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
When Should I Collect Social Security?
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
Cyber Security Awareness
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…