Roger Bair III, MSF, CFP®, CIMA® and Madison Bennett, CFP® lead an informative webinar on the estate planning lessons to be learned from watching HBO's hit television show, Game of Thrones*. *This event/webinar/recording is in no way sponsored or endorsed…
Mike McCarthy and Alex Price lead an informative webinar focused on ways to protect your information from scammers.
Alex Price, CFP® leads an informative webinar focused on the factors to consider when selecting the location in which you want to retire.
Drew Tignanelli, CPA, CFP® and Michael McCarthy, CPA / PFS, CFP® dive into the non-financial aspects of retirement that are not always top of mind. https://www.youtube.com/watch?v=fYoMSCA1sgk
Graham Ewing, CFP®, MBA leads an informative discussion on ways to help minimize taxes during retirement. https://www.youtube.com/watch?v=C2PSg95geJc
Join us for an informative webinar led by Christopher O’Shea, CFP ®, CPA on Financial Consulate's investment story and how it relates to portfolio diversification. https://www.youtube.com/watch?v=f4w7tYAudGc
Join Financial Consulate's own Graham Ewing, CFP®, MBA for an informative webinar focused on important considerations to examine before collecting social security. Watch Now
Join us on Thursday, 2/25 at 12:00 p.m. EST, for our Cyber Security Awareness webinar. Drew Tignanelli and special guest, Ben Schmerler, the Director of Strategic Operations for DP Solutions, will be discussing various cyber security attacks to be aware…
Join us on Friday, January 29th at 12 PM, as Drew Tignanelli with be discussing the benefits of taking your Required Minimum Distribution at the beginning of a year, as well as making Qualified Charitable Distributions early in the year.…
Do you work at Johns Hopkins University? Join us on Friday, December 18th at 12 PM for our webinar discussing various planning strategies specific to JHU employees. Watch Now