Build your confidence and take control of your retirement journey with this 90-minute educational program from Hammond Iles Wealth Advisors.
 
Whether you are beginning to plan for retirement or want to make sure you are on the right path, this session will help you understand the key steps to create a secure and enjoyable future.
 
You will learn practical strategies for creating a sustainable retirement spending plan and choosing the right mix of retirement accounts for your situation. We will cover essential investing principles that every long-term investor should know, along with common pitfalls that can derail even thoughtful plans. You will also take a closer look at important considerations for health care planning and explore ways to make informed choices about Social Security so you can maximize your benefits over time.
 
This workshop is designed to give you clear, easy-to-understand guidance so you can move forward with purpose and confidence. It is a great opportunity to strengthen your financial foundation and begin shaping the retirement lifestyle you desire.

Registration is now open and space is limited. Secure your spot by clicking on the button below. 

Are you confident your current plan can support the retirement you envision? Join us for this engaging Financial Power Hour where we will walk through the essential building blocks of a thoughtful retirement plan and help you connect the pieces in a clear, meaningful way.

You will learn how to:

• Turn your savings into a sustainable retirement income
• Understand how different retirement accounts work together
• Apply key investing principles and avoid common pitfalls
• Plan for healthcare costs in retirement
• Make informed decisions to help maximize your Social Security benefits

📅 Wednesday, June 10, 2026
⏰ 12:00 PM (Noon) ET
📍 Live on Zoom

Whether retirement is still years away, right around the corner, or already underway, having a clear and thoughtful plan can make all the difference. This webinar is designed to meet you where you are, whether you are just starting to think about your future, building momentum, or looking for reassurance that you are on the right path.

Unable to attend live? Register anyway. The webinar will be recorded, and all registrants will receive a link to the replay.

No matter your stage, you will walk away with practical insights, a better understanding of how the key pieces fit together, and greater confidence in the decisions ahead.

One of the most powerful financial decisions you will ever make may be sitting on a form you have not reviewed in years.

Beneficiary designations may seem like routine paperwork, but they carry enormous weight. In many cases, they bypass probate and control how retirement accounts, life insurance policies, and certain investment accounts are distributed.

A mistake or outdated designation can create conflict, unnecessary tax consequences, or outcomes that no longer reflect your wishes. In some cases, one overlooked form can undermine years of thoughtful planning.

In this Financial Power Hour, we walk through the most common mistakes people make when naming beneficiaries and the simple steps you can take to avoid them.

You will learn:

• Why beneficiary forms carry more power than most people realize
• Common mistakes that can cause unintended conflict, confusion, or tax consequences
• How to properly name primary and contingent beneficiaries
• When trusts or charitable beneficiaries may make sense
• How recent rule changes impact inherited retirement accounts and distribution timelines
• Practical steps to review and align your beneficiary designations with your overall financial plan

Whether you have recently updated your estate documents or have not reviewed your beneficiary forms in years, this presentation will give you a clear framework for making sure your assets transfer exactly the way you intend.

Many people feel concerned about what is happening around them and want to help, but are unsure where to start or how to make their efforts truly effective. In this session, we explore how thoughtful financial planning can help turn that concern into meaningful, sustainable action.

In the webinar, you will learn how to:

• Focus on the four giving decisions you can control: who to give to, how much, how, and when to give
• Align your generosity with your values and financial plan
• Bring clarity and sustainability to your charitable giving
• Use strategies such as donating appreciated investments and Qualified Charitable Distributions (QCDs)
• Explore tools like donor-advised funds, charitable gift annuities, and charitable remainder trusts
• Plan now for future legacy gifts through beneficiary designations and estate planning

Our goal is to provide a simple framework that helps you support the people, causes, and organizations you care about in a way that fits comfortably within your financial plan.

Markets have delivered strong gains, surprising twists, and no shortage of headlines. As we move into 2026, many investors are asking the same questions:
What really drove market performance? Where are we now? And what should I expect next?

In this Hammond Iles Financial Power Hour, Greg Hammond, CFP®, CPA provides clear perspective on the current state of the markets and practical guidance for investing with confidence during uncertain times.

In this webinar, you will learn:

• What drove market performance in 2025 and what it may signal for the year ahead
• Where the economy and markets stand today, including key risks and opportunities
• What major financial institutions are forecasting for 2026
• How interest rates, inflation, and consumer trends may impact investors
• Proven investment principles that can help reduce stress and support long-term confidence

Whether you are approaching retirement, newly retired, or simply want reassurance that your investment strategy remains aligned with your long-term goals, this session will help you focus on what you can control and avoid costly emotional decisions.

Required minimum distributions can feel a lot like being told to clean your plate whether you are hungry or not. Once RMDs begin, Uncle Sam decides when you must take income and how much tax comes with it. The good news is that with the right planning, you can regain control.

