top of page


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.

Next Webinar

Upcoming Webinars

When: TBD

Topic: TBD

Past Webinars

Past Webinars

Click the links below to view our previously recorded webinars. 

Webinar # 22 - "How does the "Secure Act 2.0" impact my retirement?"

January 17th, 2023

Webinar # 21 - "2022 Year-End Tax Planning Opportunities"

November 16th, 2022

Webinar # 20 - "How Do Income Guardrails Work in Retirement?"

August 10th, 2022

Webinar # 19 - "How To Tame Your Investing Fears" September 2nd, 2021

Webinar # 18 - "Should Your Portfolio Change With Inflation Looming?" June 10th, 2021

Webinar # 17 - "The Changing 401k Plan Landscape & Considerations for Business Owners" March 5th, 2021

Webinar #16 - "Cyber Secure Your Wealth" February 19th, 2021

Webinar #15 - "Business Email Compromise & Ransomware"

February 19th, 2021

Webinar #14 - "PPP Loans Part 2: The 2nd Round of Small Business Loans Explained" February 5th, 2021

Webinar #13 - "Coronavirus Stimulus 2.0: What You Need to Know January 7th, 2021

Webinar #12 - "2020 Year-End Tax Planning Opportunities" 

November 19th, 2020

Webinar #11 - "Navigating the Medicare Maze" with Matt Scherer

November 12th, 2020

Webinar #10 - "What History Tells Us About Presidential Elections and the Market" October 30th, 2020

Webinar #9 - "What is Estate Planning and Why Do I Need It?"

October 15th, 2020

Webinar #8 - "Should You Buy Individual Stocks or Funds?"

September 17th, 2020

Webinar #7 - "Should You Buy Gold?" August 19th, 2020

Webinar #6 - "Spending with Confidence in Retirement: How To Not Run Out of Money" July 29th, 2020

Webinar #5 - "What We Should Be Teaching Our Children (or Grandchildren) About Personal Finance" July 9th, 2020

Webinar #4 - "Reviewing The Geometry of Wealth" June 18th, 2020

Webinar #3 - "Taxes in Retirement" May 28th, 2020

Webinar #2 - "The Value of Rebalancing" May 14th, 2020

Webinar #1 - "A Study of Declining Markets" April 30th, 2020

Future Webinar Topics

Future Webinar Topics

If you would like to request a topic to be covered at a future webinar, please fill out the form below.

Thanks for submitting!

bottom of page