Resources

Category: Uncategorized

September Webinars-Medicare

Vertex Planning Partners / Uncategorized / August 19, 2021

Our September Webinar series will focus on Medicare. Join our special guest, David Wylly from Medicare Solutions Network, to provide all the insights you need to know about Medicare in this two part series. From out-of-pocket costs to the role of supplemental insurance, we’ve broken the two webinars into two 45 minute sessions to ensure […]

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April Webinars

Vertex Planning Partners / Uncategorized / April 8, 2021

Our April Webinar series will focus on Estate Planning. ESTATE PLANNING: WHERE TO START – RECORDED Thursday, April 22- 3:30PM CST – WATCH THE RECORDING IMPROVING YOUR ESTATE PLANNING – RECORDED Thursday, April 29 – 3:30pm CST – WATCH THE RECORDING

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December Webinar Series

Vertex Planning Partners / Uncategorized / December 3, 2020

Did you miss our 3 part webinar series in December? If so, or if you’d like to revisit some of the content, below you can access the videos of the recordings. Roth Conversions and Help Maximize 24% Tax – RECORDED December 2, 2020 – WATCH THE RECORDING OF THE WEBINAR Year-End Business Tax Planning – […]

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Tough Competition

Vertex Planning Partners / Uncategorized / December 1, 2020

Careful planning can help you manage competing financial priorities Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there seem to be too many other financial priorities that get in the way. Fortunately, with a little planning, you can develop a strategy to cover those expenses and help stay on […]

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October Webinar Series

Vertex Planning Partners / Resources, Uncategorized / October 2, 2020

How will the election affect your investments and future taxes? Don’t miss our 3 part webinar series in October. Learn more about each of the topics and guest speakers or register for each below. Election Impact on Markets – October 7, 3:30pm – WATCH THE RECORDING OF THE WEBINAR Market Outlook – October 14, 3:30pm […]

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The Current Temperature

Vertex Planning Partners / Uncategorized / August 9, 2019

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated […]

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