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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.

Basic Understanding of Trusts

In this video, Drew Tignanelli, CPA, CFP® discusses different types of trusts and their uses.

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How to Title Your Assets for Protection

In this video, Drew Tignanelli, CPA, CFP® and Alec Sunners CFP®, discuss ways to add…

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A Dozen Ugly Truths About Retirement

In this video, Roger Bair, MSF, CFP®, CIMA® & Madison Bennett, CFP®, CFT-1™ discuss ugly…

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The Worst Pieces of Financial Advice You May Hear From Friends

In this video, Drew Tignanelli, CPA, CFP® discusses misinformation you may hear from friends when…

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Calculating The ROI of a College Education

In this video, Mike McCarthy, CPA/PFS, CFP® discusses the ROI of a college education.

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Living a Happy, Healthy & Wealthy Retirement

In this video, Roger Bair, MSF, CFP®, AIFA® and Madison Bennett, CFP®, CFT-1™ provide insight…

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