Wealth Management Webinar
November 16th 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
Wealth Management Advanced Planning Workshop
October 5th 6:30 PM
October 6th 10:00 AM
We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you.
Guest Speakers: Brenda Hunter, CPA of Hunter CPA Group, PC, Neal Barnett, managing partner of Sills, Charboneau & Barnett, Don L. Rosenberg a shareholder of the law firm Barron, Rosenberg, Mayoras & Mayoras and Stephanie Coney President of London Consulting and Insurance will be speaking and available to answer your questions.
SEE IT HERE:
https://youtu.be/3aPTT5ezVlU?si=ZITbMQEHPMwUcyYR
Wealth Management Webinar
September 14th 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
SEE IT HERE:
https://youtu.be/-JrzHf4uyUM?si=AXWXLBzKEW53ToJw
Wealth Management Webinar
August 17th 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
SEE IT HERE:
https://youtu.be/ihf-I-DfwXY?si=I9-ZtAvRNv-zmM_j
Market 1/2 Time Report
July 20th 6:30 PM
July 21st 10:00 AM
We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you.
By Invitation Only
SEE IT HERE:
https://youtu.be/NUoLv4prplc
Wealth Management Webinar
June 22nd 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
SEE IT HERE:
https://youtu.be/0TNfplOFYaA
Wealth Management Webinar
May 18th 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
SEE IT HERE:
https://youtu.be/RECG0ncMJjs
Wealth Management Webinar
April 20th 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
SEE IT HERE:
https://youtu.be/zBniyYGJHtg
Markets Past & Present Coaching Workshop
March 9th 6:30 PM
March 10th 10:00 AM
We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you. In this month’s event, we will be discussing what you need to know to prepare for the 2022 tax year and to get some insights on the changes for 2023. Guest Speaker Brenda Hunter, CPA of Hunter CPA Group, PC will be speaking and available to answer your questions.
By Invitation Only.
See It Here:
https://youtu.be/CNE4qpikF7U
Wealth Management Webinar
February 16th 11:00 AM
We host a monthly recap webinar of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.
SEE IT HERE:
https://youtu.be/VQX6yPBUkI4
2022 Year End Tax Planning Workshop
January 26th 6:30 PM
January 27th 10:00 AM
We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you. In this month’s event, we will be discussing what you need to know to prepare for the 2022 tax year and to get some insights on the changes for 2023. Guest Speaker Brenda Hunter, CPA of Hunter CPA Group, PC will be speaking and available to answer your questions.
By Invitation Only.
SEE IT HERE:
https://youtu.be/_gCZJgLe79U