Upcoming Live Webinars

June 10, 2025

Are you concerned about taxes taking a sizeable bite out of your investments? Join us as we look at the benefits of utilizing the Roth tax treatment and why this may make sense for your retirement accounts.

Por Qué Ahorrar en una Cuenta Roth Puede Tener Sentido

¿Le preocupa que los impuestos reduzcan sus inversiones para la jubilación? Acompáñenos a analizar los beneficios de utilizar el tratamiento fiscal Roth y por qué puede tener sentido para sus cuentas de jubilación.

4:30pm (CT) – Haga clic aquí para registrarse

July 8, 2025

Join us to explore how to strike the perfect balance between supporting your loved ones and growing your personal wealth. We’ll discuss how to create a robust financial plan that respects your cultural values and enables you to prepare for emergencies and build wealth while keeping your family’s needs in mind.

Generar Riqueza para los Hispanos

¿Está afrontando el desafío de generar riqueza en una cultura que valora tanto los lazos familiares como los logros individuales? Únase a nosotros para explorar cómo lograr el equilibrio perfecto entre apoyar a sus seres queridos y hacer crecer su riqueza personal. Hablaremos sobre cómo crear un plan financiero sólido que respete sus valores culturales y le permita prepararse para emergencias y generar riqueza teniendo en cuenta las necesidades de su familia.

4:30pm (CT) – Haga clic aquí para registrarse

August 13, 2025

Join us for a look at how an HSA can score you a triple tax break, save you money on healthcare expenses, and help you save for retirement.

September 9, 2025

You didn’t inherit the same economy as your parents. Rising costs of higher education has led to more student debt. Inflation has outpaced wages, and the increasing cost of housing makes the hope of owning a home feel like a distant dream. The future may look challenging for Gen Z, but a healthy financial future is not out of reach. Let’s take a look at the strategies you can employ now to overcome the economic barriers you face.

October 14, 2025

Health insurance is often the biggest issue pre-retirees deal with when determining when to retire. Attend this class to learn about the different parts of Medicare and how they work together. We’ll also discuss health insurance options for those who wish to retire early.

November 5, 2025

Discussion on the future of your taxes as key provisions of the Tax Cuts and Jobs Act (TCJA) approach their 2026 expiration date. This webinar will break down the changes that could impact you. Whether you’re a homeowner, investor, or just want to stay informed, this session will provide practical advice to help you navigate the evolving tax landscape.

December 17, 2025

Who Wants to be a Millionaire? is a really fun trivia game…so is this! Join us for a rip-roaring game of interactive financial trivia where you’ll compete against the rest of the audience for fantastic prizes that include major bragging rights and inflated self-esteem.