rest of 2020. Some of the topics covered in this webinar included:
Date: October 28th, 2020 |
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| Unexpected Retirement? What Steps You Should Take.
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. In this webinar, we discussed:
Date: September 30th, 2020 |
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| Virtual Workshop with Greg Valliere
In this webinar Washington Insider, Greg Valliere, joined us for a virtual workshop where he covered:
Date: August 27, 2020 |
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| Live Webinar with Cindy Stonum and Amy Stonum Roup
One of the many confusing aspects of retiring – and where costly mistakes can be made – is the transition from employer health insurance to Medicare. To address this important topic, we brought in guest speakers and Medicare experts, Cindy Stonum and Amy Stonum Roup for our latest workshop series. Did you know that Medicare does not cover everything? Supplemental insurance is essential, but choosing the right policy is no easy task. During this workshop, we discussed:
Date: August 5, 2020 |
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| Q2 2020 Market Update
In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, covered a macroeconomic update of the markets, as well as the key things we are watching right now and our outlook for the rest of 2020. Some of the topics Matt covered in this webinar include:
Date: July 14, 2020 |
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| The Coronavirus Crisis: How to Turn a Down Market in your Favor
In times of market volatility should you stay invested in the stock market? And how does economic uncertainty affect your personal finances? We try to give you the answers to these and other important financial questions. In the virtual workshop, we discussed:
Date: June 17, 2020 |
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| Part 3: Navigating Uncertain Times
In part 3 of our ongoing discussion covering COVID-19 and it’s impact in the US and world, we update the data that we shared in parts 1 and 2, and provide additional commentary on our current views and strategy. We also answered many of the questions we’ve received. Our goal is to provide you with objective information on how best to navigate forward with discipline and intentionality. In this update we discussed:
Date: April 29, 2020 |
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| Part 2: Navigating Uncertain Times
In Part 2 of our ongoing discussion covering the impact that COVID-19 has had across the US and the world, we updated the data from part 1 and provided additional commentary on our current views and strategy. We also answered many of the questions we’ve been receiving. Our goal is to provide you with objective information on how best to navigate forward with discipline and intentionality. In this update we discussed:
Date: April 15, 2020 |
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| 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:
Date: April 1, 2020 |
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| 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:
Date: March 10, 2020 |
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| 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:
Date: February 10, 2020 |
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| 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 |
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| Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020
Some of the topics Matt covers in this webinar include:
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 |
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| 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:
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 |
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| 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. | |||||
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| How Tax Planning Changes Through Four Stages of Retirement
Date: April 3, 2019 |
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