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

Thursday, June 15 @ Noon

Join us for our analysis of the current economy and market and tips you can use to set yourself up for success through the rest of the year.

If you're an investor, it's essential that you understand how your investments are taxed.  This webinar will help clarify the differences and tax advantages of a 401k, IRA, Roth or Taxable account, so you can understand which one(s) might be best for your situation.

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! 

Let's be honest, 2022 was a rough year to be an investor. We dealt with a midterm election year (consistently nasty for the market), the worst inflation we’ve seen in 40 years, 7 interest rate hikes, and concerns over the Russia/Ukraine war. With the new year rolling in, many are asking, “What’s next?” “How long will this last?” And “What should we do?”

Rest assured, this isn't Bob's first rodeo. We have been through corrections before and have strategies on how to weather times like this. Watch for our thoughts and tips on how you can prepare yourself for 2023!

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!

Not having a proper estate plan can lead to major consequences for your loved ones including unnecessary expenses, time, and stress. In this webinar, we address the 5 most common estate planning mistakes and how to avoid them!

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 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

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.}