We host a range of educational and social events to help you stay informed and up to date on the issues that impact your financial picture.
Stay tuned for upcoming webinars and browse our past webinars below!
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 offers strategies you can use to preserve it.
Health Savings Accounts
Listen in as Liam Grubb, CFP, CAIA, Vice President - Senior Retirement Plan Strategist 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.
Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.