As many of you already know, educating our clients is one of our top priorities. Watching or reading financial media concerning markets can evoke some strong emotional responses that often lead to poor decisions. Because of this, we decided to produce our own educational material rooted in facts, data, and history rather than speculation. We periodically host webinars on various topics related to markets, tax planning, retirement planning etc. We will continue to post webinars to this page as they are recorded, as well as information regarding future webinars.
When: Thursday, November 4th at 11 AM EDT
Topic: 2021 Year-End Tax Planning Opportunities
Description: Oceanside Advisors Founder, Johann Kroll CFA, CFP® presents on one of our favorite topics, "Year-End Tax Planning Opportunities". We touch on how to identify opportunities before discussing the different strategies we utilize to limit your tax liability in both current and future years. We close by answering a few questions.
Click the links below to view our previously recorded webinars.
Webinar # 19 - "How To Tame Your Investing Fears" September 2nd, 2021
Webinar #16 - "Cyber Secure Your Wealth" February 19th, 2021
Webinar #15 - "Business Email Compromise & Ransomware"
Webinar #9 - "What is Estate Planning and Why Do I Need It?"
Webinar #8 - "Should You Buy Individual Stocks or Funds?"
Webinar #7 - "Should You Buy Gold?" August 19th, 2020