Webinars
Webinars To Help You Learn About Retirement Planning
We offer a complimentary Webinar series designed to educate and empower our clients and listeners around complex financial concepts that we often talk about on our show every Saturday on KTRS at 9 AM.
We talk about things NOT every advisor discusses, like
- How do I pass on my assets to my family without Uncle Sam taking a big tax bite?
- How do I most effectively manage and liquidate debt?
- Have I selected the right plan to supplement my Medicare coverage?
Throughout the year, our team offers educational webinars hosted by Jeff, Erin, and Frank covering a range of topics including Open Enrollment, wealth management, and current financial events.
Money Matters: Webinars to Keep You Informed
Wherever you are in the planning stages of life, the information we share in our webinars is good to build on from start to finish.
Check out some of our recent webinars, and be sure to sign up when the next one comes around!