Basic Understanding of Trusts
In this video, Drew Tignanelli, CPA, CFP® discusses different types of trusts and their uses.
How to Title Your Assets for Protection
In this video, Drew Tignanelli, CPA, CFP® and Alec Sunners CFP®, discuss ways to add protection to your assets from issues such as divorce, liability, and bankruptcy.
A Dozen Ugly Truths About Retirement
In this video, Roger Bair, MSF, CFP®, CIMA® & Madison Bennett, CFP®, CFT-1™ discuss ugly truths about retirement to help you best prepare for them.
The Worst Pieces of Financial Advice You May Hear From Friends
In this video, Drew Tignanelli, CPA, CFP® discusses misinformation you may hear from friends when it comes to finances.
Calculating The ROI of a College Education
In this video, Mike McCarthy, CPA/PFS, CFP® discusses the ROI of a college education.
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…