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…
Timing is Everything! – Beginning of Year Financial Planning Strategies
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…
Sophisticated Retirement Planning Techniques for Johns Hopkins Employees
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
What Now Since We Know the Election Outcome
Join us on Friday, 11/20, as Drew Tignanelli will discuss various tax, investment, and retirement planning strategies that you should consider now that we know the outcome of the 2020 Presidential Election. Register Now