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:


Thursday, June 20th at Noon

Replays of Past Webinars:

Market Mysteries: 5 Things You Never Knew

In this webinar, we will delve into common misconceptions about investing and reveal valuable insights to guide your financial journey.

A sneak peak into topics that will be covered include:

Market timing: method or mistake?
Active vs. Passive Investing: which strategy reigns supreme?
Historical perspective on how the market responds during things like elections, wars, recessions, and high inflation.
Unexpected market phenomena.

Who Wants To Be A Millionaire?

In this webinar, we will be discussing the path to becoming a millionaire according to research done on American millionaires and observations from our experience working with wealthy individuals. In addition, we’ll dive into tangible actions you can take towards becoming one of them!

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.

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.

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..