Our Financial Boot Camp Series

FREE ONLINE FINANCIAL BOOT CAMPS

Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

All events are online and begin at 12 noon.

 


SIMPLE IRA’s, 401(k), Profit Sharing Plans and Cash Balance Plans: How Do I Choose?

Wednesday, March 25 from 12 noon – 1 pm

Presented by Alex Oliver, CFP, First National Corporation

The amount of choices that a small business owner needs to make around their benefits package can be overwhelming. Retirement plans can be both simple and complex. Luckily, First National Corporation serves as the quarterback to almost 100 small business owners across 20 different custodians and TPA’s, giving us a large sample that helps point new small business owners in the right direction. Learn more about the different company profiles and sizes that we work with and how we use your financials and demographics to install the right plan for you.

 

 


How to FIRE Part 2: Distribution Strategies for an Early Retiree

Friday, April 24 from 12 noon – 1 pm

Presented by Alex Oliver, CFP, First National Corporation

In late 2018, we conducted a webinar that summarized many of the strategies necessary in order to retire in your 40’s or 50’s. In this webinar, we will discuss how to live off of your retirement accounts tax-efficiently, ensuring that you are able to stretch your dollars for the increased time horizon. Included in this webinar will be the use of HSA’s during retirement, Roth conversions, step up in basis on taxable accounts, and how charitable contributions or leaving an inheritance behind may factor into your plan.