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.
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…
Estate Planning Lessons
Roger Bair III, MSF, CFP®, CIMA® and Madison Bennett, CFP® lead an informative webinar on…
Information Security: Staying One Step Ahead of Scammers
Mike McCarthy and Alex Price lead an informative webinar focused on ways to protect your…
How to Find a Great Place to Retire
Alex Price, CFP® leads an informative webinar focused on the factors to consider when selecting…
Financial Planning: The Stuff You Haven’t Thought About Yet
Drew Tignanelli, CPA, CFP® and Michael McCarthy, CPA / PFS, CFP® dive into the non-financial…
How Can I Minimize Taxes in Retirement?
Graham Ewing, CFP®, MBA leads an informative discussion on ways to help minimize taxes during…