Free Financial Education Webinars

Free Financial Education Webinars2025-09-04T01:04:47+00:00

Learn how to Plan Smarter, Live Better with our free resources

Knowledge is power, especially when it comes to making financial decisions that can have costly consequences.

That’s why in addition to offering our holistic financial planning services, we also provide on-demand webinars on a variety of topics anyone planning for retirement can benefit from.

Man with financial peace of mind in retirement
Retired Couple on the Beach

Watch One of Our Free Webinars

Check out one of the many free webinars below to learn about potential financial challenges and opportunities in retirement.

  • Retirement Income Planning
  • Tax Management
  • Social Security Planning

  • Legacy (Estate) Planning

  • Life Insurance & Protection Planning

  • And more!

Retirement Planning Webinars

Check out one of the many free webinars below to learn about potential financial challenges and opportunities in retirement.

Maximizing Your Retirement Income

Retirement incoming planning can easily get confusing and overwhelming.

Learn the basics including the three biggest risks you’ll face in retirement and the rules about withdrawing from your accounts in this free webinar.

How to Reduce Your Taxes in Retirement

Is it really possible to generate tax-free income in retirement?

Learn our strategies to reduce or minimize taxes on your retirement income with our free webinar.

How to Maximize Your Social Security Benefits

Should you wait until 70 to maximize your social security?

This free webinar centered on social security will teach you claiming strategies, how recent changes can affect your RMDs, and how you can potentially increase your benefits with effective tax filing strategies.

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

Useful links

© Copyright 2015 - 2025 | Intelliplan Financial | Privacy Policy | All Rights Reserved

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

Go to Top