Past Seminars

Periodically, we present seminars tailored to meet your needs. We use these high-quality events to dive deep into important topics relevant to your life and financial plan.

Below is a list of past seminars that we have presented. Click on any of the links to access more information, including a video of the presentation where possible.

Tax Reform for Individuals & Small Businesses (May 8, 2018)

Social Security (October 13, 2015)

Have an idea for a future seminar? Please send it to us at any time, and we will gladly consider it as we plan for upcoming events!

Latest Blog Post

Will the Tax Cuts and Jobs Act (TJCA) actually expire?

September 18, 2023

Many key provisions of the Tax Cuts and Jobs Act (TJCA)...aka the "Trump Tax Cuts"...are set to expire on Dec 31, 2025. While that's still over two years away, it's worth considering now what the implications may be. Let's explore!

Things change so quickly

September 11, 2023

I recently mentioned how the bears were back out and there was a fair bit of fear coming back into the markets. That didn’t last long, as the bullish sentiment has come rushing back. Ideally, I would rather scare the bulls away for longer

Seems to be playing out about right

August 30, 2023

We noted last week that bullish sentiment had peaked in the beginning of August, just as the market was peaking. We said we wanted to see a little bit of fear come back into the market and that it has over the month. Funny how optimism...

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