Webinars

Facts Vs Feelings Take 5 – Inflation: Is it All Good?

New inflation data came out this week. Is everything all good with inflation? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include:   New inflation metrics came out for April  Most inflation is trending in …

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What to Expect When You’re Expecting Social Security to Run Out of Money

When a problem is 14 or 15 years away, there’s not great urgency to fix it. But when that problem comes within a decade, that’s a different story. You’ve likely read that the Social Security trust fund is going to run out of money by 2034, but with the looming Trustees of the Social Securit …

Planning for a Disclaimer…in 5 Easy Steps

What is a disclaimer? A disclaimer is a formal refusal of an inheritance (or part of an inheritance) by a beneficiary. By creating a “path” for disclaimed assets to follow, a skilled planner can provide a beneficiary with the option to pass assets to alternate beneficiaries.

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