Category: Wealth Wisdom Webinars


Unlock the Future: Embracing Automation & AI

Join us on Monday, June 3rd at 12:00 PM Eastern for Unlock the Future: Embracing Automation & AI webinar.  When: Monday, June 3rd at 12:00 PM EasternRegistration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance.

Read More

Year End Tax Planning Webinar

Join us on Wednesday, November 29th at 12:30 PM Eastern for our Year-end Tax Planning Webinar.  When: Wednesday, November 29th at 12:30 PM Eastern Registration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance. This event has passed, you can […]

Read More

“What’s Love Got to Do with It?” Webinar

Join us on Tuesday, November 28th at 12:30 PM Eastern for our “What’s Love Got to Do with It?” Webinar. When: Tuesday, November 28th at 12:30 PM Eastern Registration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance. This event […]

Read More

Secure Act 2.0 Webinar

Join our Wealth Advisors, Franklin Gay, CFP®, EA and Edzai Chimedza, CFP® on Tuesday, February 14th at 12:30 PM Eastern for our webinar where we will explore the passage of the Secure Act 2.0 and how it could affect your personal financial situation going forward.  When: Tuesday, February 14th at 12:30 PM Eastern Registration: Click here to register: https://attendee.gotowebinar.com/register/81059724450474589 Cost: Complimentary […]

Read More

Year-End Tax Planning Webinar

Join us on Tuesday, November 8th at 12:30 PM Eastern for our Year-end Tax Planning Webinar.  When: Tuesday, November 8th at 12:30 PM Eastern Registration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance. *This event has passed, you can […]

Read More

Year-End Tax Planning Webinar

Join us on Monday, December 6 at 12:00 PM Eastern for our Year-End Tax Planning Webinar. We will discuss important year-end tax planning tips and strategies for you to think about and implement prior to the end of the year.  When: Monday, December 6 at 12:00 PM Eastern Registration: Click here to register.  Cost: Complimentary  After registering, you […]

Read More

Cybersecurity Fundamentals with NSU Professor Dr. Yair Levy

Join us on Thursday, May 20th at 6pm Eastern for our Cybersecurity Fundamentals webinar with Dr. Yair Levy Professor of IS and Cybersecurity and the Director of the Center for Information Protection, Education, and Research (CIPhER) Information Protection, Education, and Research (CIPhER) at Nova Southeastern University.    When: May 20th at 6pm EST Registration: Click here to […]

Read More

Wealth Wisdom – Working with a Real FiduciaryTM Advisor

Wealth Wisdom Chat Series You may have heard that it is important to find and work with a financial advisor that is a “fiduciary”, but do you know why? Join us on Tuesday, May 25th at 11:00 AM Eastern for our monthly chat series where we will explore what is a fiduciary advisor and why […]

Read More

Wealth Wisdom – Roth IRA & 401K Strategies

Wealth Wisdom Chat Series Have you ever thought about investing in a ROTH IRA or 401(k)? ROTH retirement accounts have some significant long-term tax benefits, but they are not right for everyone. Join us on Tuesday, April 27th at 11:00 AM Eastern for our monthly chat series as we explore the basics of ROTH accounts […]

Read More

Wealth Wisdom – Required Minimum Distributions

Wealth Wisdom Chat Series If you own a 401(k), IRA, 403(b), or any other retirement account and you are in retirement, you may be required to take a Required Minimum Distributions (RMD). Join us on Tuesday, March 30th at 11:00 AM Eastern for our monthly chat series to learn more about Required Minimum Distributions and […]

Read More

On your keyboard tap enter to search or esc to close