In this presentation you will learn:
✅ How RMDs are calculated
✅ How RMDs affect Social Security and Medicare
✅ How to use strategic withdrawals and Roth conversions
✅ When a QCD may help lower your taxable income
✅ How to build a multi year plan you can understand and use

This session is designed to make complex rules easy to understand. You will see examples, illustrations, and real-life scenarios that help you apply what you learn. Whether you are already taking RMDs or will be soon, you will walk away with clear steps that can help reduce taxes, improve flexibility, and support a more confident retirement.

If you want to make the most of the new 2025 tax rules, this Financial Power Hour will walk you through the strategies that matter most. The One Big Beautiful Bill Act (OBBBA) and SECURE Act 2.0 have created new opportunities along with new challenges. This webinar explains how to use these changes to help reduce your taxes, plan confidently, and position yourself for future success.

In this clear and easy to follow session, our team breaks down four major planning areas using real examples and simple illustrations from the presentation:

✅New Below the Line Deductions 

✅The Window to Itemize Deductions 

✅Think Maximum, Not Minimum 

✅Strategic Gifting 

Whether you are retired, still working, or planning ahead for loved ones who may inherit your accounts, this session offers practical ideas you can apply right away.

If you have questions or would like to talk through how these strategies fit your personal situation, our team is always here to help.

Whether you’re helping a family member with their Medicare, newly eligible yourself, or currently enrolled in Medicare and want to be sure your benefits are still right for you, this class will prepare you and your loved ones for the choices you’ll need to make.

Medicare open enrollment began October 15, 2025. Our special guest speaker Rob Charnas, a licensed representative from UnitedHealthcare®, will address many common questions and misconceptions:
✅ What does Medicare cover?
✅ How do you compare and choose the right plan?
✅ What are the major differences among Medicare supplemental plans?
✅ What you need to know before buying a Medicare supplement plan?
✅ How can I save money on my Medicare coverage?

Watch this insightful presentation to get a better understanding on how to select and utilize Medicare coverage and a supplemental plan for you or someone you care about.

Do you have a plan in place for your future? In this presentation, Cate A. Craig, Esq., estate planning attorney with Reed Wilson Case, explains the essential steps to protecting your assets, avoiding probate, reducing stress for loved ones, and ensuring your wishes are honored. You’ll discover:

✅ Why estate planning is essential (even if you already have a financial plan)     

✅ Common mistakes and how to avoid them

✅ The role of wills, trusts, powers of attorney, and healthcare directives

✅ Strategies to protect and preserve your wealth across generations

Estate planning isn’t just about documents - it’s about control, protection, and peace of mind for you and your loved ones.

Congress just passed a sweeping new law with big implications for your retirement, taxes, and charitable giving. While many familiar rules are staying the same, the One Big Beautiful Bill Act (OBBBA) introduces new deductions, expanded benefits, and short-term planning opportunities that could impact how you manage your money.

Watch this video for a clear, plain-English walkthrough of what’s changing and what’s not.

You’ll learn how it may affect everything from your paycheck to your Social Security benefits, your savings strategy to your giving goals - whether you're early in your career, raising a family, planning for retirement, or already enjoying it.

✅ No politics - just practical guidance to help you plan with confidence.

In today's digital age, online scams and phishing attacks are increasingly sophisticated, posing significant threats to your financial security. This informative session will equip you with the knowledge and tools to recognize and help protect against these cyber dangers.

What You'll Learn:

✅Common tactics used by scammers
✅Red flags to watch out for in emails and messages
✅Best practices to safeguard your personal and financial information
✅Steps to take if you suspect you've been targeted

Watch this webinar to stay informed and protect your financial wellbeing.

If you’re taking Required Minimum Distributions (RMDs) and don’t rely on them for daily living expenses, you have several options to put those funds to good use — from growing your investments to supporting family members or charitable causes.

In this session, you’ll learn about:

✅ Ways to reinvest RMDs to help your savings continue working for you

✅ How charitable giving can reduce taxable income

✅ Options for leaving a meaningful legacy for family or causes you care about

✅ Strategies for supporting education or gifting to loved ones

🧭 Whether you’re already taking RMDs or planning ahead, this session offers helpful ideas to consider as part of your retirement and estate planning.

When financial markets feel uncertain, it's easy to panic or second-guess your investment strategy. This video will equip you with time-tested principles and practical tools to help you make informed decisions and stay on course toward your long-term goals. 

