Webinars
We will be conducting monthly webinars hosted by various members of our accredited team to discuss a variety of financial planning topics and help educate our viewers. Follow us on our social media platforms to know when our upcoming webinars will air live. Recordings of our previous webinars can be found here.
How the One Big Beautiful Bill Impacts Retirees
In this video, Drew and Alec talk about the biggest changes in the newly passed…
Weathering Market Volatility Within a Retirement Portfolio
In this video, Roger Bair & Jackson Courtney discuss how to manage market volatility within…
I Have $2 Million Saved. Am I Still on Track to Retire?
In this video, Graham Ewing discusses retirement planning and how to make sure you are…
The Best Tax Hacks for Every Retiree
In this video, Alec Sunners discusses the best tax planning practices for retirees for this…
The Biggest Retirement Planning Mistakes
In this video, Alec Sunners and Madison Bennett discuss common mistakes people make when planning…
Tax Tips and Understanding Your Return
In this video, Leo Lavezza and Drew Tignanelli discuss how to review your tax return…