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Ronald A. Bartlett & Associates, LTD. host both in person workshops and virtual webinars. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

Webinars

Events in May–June 2024

  • May 2, 2024 (2 events)


    May 2, 2024

    Online Webinar
    Topic Highlights:

    • What is an Annuity?
    • Can an Annuity produce income?
    • Do I need an annuity?
    • And many more!

    CLICK HERE TO REGISTER


    May 2, 2024

    Online Webinar
    Topic Highlights:

    • What is an Annuity?
    • Can an Annuity produce income?
    • Do I need an annuity?
    • And many more!

    CLICK HERE TO REGISTER

Live Events

Events in May–June 2024

  • June 11, 2024 (1 event)


    June 11, 2024

    The Door Restaurant, 163-07 Baisley Blvd
    Jamaica, NY 11434

    Discussion Highlights to Include:

    • Explore how changes in tax laws might impact your family’s tax obligations and what steps you can take to mitigate these effects.
    • Address concerns about maintaining a steady income throughout retirement and strategies to avoid running out of funds.
    • Understand the potential impact of market fluctuations on your retirement savings in accounts like IRAs and 401(k)s.
    • Learn potential strategies to manage long-term care expenses while avoiding expensive premiums.
    • Assess how increasing interest rates could affect your investment portfolio while exploring ways to optimize your earnings and minimize risk.

    CLICK HERE TO REGISTER

  • June 13, 2024 (1 event)


    June 13, 2024

    The Door Restaurant, 163-07 Baisley Blvd
    Jamaica, NY 11434

    Discussion Highlights to Include:

    • Explore how changes in tax laws might impact your family’s tax obligations and what steps you can take to mitigate these effects.
    • Address concerns about maintaining a steady income throughout retirement and strategies to avoid running out of funds.
    • Understand the potential impact of market fluctuations on your retirement savings in accounts like IRAs and 401(k)s.
    • Learn potential strategies to manage long-term care expenses while avoiding expensive premiums.
    • Assess how increasing interest rates could affect your investment portfolio while exploring ways to optimize your earnings and minimize risk.

    CLICK HERE TO REGISTER

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