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

Retirement Spending: What You Need To Know Before You Retire

This webinar is designed to help you prepare for your spending needs in retirement, BEFORE you retire.

During this event, we covered:

  • What retirees are spending and how to evaluate your spending needs.
  • Determined if your spending needs are reasonable with respect to your resources.
  • Identified if you will have margin built in for entertainment, emergencies, and unexpected expenses.

Date: March 24th, 2021


Market Update Q1 2021

In this webinar we covered a macroeconomic update of the markets and our outlook for the rest of 2021.

During the webinar topics we covered were:

  • What we think is next for the stock market
  • Impact of the new administration
  • Is the market disconnected from the economy?
  • When will the level of US debt matter?

Date: February 24th, 2021



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 watch our webinar where we discussed:

  • The Secure Act
  • New retirement rules for individuals and companies
  • How to plan for these new changes

Date: January 27th, 2021



Annual Market Outlook

Our Annual Holiday Breakfast was transformed into a Virtual Event for 2020.

The virtual event included:

  • A special holiday message from our Keen Wealth Team and families
  • 2021 Market Outlook
  • Special Surprise Performance

Date: December 12th, 2020


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:

  • The upcoming election and implications for your investments
  • Updates on Covid-19
  • The status of the economic recovery
  • Our outlook for the remainder of 2020

Date: October 28th, 2020


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:

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

Date: September 30th, 2020


Virtual Workshop with Greg Valliere

In this webinar Washington Insider, Greg Valliere, joined us for a virtual workshop where he covered:

  • The U.S. economy and the outlook for interest rates.
  • The surging budget deficits and the impact on markets.
  • Prospects for tax changes in the next two years.
  • Are trade disputes over?
  • Important election factors – turnout, the pivotal issues, the key states, etc.
  • How the markets may react to a Trump re-election – or a win by the Democrats.
  • Geopolitical hot-spots – the Mideast, Asia, Brexit, etc.

Date: August 27, 2020


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:

  • When do you become eligible for Medicare?
  • Parts A, B, C and D of Medicare.
  • The differences between a Medicare Supplement and a Medicare Advantage plan.
  • Why you should review your Part D coverage annually.
  • Medicare rules in Missouri and Kansas.
  • How can you change plans once you have already enrolled.

Date: August 5, 2020


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:

  • The best quarter for stocks since 1998
  • Update on Covid-19
  • What the leading indicators are telling us
  • Our outlook for the remainder of 2020

Date: July 14, 2020



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:

  • What to do right now with your retirement investments
  • How to save on taxes
  • What to do about your mortgage
  • New rules for tapping retirement plans and IRAs
  • And more

Date: June 17, 2020


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:

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

Date: April 29, 2020


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:

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

Date: April 15, 2020


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