Let's Talk: Your Roadmap To A Successful Financial Future

It’s your future. It’s your family. Let’s make the journey a great one—together.

A forum designed to provide a clear roadmap of comprehensive strategies and solutions for securing your future—and that of your family. This dynamic series of educational and interactive conversations is designed for you to participate, ask questions, and explore real solutions to life’s most important financial decisions.

Led by OneTeam's expert strategists share valuable insights and suggest solutions to help build your roadmap for your retirement, future and peace of mind for you and your family.

No worries, we recorded the conversations.

Click on any of the links below to watch our past talks at your own pace. 

Have questions? Feel free to reach out to any of the strategists for additional insights or personalized guidance.  

▶️Women’s Health: What is Your Pelvic Floor Worth? with Jocelyn Fitzgerald, MD. Assistant Professor, Department of Obstetrics, Gynecology & Reproductive Sciences at Magee-Women’s Hospital

▶️ Protecting the Future: Essential Special Needs Planning Considerations with Drew Serzan, CLTC, OneTeam Financial and Constantina Koulosousas, Esq., The Wacks Law Group

▶️ How Your Social Security Benefits Are Impacted by the One Big Beautiful Bill  with Ash Ahluwalia, CFP, NSSA, OneTeam Financial

▶️ The Countdown to Tax Savings: Your Year-End Game Plan with Greg Dillon

▶️ The Truth About Paying for Long-Term Care: Medicaid, Myths & Your Money with Ryann Siclari, Esq., Partner, Porzio Bromberg

▶️Mastering Medicare with Rich Gustafson

▶️Planning Ahead - Understanding Long-Term Care Living Options Before You Need Them with Vita Martirano, Licensed Nursing Home Administrator

▶️The Emotional and Financial Burden of Long-Term Care on Loved One with Drew Serzan and Gina Ference

▶️Not Everything You’ve Heard About Social Security is True with Ash Ahluwalia

While many may discount the value of social security in their retirement planning, it is estimated that a typical middle-income couple will receive about $1.4 million. High net worth couples could receive over $2 million and collect nearly $100,000 per year from Social Security if they know how to maximize their benefits.

▶️Long Term Care: The Five Most Important Things You Need to Know with Drew Serzan

In this insightful conversation, we examine the far-reaching impact long-term care can have, not only on your retirement portfolio but also on the well-being of your family. We’ll explore the emotional, psychological, and physical toll caregiving can take on loved ones, along with the essential documents you may consider having in place to be prepared. From a planning perspective, today’s environment offers more choices, improved financial strategies, and innovative solutions to help you navigate long-term care and prepare for the future. 

▶️End of the Year Tax Planning Tips with Greg Dillon

Discover actionable year-end tax strategies that could help you reduce your tax burden and leave you feeling jolly at the end of the year. Our specialist shares how shifting your tax bracket, utilizing the current tax code, and understanding your asset locations can make a positive impact on your tax bill. It may be a good idea to be extra generous to your favorite charities and relatives this year.  

▶️Recognizing and Minimizing Financial Exploitation: The Most Important Things You Need to Know with Shana Siegel, Esq.

Elder financial abuse is commonly known as “the crime of the 21st century.”  In this session, we discuss how you can protect yourself, your family, and your clients from exploitation and help ensure you meet your ethical duties. Learn ways to protect your financial information to assist in reducing the risk of unauthorized use, and how often to review your financial accounts.

▶️The Great Tax Sunset: Preparing for 2026 Tax Changes with Greg Dillon

In this timely session, we discuss The Great Tax Sunset — the expiration of the Tax Cuts and Jobs Act of 2017, and what happens if these mostly favorable tax provisions affecting tax rates, standard deductions, estate tax exemptions, and more come to an end. Explore strategies to prepare for potential tax law changes that could impact your retirement income planning and wealth preservation goals.

▶️Estate Planning - Important Things to Know with Constantina Koulosousas, Esq.

Estate planning serves as the foundation for protecting your legacy and ensuring your wishes are carried out according to your values and goals. In this comprehensive session, we explore what constitutes an "estate," examine the essential documents you need in place, and discuss the critical role beneficiaries play in the planning process. We'll also address what happens when someone passes away without proper planning and how this impacts both the estate and loved ones left behind.

▶️Lions, Tigers and Hackers ... Hiding in The Tall Grass and In Plain Sight:  How To Spot the Threats and Avoid or Minimize the Impact of a Cyberattack with Michelle Schaap, Esq.

Michelle is a Member and Chair of the Tech, Privacy and Data Innovations Group at Chiesa Shahinian & Giantomasi (CSG Law). This conversation will address cybersecurity preparedness and provide tips to protect your accounts, payment transactions, and family communications. Hear about the latest scams and incident responses.