Videos of Interest

Who We Are

Webinar Replays

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

Business Planning

Education Savings

Tax Planning

Estate Planning

Market Volatility