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.
Planning for Special Needs
In this video, Drew Tignanelli, CPA, CFP® and Mike McCarthy, CPA/PFS, CFP® discuss ways to…
Eldercare: Methods for Obtaining Government Assistance for Long Term Care
In this video, Drew Tignanelli, CPA, CFP® and eldercare attorney Alex Zarzecki discuss eldercare planning…
Basic Understanding of Trusts
In this video, Drew Tignanelli, CPA, CFP® discusses different types of trusts and their uses.
How to Title Your Assets for Protection
In this video, Drew Tignanelli, CPA, CFP® and Alec Sunners CFP®, discuss ways to add…
A Dozen Ugly Truths About Retirement
In this video, Roger Bair, MSF, CFP®, CIMA® & Madison Bennett, CFP®, CFT-1™ discuss ugly…
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…