Kiplinger's Wealth-Building Web Conference Series

What: 6 can't-miss wealth-building web conferences.
When: Between today and January 31, 2017.
Why: To help guarantee your richly rewarding future.
Where: View the presentations on your computer wherever you have Internet access.

All web conferences will be recorded. Have a schedule conflict on a live event date? No worries, view the recorded program on demand whenever you like.

Get one web conference FREE when you sign up for all six. $29 per conference all six for just $145.

The next live web conference in the series is...

#5 Tax Planning for 2017 and Beyond

Date: January 10, 2017   Presenter: Pete Woodring, founding partner, Cypress Partners

There's no doubt big tax changes are on the way, but not necessarily overnight. Not only do you need to keep up to date with changes as they happen this year, but more important you need to know what you can do to minimize the tax bite heading into 2017 and beyond. This web conference reveals proven strategies to help you keep more of your hard-earned money in your pocket, including:

  • Tax loss harvesting,
  • Income, deduction and expense timing,
  • Asset allocation,
  • Tax implications for mutual fund dividends,
  • The relationship between capital gains tax and inflation,
  • And more.

Date: January 10, 2017   Time: 1:00 pm EST, 45 minutes including audience Q&A
Schedule conflict? The presentation will be recorded and viewable on demand whenever and as often as you wish.

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#6 Safe Ways to Double or Triple Your Cash Yield

Date: January 31, 2017   Presenter: Jeff Kosnett

This web conference reveals a number of safe, sensible investment alternatives where you can reliably earn 5% to 7% cash yields, year in and year out, in any kind of market. You'll discover practical, proven techniques to boost your spendable investment income through highly lucrative investment alternatives too often overlooked by income investors, including:

  • Safe real estate investment trusts (REITs) that reliably yield more than 5%,
  • Easy-to-buy municipal bonds with a taxable equivalent yield of 7%,
  • Energy limited partnerships and pipeline investments that yield 5% or more,
  • Ginnie Maes that provide higher yields with lower risks than long-term Treasuries,
  • Cash-generating corporate, municipal, and institutional bonds that are ripe for the picking,
  • And much more.

Date: January 31, 2017   Time: 1:00 pm EST, 45 minutes including audience Q&A
Schedule conflict? The presentation will be recorded and viewable on demand whenever and as often as you wish.

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#1 Dividend Investing: How to Make Your Income Last for Your Lifetime
This event has already taken place but you can view the recording on demand.

Presenter: Taylor Schulte, CFP, founder and CEO of Define Financial

Dividend investing is for you if you seek stability and income in your portfolio. What's more, investments that pay dividends can be more stable than growth investing. Bonus for retirees: You can take dividends as cash income rather than withdrawing the principle from your account! You'll discover:

  • Who should and who should not invest in dividend stocks,
  • Suitable asset allocation strategies, and which types of accounts are best for dividend stocks,
  • The potential pitfalls or traps of dividend investing what to look for and what to avoid,
  • How to invest in dividend stocks: individual securities vs. mutual funds vs. ETFs,
  • And much more.

The recorded presentation is viewable on demand for those who were unable to attend live program on September 20, 2016. 45 minutes including audience Q&A.

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#2 The Four Words Every Investor Must Ask a Financial Advisor: Are You a Fiduciary?
This event has already taken place but you can view the recording on demand.

Presenter: Harold Evensky, Chairman of Evensky & Katz

No matter who you choose to help you make financial decisions, you must verify up front that they put your interests and needs before their own. This web conference answers the critical questions you must address before you choose a financial advisor, including:

  • What's the difference between Suitability and Fiduciary, and why should you care?
  • Are you aware that legally speaking, brokers don't provide substantive advice?
  • What does Rules versus Principal regulation mean, and why should you care?
  • If things go wrong, who's on the hook your advisor, or you?
  • How can you protect yourself?
  • And more.

The recorded presentation is viewable on demand for those who were unable to attend live program on October 11, 2016. 45 minutes including audience Q&A.

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#3 Tune In to Macro Trends for Investing Success
This event has already taken place but you can view the recording on demand.

Date: November 9, 2016   Presenter: Bill DeShurko, RIA

Fast forward to the day after Election Day. You know who the next President will be. There's going to be a lot of to-ing and fro-ing and the usual uproar about what the new Administration will do and how the markets will react.

But focusing on the din in Washington isn't nearly as important as identifying the macro trends that actually will determine how your investments will perform over the long term.

This web conference reveals a number of lucrative investment strategies and opportunities looming on the horizon -- if you know where to look for them -- including:

  • Companies and stocks that are poised to profit with the rise of "the Internet of things,"
  • How to capitalize on the growing value of data and artificial intelligence in the services field,
  • How increasing freight shipments can predict a stock market rally,
  • Customer demographics that drive reliable performance in a wide range of companies, and how to spot them in an investment you're considering,
  • And much more.

Date: November 9, 2016   Time: 1:00 pm EST, 45 minutes including audience Q&A
Schedule conflict? The presentation will be recorded and viewable on demand whenever and as often as you wish.

get this wealth creation conference now        get all six wealth creation conferences

#4 How to Bequeath a Sound Financial Future to Your Loved Ones

Date: December 6, 2016   Presenter: Marguerita Cheng, CEO Blue Ocean Global Wealth

There's a big difference between estate planning and wealth transfer. The first focuses on protecting your assets, the second accounts for family considerations to ensure your estate plan achieves your goals. This webinar will help you not only safeguard your estate, but also make sure it's put to whatever use you intend. You'll discover:

  • Help future heirs avoid careless spending traps and financial paralysis,
  • Account for family members' diverse personalities and characters,
  • Leave wiggle room for unforeseen life events, market fluctuations, even future changes in tax law,
  • Avoid the trap posed by static estate and wealth transfer plans,
  • And more.

Date: December 6, 2016   Time: 1:00 pm EST, 45 minutes including audience Q&A
Schedule conflict? The presentation will be recorded and viewable on demand whenever and as often as you wish.

get this wealth creation conference now        get all six wealth creation conferences