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.
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.
The Non-Financial Aspects Impacting Your Retirement
In this video, Drew Tignanelli & Alec Sunners discuss other aspects important to your retirement…
10 Things to Do Before December 31st to Reduce Taxes In Retirement
In this video, Drew Tignanelli & Graham Ewing discuss what to do before the end…
10 Things a Retiree Should Know About Medicare
In this video, Graham Ewing, CFP®, MBA & Roger Bair, MSF, CFP®, CIMA® go over…
The Unfamiliar Territory of Financial Planning: Financial Therapy
In this video, Madison Bennett, CFP®, CFT-1™ dives into what Financial Therapy is, how childhood…