https://youtu.be/HSq8RW0n4uk Are you a HENRY (High Earner, Not Rich Yet)? Tune in to this webinar that will help you navigate the transition from earning a significant income to building lasting wealth. Hosted by Eric D. Brotman, CFP®, Cody Niedermeier, CFP®, and Jackie Kalish, CPA, this session will answer important questions, including: What income qualifies as …
https://youtu.be/NKcXbJ8FGg8 Join Eric D. Brotman, CFP®, CAP®, John T. Butler, CFRE, and Fr. Michael Barth, ST, 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 …
https://youtu.be/kgh2nIGcszU Wealth and Wellness with Lena and Claudia is back! In this webinar, Claudia Glover and Lena Nebel dive into financial strategies that can help you kick off 2025 on the right foot. Claudia, an advisor and chair of the investment committee, and Lena, the president and COO of BFG, share their expertise on various …
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 …
