LP_TY Page-2

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! 


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: