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.
Top 10 Things to Do to Retire in 2025
In this video, Alec Sunners and Graham Ewing discuss the most important issues to think…
Best Ways Retirees Make Investment Decisions
In this video, Jackson Courtney and Alec Sunners discuss foundations of investing.
Top Tax Moves to Make Before Year-End
In this video, Drew Tignanelli and Alec Sunners discuss tax planning for the end of…
Mastering Medicare for a Smooth Retirement
In this video, Roger Bair and Graham Ewing discuss Medicare and how to pick the…
Investing for a Worry-Free Retirement
In this video, Roger Bair and Alec Sunners discuss investing to make your retirement as…
Preparing for the Golden Years: Long Term Care Essentials
In this video, Drew Tignanelli & Alec Sunners discuss long term care and how to…