Missed one of our events? No problem. You can watch on-demand.
Estate Planning Webinar
In this webinar, we cover estate planning. We explain what estate planning is, the goals of estate planning, along with discussing wills, trusts, probate, taxes as it relates to estate planning, power of attorney, plus questions from attendees.
March Happy Hour
Our happy hours are Q & A sessions in which we answer our audience’s financial questions. In this session, we touch upon Bitcoin, Gamestop, risk and return, and also tax planning, including gifts and tax considerations, Required Minimum Distributions, Qualified Charitable Distributions, tax issues in retirement, inheritance tax and more.
March Coffee Talk
Our coffee talks are Q & A sessions to answer any financial questions our audience may have. In this session, we touch upon the total amount of money that an individual might need to retire, debt reduction versus investment, Traditional versus Roth IRA, power of attorney, living will, and more.
2021 Market Review
20210 Market review – How has pandemic affected the markets? What does the rest of 2021 look like? What effect will President Biden have?
