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

Upcoming Webinars:

The Greatest Threat To Americans

Thursday March 14th @ Noon

Replays of Past Webinars:

Mastering The Mind Game: Navigating the Psychology Of Investing

Join us as we uncover the psychological pitfalls that can impact your investment decisions. Understanding the intricacies of your own thought process is key to making informed and successful investments.

How Crazy Is 2024 Going To Be? 3 Ways To prepare

Join us for an insightful and informative webinar as we kick off the new year with a comprehensive January Market Update. This event is designed to provide you with key insights, trends, and analyses that will empower you to make informed decisions in the ever-changing financial landscape.

5 Common Money Myths

Join us as we expose five common money myths and provide clear, practical insights for better financial understanding. Let's break through the confusion and set the record straight on your path to financial clarity.

Building a Strong Financial Future: Family Financial Planning

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

Investing for Today: 5 Critical Insights about the Economy & Market

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

Investing 101: Basic Investment Vehicles 

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!

How To Plan a Successful Retirement: 5 Things to Do Before Retiring

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.

3 Rules of Building Wealth

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!

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.

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:

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..