eMoney Users: Cool Stuff to Know
Thursday, May 11th - Noon EST
We use a robust and powerful software program with our advisory clients called eMoney.
Come see how eMoney works:
- See all your accounts
- Create various reports
- Track your spending
- Build a budget
- Use your vault to store important files and documents
- Manage your financial plan
If you're using eMoney now, come to learn new ways that eMoney can serve you. If you are curious if eMoney is right for you, join Dan Galli, CFP® and Karen Van Voorhis, CFP®, and Brian Franford, Associate Financial Planner, for this interactive webinar.
Big Lottery Win? What You Need to Know
Thursday, July 13th - Noon EST
There’s almost no chance of winning a huge lottery prize, but what happens if you do?
If you’ve ever fantasized about what to do if you win the lottery, we’ll walk you through the smart moves to take if this happens…how to claim a big prize, the taxes involved, and how to assemble a team to guide you.
Join Dan Galli, CFP® and Karen Van Voorhis® for this unique financial planning topic.
Open Enrollment: How to Make Smart Benefit Choices
Thursday, September 14th - Noon EST
It’s that time of year again for most employer-sponsored benefit plans…Open Enrollment. Many employers offer worthwhile optional benefits and we’ll cover a few of the most common ones. Among other topics, we’ll guide you through the immediate and long-term financial considerations when comparing a high-deductible medical plan with an HSA versus a traditional medical plan with an FSA, group life insurance, disability insurance, and more. Join Dan Galli, CFP® and Karen Van Voorhis, CFP® as they explain the most common employee options.
Bonds Aren’t Boring!
Thursday, November 9th - Noon EST
Bonds are becoming more attractive now that interest rates have increased. How do bonds work? What’s the difference between government bonds and corporate bonds? Where can you buy I bonds and US Treasuries? What are the risks with bonds?
This webinar will explore the unfamiliar world of bonds. You’ll learn all you need to know about these often-misunderstood investments.
Join Dan Galli, CFP® and Karen Van Voorhis, CFP® as they explore this valuable investment option.
SECURE Act 2.0 and Other 2024 Planning Tips
Thursday, December 14th - Noon EST
Many SECURE Act 2.0 provisions will be effective in 2024 and we’ll be ready to share insights on how to maximize your opportunities.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP® as they share the latest financial planning opportunities based on new regulations.
