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 to Maximize Charitable Giving
In this video, Drew Tignanelli discusses the best ways to maximize charitable giving
When to Collect Social Security
In this video, Graham Ewing discusses when it could be the best time for you…
Invisible Losses You Can See…and Avoid
In this video, Drew Tignanelli and Alec Sunners discuss invisible losses and how they can…
Last Minute Tax Saving Tips
In this video, Drew Tignanelli and Leo Lavezza discuss some last minute ways to save…
Effective Ways Retirees Transfer Generational Wealth
In this video, Roger Bair and Alec Sunners discuss effective ways retirees can transfer generational…
Turning a Retirement Portfolio Into a Paycheck
In this video, Roger Bair and Alec Sunners discuss how to handle money in retirement.