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Past Events

Financial Roadmap Webinar Series for Young Professionals  

Presented by Ryan Koler

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