April Webinar Series

Estate Planning

Estate Planning: Where to Start –
Recorded 4-22-2021

Improving Your Estate Planning –
Recorded 4-29-2021

February Webinar Series

2021: Change on the Horizon

2021 Market Outlook –
Recorded 2-4-2021

Digital Scams & How to Protect Yourself –
Recorded 2-18-2021

December Webinar Series

Planning for your 2020 taxes

Roth Conversions and Help
Maximize 24% Tax 
Webinar –
Recorded 12-2-2020

Year-End Business Tax
Planning Webinar –
Recorded 12-9-2020

Qualified Charitable Deductions/Highly Appreciated Stocks/Donor Advice Webinar –
Recorded 12-16-2020

October Webinar Series

How will the election affect your investments and future taxes?

Election Impact on Markets Webinar –
Recorded 10-7-2020

Market Outlook Webinar –
Recorded 10-14-2020

2021 TAXES: CHANGES ON THE HORIZON Webinar –
Recorded 10-21-2020