February 2018
Disability Insurance:
What You Need to Know

Hope for the best, but prepare for the worst. This webinar focuses on the differences between term and permanent insurance, the factors that affect the cost of insurance policies, the ins and outs of disability insurance, and the tax advantages of having insurance.

March 2018
The Taxman Cometh:
Tax-Planning Strategies

Are you aware of all the different investment vehicles available to you? Are you concerned you’ve missed out on this market rally? Mutual Funds, ETFs, CEFs, FANG Stocks… Investing sometimes sounds like alphabet soup. Dave and Manny will be demystifying some of Wall Street’s jargon and showing you where opportunities may exist.

April 2018
Buying & Selling a Home:
The Process Simplified

Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. We’ll try to simplify the process with an easy-to-understand discussion of credit scores, affordability, down payments, closing costs, the mortgage process, home inspections, timing, and working with a real estate agent.

May 2018
Graduation Time:
Financial Tips for Young Professionals

Despite what you may think, it’s not impossible to start saving for retirement while you’re still paying off those student loans. In fact, that’s a really smart thing to do. But what’s the best way to accomplish this and not go broke in the process?

June 2018
How to Take Advantage of
Your Investment Opportunities

In this webinar we tackle the finance topics posing road blocks specifically to young professionals including debt, saving and house buying. We’ll look at debt from student loans, auto loans, and mortgages; savings plans with 401(k), Roth/traditional IRA, compound interest, and budgeting; and renting vs. purchasing property.

July 2018
Summer Project:
Organize Your Finances

How long should you keep your tax files (W-2s, tax returns, tax deduction receipts)? We’ll discuss this as well as tips for organizing important household documents – storage & items to disregard. Let’s take advantage of the summer months to get organized.

September 2018
Saving for College:
Planning and Financial Aid Tips

We help you prepare for higher education plans like 529 plans and Coverdell ESA, as well as financial aid programs such as FAFSA. Learn about the scholarships your student can earn while in high school or college, as well as how he or she can stand out in the fields of academics, athletic, arts, and philanthropy.

October 2018
Essential Legal Documents:
What You Need to Protect Yourself

This month, we look at the legal documents to keep you and your family safe and sound. We’ll dive into estate planning topics such as living trusts, wills, the variations on power of attorney (durable, nondurable, special, limited, springing, and medical), advanced medical directives, and protection plans for children.
November 2018
Family and Philanthropy:
Tips for Annual Gifting

The end of the year is a great time to discuss the spectrum of gifting strategies, such as traditional or outright cash gifts, dealing with more complex assets, and gifting for families with young children. We also review the impact of charitable gifting on income taxes.

December 2018
A Review of 2018 Markets
and an Outlook for 2019

For the final webinar of the year, we walk you through the majors pits and peaks of this fiscal year, while focusing specifically on market returns, sectors and assets which appear overvalued or undervalued, and trends we see developing. We also discuss how to protect yourself after the second longest bull market in history.