PAST EVENT
Quarterly Market Discussion with BlackRock
Apr 24, 2025 02:00 PM EST
PAST EVENT
Unlocking Vitality: Understanding the Benefits of HRT, Anti-Aging, and Peptides
Mar 27, 2025 01:00 PM EST
PAST EVENT
Maximizing Your Tax Savings
Feb 26, 2025 02:00 PM EST
PAST EVENT
Quarterly Market Discussion with BlackRock
Jan 23, 2025 02:00 PM EST
PAST EVENT
Political Commentary with Michael Townsend
Oct 10, 2024 02:00 PM EST
PAST EVENT
Quarterly Market Discussion with Blackrock
Oct 31, 2024 02:00 PM EST
Our partners from Blackrock will join us for our Quarterly Market Review. We will discuss current market conditions and what you might expect for the remainder of 2024.
PAST EVENT
Navigating Medicare and Open Enrollment
Nov 14, 2024 11:00 AM Pacific Time
Join us for a comprehensive webinar on Medicare and Open Enrollment.
PAST EVENT
Long-Term Care Webinar Replay
This webinar features a fireside Q&A discussion with Amada Senior Care, in which we discuss the intricacies of long-term care planning.
Amada's expertise with in-home caregiving and LTCi claims advocacy will provide valuable insights from a caregiver's viewpoint, offering practical ideas for navigating this sensitive phase of life.
You can watch the replay by following the link below
PAST EVENT
Navigating Tax Season Webinar Replay
This webinar features a fireside Q&A discussion with experienced and trusted Certified Public Accountant (CPA), Chris Schwartze. Get ready for an insightful conversation covering various topics, such as:
- Identifying common pitfalls and misconceptions to avoid
- Discovering strategies to reduce your tax bill in 2024
- Exploring potential tax changes on the horizon with the IRS, Congress, and more
You can watch the replay by following the link below
PAST EVENT
Charitable Giving Webinar Replay
Is giving back important to you? We realize for many people, charitable giving may be part of their financial and estate planning goals. In our webinar last week, our partners from Schwab Charitable discussed charitable giving strategies to consider. Topics include:
- Donor-advised funds and other charitable giving vehicles
- Learn new ways to improve your tax efficiency while increasing your giving power
- Discuss ways to create a succession plan for charitable assets, get family/friends involved in your giving, and create a legacy for your philanthropy
You can watch the replay by following the link below
