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.
The Top 11 Questions a Financial Advisor Gets
Every week, clients ask us: Should I pay off my mortgage or invest? How much…
The 401 (k) Mistake Everyone Makes
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
Why Claiming Social Security at the Wrong Time Can Ruin Retirement
In this video, Alec & Peter discuss the benefits of taking social security early vs…
How to Be Retirement Ready by 2026
In this video, Alec & Jackson discuss what to be planning for if you intend…
Smart Money Moves to Make in Each Decade of Life
In this video, Alec & Jackson discuss financial moves to make in every stage of…
Everything You’re Not Considering About Retirement
In this video, Roger and Alec discuss things you might not have anticipated after retiring.