Events
‘Virtual’ Educational Courses Available Now
Join KCA Wealth Management for one of our upcoming educational webinars. We believe knowledge is power, and we want to be the ones who empower you on your journey to making informed financial decisions. Attend one or all of our upcoming virtual events – our complimentary gift to you.
Financial and retirement planning without clear direction is like starting a journey without a map. We want you to understand your financial life and have knowledge of the tools and strategies available to help you pursue your unique goals. Equipped with this insight and aware of the actionable steps needed to secure your future, you can gain confidence in knowing that you have the ability to live and retire on your terms.
We believe education is the foundation for a rewarding life. Through real-world examples, narrative stories and illustrations, and action-oriented advice, these courses will address complex financial topics in terms that are both understandable and entertaining.
Let’s start this journey together. Join us for an upcoming webinar. Register Now.
Upcoming Events
September 27, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
How Tax Planning Changes Through Four Stages of Retirement
Don't let Uncle Sam take more than his fair share of your retirement savings! Learn insightful tax planning strategies from KCA Wealth Management and Steve Lubart, CPA to minimize taxes during retirement and make the most out of your golden years.
September 27, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
How Tax Planning Changes Through Four Stages of Retirement
Don’t let Uncle Sam take more than his fair share of your retirement savings! Learn insightful tax planning strategies from KCA Wealth Management and Steve Lubart, CPA to minimize taxes during retirement and make the most out of your golden years.
September 29, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
How Tax Planning Changes Through Four Stages of Retirement
Don't let Uncle Sam take more than his fair share of your retirement savings! Learn insightful tax planning strategies from KCA Wealth Management and Steve Lubart, CPA to minimize taxes during retirement and make the most out of your golden years.
September 29, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
How Tax Planning Changes Through Four Stages of Retirement
Don't let Uncle Sam take more than his fair share of your retirement savings! Learn insightful tax planning strategies from KCA Wealth Management and Steve Lubart, CPA to minimize taxes during retirement and make the most out of your golden years.
October 7, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
The Option Group - Family Caregiver Support
Are you overwhelmed trying to juggle work and life while serving as a caregiver for a loved one? Providing proper assistance is challenging. The Option Group is joining us to present insight on care management skills to give your loved one and family the best quality of life.
October 19, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
October 19, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
October 21, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
October 21, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
November 9, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
Holistic Tax Planning & Financial Planning
Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn't yet paid Uncle Sam. (And he isn't even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
November 9, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
Holistic Tax Planning & Financial Planning
Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement
November 11, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
Holistic Tax Planning & Financial Planning
Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn't yet paid Uncle Sam. (And he isn't even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
November 11, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
Holistic Tax Planning & Financial Planning
Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement
December 7, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
December 7, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
December 9, 2021
12:00p - 1:00p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.
December 9, 2021
6:30p - 7:30p
KCA Wealth Management - Virtual Course
The Bucket Plan - Retirement Income Planning
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. How segmenting money in the “Now”, “Soon” and “Later” buckets can truly help you achieve a “worry-free” retirement.