Workshops

We teach a continuing series of investment and financial workshops to our clients and the Bluffton & Hilton Head Island community, including “The 100 Year IRA”, “Top Ten IRA Strategies”, “Investment Planning for the Surviving Spouse”, and “Smart Women and their Money.” Our workshops are sponsored by community groups and organizations including American Association of University Women, Technical College of the Low Country, and the Beaufort County Public Library.

All Bedminster Group Workshops are free and open to the public by reservation.
Please call 843-705-5544 for more information.

The death of a husband or wife can often leave the survivor with a significant reduction in income. Join us for a review of our top investment planning strategies for couples concerned with financial longevity.

As an investor, how can you avoid taking on additional risk, retain flexibility, and still get an adequate income on your investments in this changing interest rate environment?

Come and learn about how the election cycle affects the stock market. In this workshop, we will discuss polling, is it reliable data or more of a guessing game, does the President really influence the stock market, does it matter which party hold the office

The SECURE Act passed by Congress will mean profound changes for IRA owners & beneficiaries. Join us for a free workshop to review the upcoming changes and how they will affect your retirement accounts.

This may be the most important financial workshop you attend this year. Join us for a comprehensive review of our Top Ten IRA Strategies. What if you could stretch out your IRA for nearly 100 years and defer taxes for decades longer than you thought possible? It’s all in developing an investment plan, structuring withdrawals and properly designating beneficiaries.

As an investor, how can you avoid taking on additional risk, retain flexibility, and still get an adequate income on your investments in this changing interest rate environment? In this workshop we will exam the current interest rate environment, explore strategies to remain flexible as rates change and review the advantages and disadvantages of a variety of income-oriented investments.

Learn the three most important factors that determine a sustainable rate of income from your investments now and in the future.

If something happens to you, will your spouse, family members or friends know where to find your important papers?

Stock market volatility can blindside investors and derail them from their goals. Behavior and planning make all the difference. We will discuss approaches that can help separate emotions from investment decision-making; successful investing comes from navigating challenging markets as well as fully participating in rising markets.

Please join us for a special breakfast workshop designed especially for retirees and soon-to-be retirees on understanding the basics of tax-free investments in your portfolio to maximize your retirement income.

A review of our top income strategies for investors looking for stable income alternatives in this low interest rate environment. In this workshop we will review the current interest rate environment, explore strategies to remain flexible as rates change in the future, and review the advantages and disadvantages of a variety of income-oriented investments.

Maintaining your IRA and 401(k) accounts, keeping track of your beneficiaries and knowing where your important papers are kept are crucial in achieving successful, personal financial management habits.

Enhance the lives of others as you lessen your tax burden. It is important to know if your contribution qualifies for a tax savings. In this workshop we discuss a variety of topics including how to maximize your donations, making non-cash donations, and the benefits of using foundations and funds.