Broker Check


We host monthly educational webinars on various topics, including financial tips and strategies, market current events, and frequently asked questions.  We'd love to have you join us live!

You can visit this page to sign up for any upcoming webinars and view replays of past webinars!

Upcoming Webinars:

Strategies for Savvy Investors: Fickle Markets

In this webinar, we will be talking about the reasons behind the volatility in the stock market so far this year and strategies savvy investors can use to be pro-active instead of reactive.

May 19 @ Noon

Replays of Past Webinars:

How to Optimize Your 401k

In this webinar, Bob and Jessie discuss how to get the most out of your employer retirement plan including:

  • How to choose investments within your 401k
  • How much you should be contributing to build a healthy retirement
  • Options to consider when its time to retire

How to Handle Market Volatility

In this webinar, Bob and Jessie discuss the current state of the stock market including:

  • Potential effects of the Fed's interest rate decision
  • The Russia/Ukraine conflict's impact on U.S. markets
  • How to take advantage of market volatility
  • Advice for handling uncertainty

Real Estate as an Investment

In this webinar we are joined by Lois Kohmetscher, an award-winning Realtor at Woods Bros to discuss Real Estate as an Investment including:

  • How Real Estate acts as a hedge against inflation
  • 2022 Housing Market Outlook
  • Why now may be a great time to get into Real Estate
  • How to finance Real Estate investments
  • What to consider when investing in Real Estate

"What's All That Racket?!"  How to See Through the Headlines

In this webinar, Bob and Jessie discuss:

  • How the news affects the markets
  • The biggest financial threat to all Americans in the upcoming year
  • Bob's 2022 Economic Forecast

All About Interest Rates

Bob and Jessie discuss the relationship between inflation and interest rates, and talk about how to be wise about your investments in a high inflation, rising interest rate environment.

End of Year Tax Planning and Strategies

Special guest, James Hershberger, CPA, Joins Bob for a discussion on end of year tax planning and strategies including: 

  • Methods for reducing capital gains taxes
  • James’ “Tax Bracket Maximization” Strategy
  • Potential ways to increase tax deductions

Retirement Income: Planning for Success

In this webinar, we discuss the essential parts of building a retirement plan that can weather the test of time: 

  • Investment Returns
  • Social Security Optimization
  • Inflation Strategies
  • Your Mortgage
  • Longevity Considerations
  • Estate Planning

How to Efficiently Transfer Wealth: Estate Planning 101 

In this webinar, we discussed how to transfer wealth to your heirs while:

  • Saving lawyer fees ($$$)
  • Saving time ($$$)
  • Saving taxes ($$$)

And most importantly, making things easy on your loved ones.

Inflation Causes, Consequences, and Strategies

Inflation has been a hot topic in the news lately - and for good reason! In this webinar we will discuss what inflation means for you and how you can protect yourself in a high-inflation economy.

How to Maximize Social Security

In this Webinar, we explore two of the main foundations of retirement: Social Security and Medicare. We discuss when to start taking Social Security, strategies for couples, and how to supplement Social Security to meet your income needs. Additionally, we talk briefly about Medicare benefits, costs, and coverage options.