Webinars

Everyone is welcome to view the webinars listed here.



Year-End Review and 2017 Preview

January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what …Read More

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio

September 28, 2016

In this half-hour webinar video learn how you can support the causes you care about and avoid …Read More

How Recent Social Security Changes May Affect You

March 30, 2016

You could qualify to receive considerably more money from Social Security …Read More

Year-End Review and 2016 Preview

December 16, 2015

This webinar reviews the market activity and the economic events of 2015 …Read More

FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement

October 21, 2015

  …Read More

Mind Over Money Matters: How Our Psychology Reduces Investment Returns

September 23, 2015

In this webinar, we will take a look at the …Read More

Financial Literacy & Behavior for Adults and Young Adults

March 1, 2015

All human concerns are addressed more effectively when they are …Read More

How to Make Your Life Work Financially

January 1, 2015

The webinar reviews how you can maximize cash flow while minimizing risk and the importance …Read More

The Business Value of Investing In Women

November 1, 2014

Professor McElhaney will discuss the business case for and value of investing in women …Read More

2014 Estate Planning Update and the Role of Insurance

October 1, 2014

The webinar will focus on the permanent changes to estate …Read More

Is Your 401(k) Plan Right for You?

June 1, 2014

What are the questions you should be asking about your …Read More

Are You Missing Strategic Benefits from Social Security?

April 1, 2014

Don’t miss out on money that could be …Read More

The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

March 1, 2014

Are you considering selling your investment …Read More

Making a Good Life Happen®—The Webinar

January 1, 2014

Join us for an opportunity to learn more about our firm's philosophy, "Making a Good Life …Read More

Milestones: Planning for Life Events – seminar

November 1, 2013

The Women’s Roundtable: Milestones – Planning for Life Events seminar …Read More

Market Analysis

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A Mixed Month in the Market
July 6, 2020 After surging over 6% in the first week of June on the back of a positive unemployment report, the …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More