Our 52nd Annual Fall Seminar
Washington to Wall Street: Policy Update and Planning Considerations
Tuesday, September 28, 2021
Special Guest Speaker: Bill Cass, CFP®
Director of Wealth Planning, Franklin Templeton Academy
Click here to view the presentation slides: Presentation Slides.pdf
Financial Roadmap Webinar Series for Young Professionals
Presented by Ryan Koler, CFP®
Mind Over Money: Unlocking the Psychology of Financial Success
Original airdate: January 7, 2025
Enhancing Financial Planning: The Impact of AI on Personal Finance
Original airdate: October 2, 2024
Planning for Major Life Events
Original airdate: July 9, 2024
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
