Living a Happy, Healthy & Wealthy Retirement
In this video, Roger Bair, MSF, CFP®, AIFA® and Madison Bennett, CFP®, CFT-1™ provide insight on how retirees can promote a retirement filled with happiness, health, and wealth.
Tax Strategies for Giving to Charity
In this webinar, Financial Consulate's own Graham Ewing, MBA, CFP® discusses various tax strategies related to charitable giving.
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 elected officials have on the market.
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 financial advisor should also be the person who prepares your taxes.
Estate Planning Lessons
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…
Information Security: Staying One Step Ahead of Scammers
Mike McCarthy and Alex Price lead an informative webinar focused on ways to protect your information from scammers.
How to Find a Great Place to Retire
Alex Price, CFP® leads an informative webinar focused on the factors to consider when selecting the location in which you want to retire.
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 aspects of retirement that are not always top of mind. https://www.youtube.com/watch?v=fYoMSCA1sgk
How Can I Minimize Taxes in Retirement?
Graham Ewing, CFP®, MBA leads an informative discussion on ways to help minimize taxes during retirement. https://www.youtube.com/watch?v=C2PSg95geJc
A Portfolio Built for Time, Not Timing
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