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?
In 2023, our team is offering educational webinars hosted by Jeff, Erin, and Frank covering a range of topics including Open Enrollment, wealth management, and current financial events.
Upcoming Webinar Dates:
January 2024 TBD: Email us for a topic you'd like to see featured!
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