As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the content that we’ve put out over the years. Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in no particular order): 2026 Honor …
As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the first six seasons and celebrate some of our favorite episodes over the years. Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in …
As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the first six seasons and celebrate some of our favorite episodes over the years. Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in …
https://youtu.be/N0nX8II5nuU Welcome to our insightful webinar, “New Year. New You: Choosing the Financial Partner You Need to Thrive in 2026,” hosted by Eric Brotman of BFG Financial Advisors, with special guest Germaine Foley, a certified life and money coach. This interactive session offers insights on how to select the right financial coach or advisor, understand …
https://youtu.be/s0NIetcivbg Eric Brotman was a featured speaker at the Million Dollar Round Table’s 2025 Edge event in Austin, Texas. Session Overview If you’re running a solo practice or are part of an ensemble firm waiting to grow through referrals alone, you’re already behind. Strategic acquisitions offer a powerful path for newer advisors ready to scale …
Don’t let your legacy turn into a horror story! In this informative and entertaining webinar, Eric Brotman, CFP®, and Amanda Plant, Esq., team up to share real-life estate planning “nightmares” that can haunt families for years if left unchecked. They walk through six chilling chapters, covering critical topics like life insurance tax traps, unplanned business …
https://youtu.be/UIxIkcGotdo In this webinar, hosted by Eric Brotman and attorney and charitable advisor Shari Fleming, we explored strategies for charitable giving and estate planning with an emphasis on community impact and legacy. Overview of Discussion: The “Why” of Charitable Giving:Both panelists shared personal stories illustrating why charitable giving is personally and communally significant. Shari spoke …
Eric Brotman joined Matt and Luigi on the Liquid Lunch Project for an in-depth discussion on financial planning, business exit strategies, and why it’s time to replace “retirement” with “graduation.” Here’s what they talked about: Why traditional retirement is a broken concept, and how “graduating” opens up new possibilities for business owners and families. Real-world …
https://youtu.be/-7oe_S4bDLg Thank you for participating in our recent webinar on Maryland estate planning, hosted by Eric Brotman, with invaluable insights from guest attorney Helen Smith. Whether you joined us live or are reviewing the session after the fact, there are important concepts and strategies to reflect upon as you consider or revisit your estate planning …
https://youtu.be/6hsYm2R6iY8 Philanthropy isn’t just for the ultra-wealthy or large foundations. The right planning makes impactful giving accessible to anyone passionate about supporting meaningful causes. This webinar, co-hosted by York College of Pennsylvania, provides key strategies for alumni, community members, and anyone curious about maximizing their impact through smart giving strategies. Key takeaways: 1. Qualified Charitable …
