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Discussing ROI on College with Your Kids and Grandkids

In our April webinar, Michael McCarthy, CPA/PFS, CFP® will be discussing strategies for discussing the cost and return on investment of a college education with your kids and grandkids who may be deciding what they want to do after high…

Living a Happy, Healthy & Wealthy Retirement

Join us on Thursday, March 31st for an informative webinar hosted by Roger Bair, MSF, CFP®, AIFA® and Madison Bennett, CFP®. Roger and Maddie will share tips for living a healthy, wealthy, and happy retirement.

Tax Strategies for Giving to Charity

Join us on Thursday, February 24th at 12:00 p.m. Eastern Time as Financial Consulate's own Graham Ewing, MBA, CFP® leads an informative webinar on various tax strategies related to charitable giving.

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