Broker Check


Hello everyone! We are excited to share that we will be hosting a few webinars each month to keep clients up to date on what is going on in the market, what we foresee happening in the future, and more. We will spend time answering some of our most frequently asked questions in each webinar as well.

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

Future Webinars:

Medicare Basics

October 14, 2021 at 12:00 Noon

In preparation for Medicare's Annual Enrollment period (October 15 through December 7), we will be reviewing the basics of Medicare including:

  • Medicare Parts A and B
  • Prescription Drug Coverage
  • Your options for insuring your Medicare costs (Medicare Supplement vs. Medicare Advantage)
  • What changes you can make each year during Open Enrollment

Click Here to Register

Tax Reduction Strategies

November 11, 2021 at 12:00 Noon

Click Here to Register


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.

Replay: Retirement Income Planning: How to Maximize Social Security Benefits

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.

Replay: Market Update and Online Access Tour 5/13/2021

In our first ever live webinar, Bob discusses his analysis of the financial markets and current economy and also introduces the Personal Financial Website, where you can view your accounts online!