Webinars
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.
Upcoming Webinars
When: TBD
Topic: TBD
Past Webinars
Click the links below to view our previously recorded webinars.
Webinar # 22 - "How does the "Secure Act 2.0" impact my retirement?"
Webinar # 21 - "2022 Year-End Tax Planning Opportunities"
Webinar # 20 - "How Do Income Guardrails Work in Retirement?"
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"
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"
Webinar #11 - "Navigating the Medicare Maze" with Matt Scherer
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?"
Webinar #8 - "Should You Buy Individual Stocks or Funds?"
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