Educational Events Calendar - RSVP Today!
Reby Advisors hosts educational community events throughout the year that are designed to be educational, engaging and practical. We select presenters who love what they do and communicate complex topics in easy-to-understand terms.
Browse our events below and RSVP today by calling (203) 790-4949 or signing up online through the links provided.
Free Financial Planning Webinar for Young Professionals
Taking Control of Your Money Before 40
Attendees will get advice on these important decisions that will impact your financial independence...
How should I invest in the stock market: individual stocks, mutual funds, or ETFs?
Should I build wealth by investing in real estate beyond my primary residence?
How can I protect my young family or financially prepare to start a new family?
What is the best way to manage student debt?
The webinar starts Thursday, August 13 at 6:30 p.m. Please share this event with any friends or family members who you think may benefit from attending.
On-Demand Video Class
The CARES Act Impact on Social Security and Retirement Planning
In this virtual class, Dixon Downey covers:
How to take advantage of the one-time 2020 rules for retirement accounts (and what NOT to do)
How to minimize or eliminate taxes on Coronavirus Related Distributions (CRD) from retirement accounts
New tax-efficient charitable giving opportunities
The impact on Social Security, business owners, and more
On-Demand eMoney Demo for Clients
3 Ways eMoney Is Designed to Enhance Your Financial Outcomes
How to Easily Set up the Most Beneficial Features of eMoney, Step by Step
In this on-demand video, you will learn:
Easy-to-follow instructions to set up three highly beneficial features
How an organized, real-time Net Worth Statement simplifies your financial life
How to view the Investment & Asset Allocation Reports that holistically analyze all of your accounts and enable Reby Advisors to review your total strategy
How to customize the experience with Goals Tracking to add, adjust, and measure progress towards the goals that matter most to you
How eMoney enhances review meetings and enables you to get more timely advice
How to Strengthen Our Democracy in Troubling Times
In this complimentary online video class, Bob Reby, CFP®, Founder and CEO of Reby Advisors, and Dr. John R. Patrick, author of Election Attitude: How Internet Voting Leads to a Stronger Democracy, discuss:
- Voting with paper or via the Internet: Which is more secure, accurate, private, and verifiable
- How the US can safeguard ballots from hackers and foreign adversaries using blockchain technology
- Cautionary Case Studies: What went wrong and how mistakes could have been avoided
- Success Stories: Internet voting in foreign countries and pilot programs in US states