Featured Webinar
Overview
This webinar will answer the question: why does every advisor seems to have a different opinion on what to do with your money?
We’ll cover fee-only versus commissions. What is a fiduciary and does it matter? What’s the advisors role? And what type of education matters?
We’ll talk about different investment strategies advisors use, and how to understand the differences and choose one for yourself.
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Past Webinars
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Severe Weather Investing for 2021
2020 was a volatile year, and it created a fairly unique situation in the market. Because of this unique situation, many portfolios are in dangerous waters right now.Well, for those who were not prepared with their investment strategy, much of what I warned against has happened.
So, in this webinar I talk about how to protect yourself and best position your portfolio for smooth sailing in 2021.
Your Guide to Medicare
Join Medicare expert Jan Whitfield (with Paul Winkler) for this practical workshop replay, which was designed to help you understand and enroll in medicare. We cover what it is, what it covers—what it doesn’t cover—what it costs, and how to enroll. We’ll also talk about long-term health care in general, and how to best take care of your health throughout retirement.
Special Needs Families Require Specialized Planning
This workshop is a broad overview of financial planning for families and individuals with special needs. You will get an introduction into the options available to you, and the critical mistakes to avoid. We’ll touch on topics like SSI, Medicaid, SSDI, Medicare, Trusts, ABLE accounts, POA’s, and medical directives, as well as multi-generational planning and tax considerations. There are varying degrees of disability, from mild to severe, and this workshop can benefit everyone.
Women and Wealth: Finding Your American Dream
Did you know that women statistically are BETTER investors than men? Find out which women’s innate characteristics help women achieve better investment results on average than men, and how you can use these to help protect your financial future, relax about money, and achieve your American Dream!
How to avoid financial mistakes during downturns
Learn about the biggest mistakes people make during downturns and how to avoid them. Understand why we go through downturns and how recoveries usually happen. Discover what you need to do to relax about money, even during market storms