See "2021 Estate Planning" Webinars

See "2021 Change on the Horizon" Webinars

See "2021 Tax Planning" Webinars

See "2020 Election Series" Webinars

Tax Planning and Investment Solutions

Tax Planning Opportunities in the Secure Act 2.0
Recorded 2-8-2023

The 2023 Outlook by BlackRock
Recorded 12-15-2022

Controlling Capital Gains & Harvesting Losses in Volatile Markets
Recorded 11-2-2022

Inflation Reduction Act & Tax Planning Considerations for 2022
Recorded 11-1-2022

Medicare 101

Medicare 101: Part 2 –
Recorded 9-15-2022

Medicare 101: Part 1 –
Recorded 9-14-2022

Estate Planning

Improving Your Estate Planning –
Recorded 4-29-2021

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

2021: Change on the Horizon

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

2021 Market Outlook –
Recorded 2-4-2021

Planning for your 2020 taxes

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

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

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

How will the election affect your investments and future taxes?

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

Market Outlook Webinar –
Recorded 10-14-2020

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