Webinar
July 30, 2025 | 12:00 PM Central Time (U.S. and Canada)
Join us for a timely discussion unpacking the One Big Beautiful Bill Act (OBBBA) and how it may impact your wealth and financial strategy.
Webinars & Events
Enhance Your
Financial Literacy
Join us for a series of insightful webinars and special events designed to empower you with the knowledge to make informed financial decisions. Led by industry experts, these sessions cover a range of topics to help you navigate today’s complex financial landscape with confidence.
Past Events
Webinar
July 10, 2025 | 10:00am
Washington has long stood apart with its lack of a state income tax, but in recent years, that’s begun to shift. Recent changes to capital gains and estate taxes could impact your wealth.
Webinar
May 15, 2025 | 34:33
Wealth Advisor Samantha Kennedy, CFP®, CDFA®, shares expert guidance on navigating financial, legal, and emotional transitions after divorce, loss, or becoming a caregiver, and how to find the right support when life changes unexpectedly.
Webinar
April 17, 2025 | 59:04
Matt and Nate share timely insights on recent tariff policies, heightened market volatility, and key economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.
Webinar
October 24, 2024 | 53:54
Webinar
August 7, 2024 | 54:05
