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Past Seminars

We strongly believe in continuing education for our clients, their family and friends. Through our regular Lunch & Learn and Webinar programs we are able to provide information on a variety of topics.  Our seminars are a casual, one-hour affair, held on various days of the week at 11:00 am, followed by a complimentary social lunch.  We have also had extraordinary speakers join us for exclusive engagements.

Our catalogs of past seminars and webinars:

State of the Markets 2024 (recorded on 1/19/24)

Halftime Report 2023 (recorded on 9/1/23)

2023 Tax Tips (recorded on 5/18/23)

Your RLT and You 2023 (recorded on 3/17/23)

State of the Markets 2023 (recorded on 2/1/23)

Halftime Report 2022 (recorded on 8/26/22)

State of the Markets 2022 (recorded on 4/14/22)

What's New for 2022 Taxes? (recorded on 2/1/22)

Inflationation (recorded on 11/4/21)

The Probate Process (recorded 10/7/21)

Medicare 101 - 2022 (recorded 9/2/21)

Halftime Report 2021 (recorded 7/22/21)

Lessons from the Weimar Republic (recorded 4/21/21)

2021 State of the Markets (recorded 3/11/21)

The SECURE Act Killed the Stretch IRA (recorded 10/6/20)

Halftime Report 2020 Webinar (recorded 8/4/20)

Social Security (recorded 3/10/20)

2020 State of the Markets (recorded 1/23/20)

2020 Beginner's Guide to Medicare (recorded 10/1/19)

The Storm Before the Calm (recorded 7/10/19)

2019 State of the Markets (recorded 3/26/19) 

Half-time Report (recorded 7/31/18)

Family Financial Workshop (recorded 6/7/18)

What to do When Your Spouse Dies (recorded 2/27/18)

Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Please note: Disclosures displayed in the videos recorded before June of 2021 reflect the requirements from a previous Broker-Dealer. Content presented in our catalog of videos discusses events that have passed and should be treated as archived information. See footer for new disclosures and how we provide services