March 31st 11am CST – Travel In The Post Covid World
Join Luke and Jeff as they discuss travel in the post Covid world. Jeff is a local travel agent having served this area for the past eight years. Jeff will discuss how travel has changed and what you can expect if you are traveling in this post Covid environment.
Sam and Luke welcome you to a discussion about annuities. You learn: the differences between Variable, Fixed and Income annuities. What annuities do and what they don’t do. How advisors are paid and the conflicts of interest. Social Security and Pensions are annuities, so why so much negative press, and is it justified?
May 26th 11am CST – Wills, Trusts, Beneficiaries..Oh My!
Join us in welcoming a special guest from Hooper Law Office to talk about estate planning. Do I need a will? Does a trust make sense for our family? Should I be updating my beneficiaries? Sam and Luke will facilitate this discussion that goes through some basics of estate planning and some practical information to help you get started on organizing or reviewing your current estate plan.
Join Sam and Luke as they discuss the 3 biggest risks faced by retirees. What is sequence of returns risk and how does it affect my retirement? What is withdrawal rate risk? Longevity risk, am I spending more that my nest egg can support?
Have you ever heard of medical massage? Join us for a special webinar with Jill Anderson of Body Innervation Massage. Jill is an educator, owner, and practitioner of her craft and can’t wait to tell you all about it and how it could benefit you.
August 25th 11am CST – Mutual Funds vs. EFT’s, Which is Better?
Join Luke and Sam as they explain the difference between different investment vehicles. What are 12-b-1 fees? What are phantom gains? How do the investment expenses stack up for different choices. We will answer all these questions and more.
Join Luke and Sam as we welcome a Social Security expert to explain some of the different strategies you have available in electing to receive SS benefits. When should I turn on my benefits? How do I maximize my benefits? We will answer these questions and more.
Duell Financial Strategies’ Business Continuity Planning
Duell Financial Strategies has developed a Disaster Recovery/Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
Contacting Us – If after a significant business disruption, you cannot contact us as you usually do at (920) 832-3720, you should go to our website at www.duellstrategies.com.
Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.
Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within a two (2) hour time period. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within a 24 hour time period. In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through our website www.duellstrategies.com on how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt access to their funds and securities.
For more information – If you have questions about our business continuity planning, you can contact us (920) 832-3720.
Now Offering Virtual Meetings
We care about our community and we know how important your finances are to you. We are now offering virtual appointments to help answer your important questions.