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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.

Calculating The ROI of a College Education

In this video, Mike McCarthy, CPA/PFS, CFP® discusses the ROI of a college education.

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Living a Happy, Healthy & Wealthy Retirement

In this video, Roger Bair, MSF, CFP®, AIFA® and Madison Bennett, CFP®, CFT-1™ provide insight…

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Tax Strategies for Giving to Charity

In this webinar, Financial Consulate's own Graham Ewing, MBA, CFP® discusses various tax strategies related…

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Rating Financial Market Influencers: The Federal Reserve vs. the President & Congress

In this webinar, Chris O'Shea, CPA, CFP® explores the influence that the Federal Reserve and…

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10 Reasons Why a Comprehensive Personal Wealth and Tax Advisor Can Save You More Than a Tax Preparer

Drew Tignanelli, CPA, CFP® and Bob Boehner, CPA, CFP® discuss 10 reasons why your personal…

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Estate Planning Lessons

Roger Bair III, MSF, CFP®, CIMA® and Madison Bennett, CFP® lead an informative webinar on…

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