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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.

The Biggest Retirement Planning Mistakes

In this video, Alec Sunners and Madison Bennett discuss common mistakes people make when planning…

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Tax Tips and Understanding Your Return

In this video, Leo Lavezza and Drew Tignanelli discuss how to review your tax return…

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Top 10 Things to Do to Retire in 2025

In this video, Alec Sunners and Graham Ewing discuss the most important issues to think…

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Best Ways Retirees Make Investment Decisions

In this video, Jackson Courtney and Alec Sunners discuss foundations of investing.

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Top Tax Moves to Make Before Year-End

In this video, Drew Tignanelli and Alec Sunners discuss tax planning for the end of…

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Mastering Medicare for a Smooth Retirement

In this video, Roger Bair and Graham Ewing discuss Medicare and how to pick the…

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