Wealth & Wellness

A Financial Guide to Marriage, Divorce, and Widowhood after 40

https://youtu.be/8wVsAg45f6U?si=z2cp2cu1Jtdnn_58 Love and Loss Later in Life: A Financial Guide to Marriage, Divorce, and Widowhood after 40 Join this in-depth quarterly webinar from BFG Financial Advisors—hosted by experienced advisors Lena Nebel, CFP®, and Claudia Glover, CFP®, CIMA®—as they tackle the complex financial transitions that often accompany love and loss later in life. This educational session

Artificial Intelligence and Economic Trends: Risks and Opportunities for Investors in the Age of AI

https://youtu.be/AlNnqwYdM5c Welcome to our 2024 Wealth & Wellness Webinar Series, hosted by BFG Financial Advisors! In this engaging and insightful episode, CEO Lena Nebel and Chief Investment Officer Claudia Glover are joined by keynote guest Kara Murphy, Chief Investment Officer of Kestra Investment Management. Together, they unpack the hottest topics in finance and investing —

OBBBA Explained: What You Need to Know for 2025 and Beyond

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,

Financial Strategies to Start 2025 Strong

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

Nov 20: 2025 Market Recap: What You Should Know About Investing for the New Year

2025 Market Recap: What You Should Know About Investing for the New Year Thursday, November 20, 2025 1 PM EST Register Now

Understanding Insurance: What to Know to Protect Yourself, Your Family, and Your Belongings

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

Financial Fitness for Families

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

Investing and the Election: What You Should Know

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

Maximize Your Benefits: A Financial Advisor’s Guide to Your Employee Benefits Package

https://youtu.be/zLQWH9epdkc Are you fully aware of the benefits your employer offers? Do you know how to maximize these benefits to improve your financial well-being? Join us for an informative webinar where a seasoned financial advisor will break down common employee benefit options and show you how to make the most of them. In this session,