Category: Wealth Wisdom Webinars


Wealth Wisdom – College Planning & 529 Accounts

Wealth Wisdom Chat Series Join us on Tuesday, February 23rd at 11:00 AM Eastern for our monthly chat series. This month’s topic is College Savings Planning Strategies. When: Tuesday, February 23rd at 11:00 AM 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 […]

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2020 Year-End Tax Planning Webinar

Join us on Wednesday, December 2 at 11:00 AM Eastern for our Year-End Tax Planning Webinar. When: Wednesday, December 2 at 11:00 AM Eastern Registration: Watch the recording here. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance.

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Wealth Wisdom – Smart Debt Management

Wealth Wisdom Chat Series Join us on Thursday, January 21st at 11:00 AM Eastern for our monthly chat series. This month’s topic is Managing Debt. When: Thursday, January 21st at 11:00 AM 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 […]

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Wealth Wisdom – Exit Planning for Your Business

Wealth Wisdom Chat Series Join us on Thursday, December 17th at 11:00 AM Eastern for our monthly chat series. This month’s topic is Exit Planning for Business Owners. When: Thursday, December 17th at 11:00 AM Eastern Registration: Click here to register. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look […]

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Wealth Wisdom – Life Insurance: Why Do I Have It?

Wealth Wisdom Chat Series Join us on Thursday, November 19th at 11:00 AM Eastern for our monthly chat series. This month’s topic is Life Insurance: Why Do I Have It?. When: Thursday, November 19th at 11:00 AM Eastern Registration: Click here to register. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. […]

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Wealth Wisdom – Investing 101

Wealth Wisdom Chat Series Join us on Thursday, October 29th at 11:00 AM Eastern for our monthly chat series. This month’s topic is Investing 101. When: Thursday, October 29th at 11:00 AM Eastern Registration: Watch the recording here. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward […]

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Wealth Wisdom – Health Savings Accounts with CEO Marianela “Nela” Collado

Join us on Wednesday, September 30th at 11:00 AM Eastern for our monthly chat series. This month’s topic is Health Savings Accounts. When: Wednesday, September 30 at 11:00 AM Eastern Registration: Watch the recording here. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your […]

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Financial Planning Opportunities in the CARES Act

Join us on Thursday, June 18 at 1:00 PM Eastern for our HEROES Act and PPP Loan Forgiveness Process Webinar. When: Thursday, June 18 at 1:00 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.

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COVID-19 Market Impacts and Portfolio Strategy

Join us as we discuss the market impacts of the COVID-19 virus, as well as portfolio strategy during these challenging times. You can listen to the recording here.  Registration: Click here to view the recording Cost: Complimentary

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Strategies for a Successful Retirement

Join us on Thursday, March 12th at 5:00p.m. Eastern time, for a complimentary dinner and a retirement strategies presentation at the Renaissance Fort Lauderdale-Plantation Hotel in Plantation.  We’ll be talking about the pieces you should have in place to ensure you have a solid retirement foundation. Our financial planners will share their insights for preparing […]

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