In this presentation, you'll learn:
✅ Why volatility is a normal part of investing
✅ How market history can guide informed decisions today
✅ The importance of diversification and long-term perspective

✅ How academic investing principles can help guide portfolio design
✅ What NOT to do during market downturns
✅ How a financial coach can help you stay focused on your goals

Whether you're a seasoned investor or just getting started, this video offers practical guidance to help you build confidence during market ups and downs.

The ability to stretch an inherited IRA over a lifetime was essentially eliminated for most beneficiaries by the SECURE Act. Some Inherited IRA and Roth IRA beneficiaries are now required to withdraw the entire balance out of an inherited IRA within 5 or 10 years and may be subject to required minimum distributions. Not knowing the rules and tax-saving strategies for inherited IRAs could result in paying more income taxes and penalties.

Click on the link below to learn what you need to know when you inherit an IRA and what you can do to pass on your IRA with less taxes to leave more wealth to the people you care about.

Feeling overwhelmed at the thought of another tax season? It doesn’t have to be that way! Join us for an engaging presentation that will guide you through simple, effective steps to make tax time less taxing—and even painless.

What you’ll learn:
✅ How to organize and prepare your financial documents
✅ Key deductions and credits to save you money
✅ Practical tips for avoiding common tax season pitfalls

Click on the link below to turn tax season into an opportunity, not a headache. Whether you’re filing your taxes yourself or working with a pro, this presentation will leave you feeling confident and in control.

We look forward to helping you make this tax season your easiest yet!

Are you at a crossroads, wondering if retirement is simply about slowing down? Imagine a different path—one filled with energy, purpose, and discovery. This class redefines retirement as a vibrant "Gold In Age," where you shed old limitations and embrace a future brimming with potential and personal fulfillment.

Click on the link below to join Ashley Rigby, MBA, ACC, CPRC as she brings transformative insights from her coaching experience to help you retire those outdated beliefs holding you back. Discover practical strategies to craft a retirement overflowing with joy, fulfillment, and meaningful engagement. Step into this new chapter ready to thrive—equipped with practical tools and inspired to no longer see retirement as an end, but as an exciting new beginning!

If you think you’re paying too much in taxes, chances are you may be right.  In this class we discuss various tax planning strategies you can use to save on your taxes and increase the impact of your financial and charitable planning efforts. Some of the topics we will cover include:

• Key Tax Rule Changes Taking Effect in 2024 and 2025
• Roth Conversions
• Distribution Strategies for You and Your Beneficiaries
• Tax Effective Gifts to Your Family and Charity

Managing your taxes efficiently involves a clear understanding of the tax saving opportunities available to you.  Click on the link below to watch this insightful presentation to gain a better understanding of how to plan to save money on your taxes.

Myths and Misconceptions of Medicare & Medicaid

Our special guest, Elder Law Attorney Joan Reed Wilson, joined us to discuss the myths and misconceptions about Medicare and Medicaid along with the steps you can take to protect your families' assets from potential long-term care costs. In this class you will learn:

• The difference between Medicare and Medicaid,
• What the programs cover and what they do not,
• The long-term care benefits available to veterans,
• The 5-year and 3-year look-back rule,
• How Revocable Trusts and transfers to children may not protect your assets,
• Benefits of an Irrevocable Trust, and
• Tips to ensure a smooth approval for benefits and protect assets.

Click on the link below to learn the important questions to ask and steps to take to protect you and your family.

Social Security has the potential to be a key financial asset, yet too many American families fail to maximize their benefits.

Watch the video and learn:

• Common mistakes you can make when filing
• How Social Security benefits work for you and your spouse or partner
• When and how to start receiving Social Security benefits
• Opportunities to increase your benefits throughout retirement

This video class is ideal for you and your family connections who want to maximize social security benefits in retirement, take an early retirement, or make more informed choices.

The Important Things We All Need to Know

Whether you want a refresher or are just starting out, learning the money basics will empower you to have more confidence in your financial future.  In this class we will share the important money basics we all need to know. Topics we will cover in this class include:

• Reduce money stress by having a peace of mind account,
• The 50/30/20 Rule,
• Using the power of compounding for your retirement,
• Understanding stocks and bonds and what role they play in your portfolio,
• 3 investing pitfalls to avoid.

By the end of this class, you'll have a better understanding of the money basics and how to implement them for more financial freedom and fulfillment in your life.

Watch the video and learn about:

• Types of accounts such as IRA, Roth IRA, 401(k), 403(b), Solo 401(k)
  
• Differences between types of accounts
  
• Employer match 
  
• The miracle of compounding
  
• How much to save
  
• Using employer plan limited options
  
• RMDs & qualified charitable rollovers
  

Sometimes all the different types of investments can seem overwhelming.

Watch the video and learn about:

The Financial Basics that will empower you whether you want a refresher, are just starting out, graduating college, beginning a career, getting married, or assisting with finances for a loved one.