Webinars

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 our favorites.  To view our entire library of past webinars, you can visit our YouTube page here.

Building a Strong Financial Future: Family Financial Planning

Thursday, October 19 @ Noon

This webinar will discuss the basics of building your family’s wealth and planning for their financial wellbeing including:

• Planning ahead for how your health and wealth will be handled if something happens to you
• How to efficiently protect your family against financial catastrophe
• Helping kids and grandkids get started investing
• College savings
• Gifting and tax considerations

Whether you’re thinking about starting a family, or your kids are grown and out of the house, this webinar will serve as a helpful guide for organizing your family’s financial plan!

Let's discuss the current economic and market climate and some ways you can optimize your financial situation accordingly!

Whether you're new to investing or seeking to enhance your understanding of different investment options, this webinar will provide you with the necessary tools to make informed decisions and navigate the world of investments!

Over the years we've helped hundreds (if not thousands) of people plan and execute rewarding, generous, and successful retirements.  Here are 5 things you'll want to have in place for a fulfilling retirement - and they're more than just financial.

In this webinar we discuss the importance of creating a comprehensive financial plan that takes into account your family's unique needs and goals. We want you to have confidence that your family will be in good shape financially, during your lifetime and after! 

Over our 27+ years in this business we've had the privilege of working with many extraordinary individuals who successfully built a sizable amount of wealth and financial legacy. We've found 3 common elements that consistently appear in all their stories. These are principles they applied to their finances that seem simple, but aren't easy!

In this webinar, we sort through the reasons behind the volatility in the stock market and the data about how the stock market has performed historically during interest rate hike cycles, high inflation, war, and recession. We also discuss how savvy investors can navigate today's fickle stock market including:

• What wise investors absolutely should NOT do
• Strategies to be pro-active instead of reactive during market downturns
• Actions nervous investors can take to potentially reduce downside risk

Links to studies about Market Timing:

• https://www.putnam.com/literature/pdf/II508-d206c267bdc67daad04ae51e1e47a6d4.pdf
• https://www.schwab.com/learn/story/does-market-timing-work\
• https://seekingalpha.com/article/4240121-market-timing-work
• https://www.wellsfargo.com/investment-institute/sr-perils-time-volatile-markets/
• https://www.merrilledge.com/article/focus-on-time-in-market-not-market-timing

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

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.

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.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Bob Bennie Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS.  Investor Disclosures: https://bit.ly/KF-Disclosures

The opinions expressed in these commentaries are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

Kestra Investment Services, LLC and Kestra Advisory Services, LLC do not provide legal or tax advice.^.