facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Past Events

Financial Roadmap Webinar Series for Young Professionals  

Presented by Ryan Koler

Where Do You Rank:  Calculating Net Worth

 Original airdate: April 2, 2024 

Taxes:  The Other Guarantee in Life

 Original airdate: January 9, 2024

Life Insurance: Hedging the Risk of Life

Original airdate: November 7, 2023

Financial Order of Operations: The Pemdas of Investing

 Original airdate: July 11, 2023

Financial Order Operations.docx

Credit Cards - Are They Evil?

 Original airdate: April 4, 2023

Retirement Account Soup: Understanding Different Types of Retirement Accounts

Original airdate: January 10, 2023  

Saving Up For and Buying Your First Home

Original airdate: October 4, 2022  

Guest Speaker: Julia Taddeo, Realtor with Howard Hanna

Presentation Slides:  Home Buying Webinar.pptx 

Student Loans - What They Are and How to Attack Them

Original airdate: July 12, 2022  

Presentation Slides:   Student Loans.pptx+

When Your Money Makes Money - Compound Interest

Original airdate: April 5, 2022  

Presentation Slides: Compounding Intertest.pptx

Our 49th Annual Fall Seminar

You Just Died, Now What?

Tuesday, September 28, 2021 at 6:30pm

Special Guest Speaker: John P. Koscianski, Attorney at Law

                               Koscianski and Koscianski Co,. LPA 

Click on these files to access information from the presentation:

Estate Planning Myths  

Estate Planning You Need to Know   

Seven Estate Planning Rules to Consider Now