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Webinars To Help You Learn More 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.

Past Webinars

  • September 20th at 11 AM: Open Enrollment 101. Email us for the OnDemand video
  • October 17th at 11 AM: Open Enrollment 2024 Plan Updates. Email us for the OnDemand video

Meet our coaches and learn their advisory style