Upcoming Events

    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.

     

    Webinars

    Stay tuned for upcoming webinars and browse our past webinars below!

     

    Year-End-Charitable-Planning-Video

     

    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-Video

     

    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-Video

     

    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-Video

     

    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.