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 …
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 …
