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 Best Tax Hacks for Every Retiree
In this video, Alec Sunners discusses the best tax planning practices for retirees for this…
The Biggest Retirement Planning Mistakes
In this video, Alec Sunners and Madison Bennett discuss common mistakes people make when planning…
Tax Tips and Understanding Your Return
In this video, Leo Lavezza and Drew Tignanelli discuss how to review your tax return…
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…