This workshop is an overview of financial planning for families and individuals with special needs. We 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.
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Sign up for the recorded versions
Election Year Investing: Are you Prepared?
In this webinar, I looked at how the market works and how it’s affected by the election cycle. I analyzed the history of elections and what they’ve meant for the stock market; republicans vs. democrats, the affect they’ve had, and the programs they implemented and what affect those had. If you think we’ve never been in this situation before, you need to watch this webinar.
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