2021 Half-Time Report - August 25, 2021

Investment Basics - A Guide to Your Investment Options - July 28, 2021

Third Quarter Conference Call - ft. Gene Goldman and Jeff Anthony - July 21, 2021

If you would like to follow along with your own copy of the presentation, please click here: Third Quarter Conference Call Presentation

Financial Planning Basics - An Overview of the Financial Planning Process - June 30, 2021

Surviving Market Swings - Investment Strategies for Uncertain Markets - May 26, 2021

Second Quarter Zoom Conference Call - April 29th, 2021

Social Security - April 28, 2021

Roth IRA Basics - March 31, 2021

2021 Forecast ft. Trevor Wilde - February 24th & 25th, 2021

Click here to download the presentation: 2021 Forecast Presentation

Estate Planning Basics - January 27, 2021

Women and Money - December 30, 2020

Employer-Sponsored Retirement Savings Plan - October 28, 2020

Estate Planning - September 23, 2020

Halftime Report - August 20, 2020