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Browse the Lynch Retirement Investment Group library of financial and investment webinars to learn about trending investment strategies and relevant information for your financial success! 

March 2022 Market Update

The Lynch Retirement Investment Group welcomes J. Michael Gibbs, Managing Director, Director of Portfolio & Technical Strategy, Raymond James, to provide a timely market update.

*Current market volatility and investor concerns.

*Geopolitical conflicts and historical perspective.

*Why long-term investing is still important.

Maximizing Your Social Security Benefits

Andrew Fentress and Tim Brady help you understand the steps you will need to take to maximize your Social Security.

*When is the best time to claim Social Security benefits.

*How is Social Security taxed.

*Integrating Social Security income into your retirement planning.

Estate Planning for Corporate Retirees

John Lynch & Gary Altman help you understand the steps you will need to take when creating your Estate Plan.

*Who should use a trust in planning their estate.

*Types of trusts available for estate planning.

*Does it make sense to name a trust as an IRA beneficiary.

*Transfer-on-Death vs. Revocable Living Trust Accounts.

Retirement Planning for Defense Industry Employees!


*Understanding the retirement process for Defense industry employees.

*Making an informed decision regarding your company pension.

*What your options are with the company 401(K) plan upon separation.

What We Think with Mike Gibbs

A breakdown of current market conditions and what to expect in the near future. 

Retirement Planning for Telecommunications Industry Employees - 

*Understanding the retirement process for telecom industry employees.

*Making an informed decision regarding your company pension.

*What are your options with the company 401(K) plan upon separation.

Tax Laws & Lump Sum Distributions - You have worked diligently your entire career to build a retirement nest-egg and financial security but that does not mean all of your financial challenges are behind you. Instead as you enter into retirement you face new challenges, many for the first time.

Evaluating the Lump Sum vs. Monthly Annuity Pension - Planning for your retirement is filled with choices. If you’re pension-eligible, one of those decisions will include how you will take your pension payments. Understanding your options when it comes to taking a lump-sum or an annuity is essential as you prepare your assets for a stress-free retirement.

Medicare changes that may effect you!

*Are you nearing 65 & need healthcare updates?
*Are you already enrolled in Medicare and want to review your options?
*Do you understand your coverage options?
*Does someone you love need help making an informed Medicare decision?
*Do you need help finding the right plan?

The Medicare mile marker is on the horizon. Most U.S. citizens become eligible at age 65 for the health insurance program facilitated by the federal government, with an open enrollment period at the end of each calendar year thereafter. Given the somewhat complicated coverage options – Part A, Part B, Part D, Part C, Medigap – it’s easy to get lost on the Medicare enrollment journey. Fortunately, you don’t have to go it alone.

Value vs. Growth Investing

*Risks associated with each type of investment.

*Growth rates for each type.

*Balancing your portfolio with Growth and Value investments.