Educational Webinar Series 2024
Webinars are complimentary and interactive. One at Noon and one at 6:00 pm. The same material will be presented in both Webinars. Please register below. May 20th is open for registration
- Feb 8 - Outlook for 2024 -Completed
- March 7 - Road Map to Retirement and Tough Cash Flow Questions - Completed
- April 4 - Charitable Giving
- May 20 - Estate Planning and Passing Money to Heirs
- June 5 - Understanding the Economy
- Sept 10 - How to do Roth Conversions and the advantages
- Oct 3 - Finding Financial Blind Spots
- Nov 7 - Understanding different Investment Products
- Dec 4 - Year End Giving Strategies
Please click the below time to register