Videos of Interest

Who We Are

Webinar Replays

Year-End Charitable Planning

As the holiday season and year-end approach, many of us look for ways to combine our desire to help causes we believe in with our desire for tax savings.  Listen in as Heather Zack, JD, LLM, MSFP, CAP, Team Lead, Advanced Planning at Commonwealth Financial Network discusses strategies you can use to accomplish both these goals.

Beyond the Numbers:  An Economic and Market Update

This exclusive webinar features Brad McMillan, Managing Principal and Chief Investment Officer at Commonwealth Financial Network.  Listen in as Brad shares his in-depth knowledge of the financial markets and economic issues that may affect your financial perspectives.

Managing Legacy Wealth

Are you concerned with preserving your family wealth for future generations?  Listen in as Jan Blakeley Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS, Director of Advisor Education at Thornburg Investment Management, presents on why family wealth disappears and offer strategies you can use to preserve it.

Health Savings Accounts

Listen in as Liam Grubb, CFP, CAIA, Vice President - Senior Retirement Plan Strategish Defined Contribution Division - US at Franklin Templeton Investments discusses the tax advantages of Health Savings Accounts and how they can help offset medical expenses now and in retirement.

Wealth Management

Whealthcare Planning

Retirement Planning

Education Savings

Tax Planning