Join us for a free webinar featuring attorney Jill Snyder and Certified Financial Planner, Eric Brotman. Together, they will guide you through the essential financial, tax, and legal steps to take during a time in your life that can feel overwhelming and uncertain. With their advice, you’ll gain the confidence to manage estate matters, taxes, …
2025 Market Recap: What You Should Know About Investing for the New Year Thursday, November 20, 2025 1 PM EST Register Now
https://youtu.be/5MheJWFKUBs Welcome to the Wealth and Wellness Webinar Series with Lena and Claudia! In this session, Lena Nebel, CFP®, takes the hot seat to dive deep into the sometimes-overlooked but absolutely essential topic of insurance. Alongside co-host Claudia Glover, CFP®, CIMA®, Lena provides clarity and insight into how insurance serves as a vital pillar in …
https://youtu.be/-rIkw6g4CEc Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for a FREE hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about …
Eric Brotman joined Roger Silk on the Sterling Insights: Stand Out and Supercharge Your Assets podcast to discuss the nuances of innovative financial planning and wealth management models that his firm champions. In this episode, Eric sheds light on BFG Financial Advisors’ distinctive flat fee model, tailored to suit private wealth and financial planning engagements. …
Eric joined Avik Chakraborty on the Healthy Mind, Healthy Life podcast to challenge conventional notions of retirement and introduce the concept of graduating into a new, more fulfilling phase of life. If you’ve been contemplating your future and are curious about how to reframe retirement into a period of growth and joy, this episode is …
Eric Brotman joined Scott Carson on the Note Closer’s Show to share his wealth of knowledge on financial planning, the importance of building a strong advisory team, and the nuances of navigating retirement in today’s complex economic landscape. Together, they delve into the intricacies of estate planning, financial wellness, and how to adopt a purposeful …
https://youtu.be/SmLCXIXNCzY Join Eric Brotman and Jeff Dudley for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics aimed at helping you optimize your charitable giving. We …
Eric Brotman joined Steve Sandusky on the Between Now and Success podcast to share his extensive experience in the financial advisory industry, discussing everything from managing advisor workloads to growth strategies and the evolving role of technology in financial services. In this episode, Eric dives into the intricacies of running a successful financial advisory firm. …
https://www.youtube.com/watch?v=htXkgqSN7Uc&t=126s Welcome to another webinar in the Wealth and Wellness series! In this webinar, Lena Nebel sits down with Claudia Glover, the lead advisor and chair of the investment committee at BFG Financial Advisors, to discuss the often-debated topic of investing during an election year. With a focus on long-term strategies and maintaining stability amidst …
