https://youtu.be/cnp7_7M79-k For this quarter’s Wealth and Wellness webinar, Lena Nebel, CFP®, and Claudia Glover, CFP®, CIMA®, took on the ambitious task of breaking down the recent major legislation, “One Big Beautiful Bill Act.” The goal? To unpack what’s staying the same and what’s changing in your financial world, with a special eye on planning opportunities, …
https://youtu.be/DbGdP107ZAc Putting the Life in Life Insurance: How and Why to Use Your Policy While Living Join Eric Brotman, CFP® and Jamie L. Mendelsohn, EVP, Ashar Group for this FREE webinar! Your life insurance policy is more than just a safety net – it’s a valuable asset that can help you fund retirement, healthcare, or …
The Benefit of Benefits: The Why and How of Offering Employee Benefits as a Small Business August 26, 2025 10:30 AM EST As a small business owner, you want to attract top talent, keep your team engaged, and build a workplace where people thrive—but without the resources of a Fortune 500 company, offering employee benefits …
Eric Brotman joined Chelsea Williams on the Always and Never About Money podcast to dive into the heart of what truly shapes our financial lives—spoiler alert, it’s not just about the numbers. In this conversation, they unravel the myths, emotions, and behavioral traps that hold us back from achieving financial independence and shine a new …
Eric Brotman joined Maurice Chism on That Will Nevr Work to challenge the common belief that financial planning is only for those with six-figure savings. The conversation revolves around redefining financial freedom, emphasizing the importance of habits over income level, and empowering you to start your wealth-building journey right where you are. From practical savings …
https://youtu.be/OARYtuxgX8k In this webinar, Eric D. Brotman, CFP®, sits down with executive and well-being coach Linda Rosack Burton to explore the fascinating topic of “The Five Facets of Well-Being: A Journey Towards Professional Growth.” Eric and Linda bring both insight and humor to the conversation, promising an experience that’s as entertaining as it is educational. …
https://youtu.be/RNoDbp9fIcc Welcome to our free webinar, “The Life Cycle of Real Estate Investing: Strategies for Success.” Today, Meredith Mears joins host Eric Brotman, CFP®, CEO of BFG Financial Advisors, to offer listeners a practical, experience-rich guide to navigating commercial real estate. With a background spanning economic development, commercial brokerage, and extensive hands-on investment, Meredith shares …
Download the Joy/MONEY Worksheet https://youtu.be/rbx6brvtqBA Tune in to this free webinar to hear Eric Brotman, CFP®, and Aaron Velky dive into why so many of us lose passion for our work over time – and, more importantly, how to find and reignite that spark. They break down actionable frameworks, mindset shifts, and practical exercises tailored …
Yanni Niebuhr, CFP®, recently joined Mark Schoenbeck and fellow panelists Liz Hand and Kerry Jackson on the Kestra Outloud podcast to discuss their roles as G2 advisors. Each guest brings a unique perspective, having collectively navigated the challenging journey from associate to equity owner and transition leader within ensemble advisory firms. This conversation spotlights the …
https://youtu.be/yXfQLOkOhBw Join BFG Financial Advisors and Podcast Abundance for an insightful webinar on Why Financial Advisors Should Podcast. In this session, hosts Eric Brotman, CFP®, and Virginia Elder will explore the benefits of podcasting for financial professionals, offering practical strategies to engage clients, build your brand, and establish thought leadership in a competitive market. Whether …
