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Events, education and resources

Events


EVENT

Quarterly Market Discussion with BlackRock

Apr 24, 2025 02:00 PM EST

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EVENT

Unlocking Vitality: Understanding the Benefits of HRT, Anti-Aging, and Peptides

Mar 27, 2025 01:00 PM EST

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EVENT

Maximizing Your Tax Savings

Feb 26, 2025 02:00 PM EST

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EVENT

Quarterly Market Discussion with BlackRock

Jan 23, 2025 02:00 PM EST


EVENT

Political Commentary with Michael Townsend

Oct 10, 2024 02:00 PM EST


Register

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. 

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.


Register

Newsletter Articles & Blogs

Understanding the Social Security Fairness Act

Financial Tips for College Students and Parents

A Guide to Maximizing Your Tax Savings

Does Offering A 401(K)-Match Make A Difference in Retaining Talent?

Does Your Company’s Retirement Plan Offer Great Investments for You and Your Employees?

Growing Your Nest Egg: Strategies for Different Life Stages

Is Your Company’s Retirement Plan Built to Operate Efficiently?

Mid-Year Tax Planning Ideas

Planning for the Many Phases of Your Retirement Journey

Spring Cleaning Tips for Your Financial Life

The Importance of Tax Diversification

What Role Does A Financial Advisor Play Within A Company Sponsored 401(K)?

Resources


EDUCATION

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.

A group of volunteers are standing around a table with boxes of fruits and vegetables.

You can watch the replay by following the link below

EDUCATION

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
A group of volunteers are standing around a table with boxes of fruits and vegetables.

You can watch the replay by following the link below

EDUCATION

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 
     
A group of volunteers are standing around a table with boxes of fruits and vegetables.

You can watch the replay by following the link below

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