If you would like us to speak at an upcoming event, feel free to reach out to discuss the event and availability.
Are you ready to transform your relationship with money and unlock the secrets to lasting wealth and happiness? Watch the recorded webinar inspired by Ken Honda's bestselling book, "Happy Money," to delve into the principles of how your mindset and emotions around money impact your financial well-being and provide practical strategies to implement these principles in your own life.
With developments in artificial intelligence (AI) advancing by leaps and bounds, many investors wonder how AI influences the markets. In this presentation, Jake DeKinder, Head of Client Communications at Dimensional, discussed how AI may benefit investors and businesses over time and how portfolio managers consider the use of AI and its effects and impacts on the stock and bond markets.
The traditional concept of retirement is often associated with an abrupt departure from the working world and can lead to an unfulfilling life. A more rewarding and fulfilling approach to retirement goes beyond mere relaxation and leisure. This webinar will provide practical exercises to help attendees reflect upon what they value most in life and devise their own unique, fulfilling retirement plan. This webinar aims to empower attendees to rethink their retirement, focusing on overall life quality rather than just financial stability.
In this recorded webinar, Heidi King from College Inside Track, explained the current college admission, application, and acceptance landscape. Learn about changes coming to the 2024-25 FAFSA form which will be available in December 2023, as well as current admission costs and trends, financial aid changes and how this impacts many middle- and upper-income families, and how to develop a family strategy to pay for college.
As the year-end and the season of gratitude and generosity draw near, you may be considering making gifts to charity. Watch this recording to learn how to optimize your charitable giving and potentially reduce your tax burden for 2023. Explore key topics such as gifting cash versus appreciated securities, the advantages of Qualified Charitable Distributions (QCDs), and the benefits of donor-advised funds.
This webinar provides comprehensive information to help you understand and navigate the challenges of geriatric care. Watch this recording to gain valuable insights and practical tips to ensure the well-being and quality of life for your elderly family members.
Are you approaching age 65 or already enrolled in Medicare? Understanding the complexities of this vital healthcare program is crucial to ensure you receive the benefits you deserve.
Watch this recorded enlightening webinar on how to maximize your retirement income with Social Security. Michael Carson, covered topics such as selecting the optimal retirement age, optimizing spousal benefits, and factoring in your income when filing.