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 …
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 …
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 …
https://youtu.be/JRz1gZyH8b0 Are you looking to maximize your philanthropy while minimizing your tax burden? Join Eric D. Brotman, CFP®, CAP®, Manny Essien, CFP®, and Chris Vaughan, Vice President of Stevenson University, for an insightful discussion on powerful, tax-smart strategies. Discover how you can make a meaningful impact by supporting organizations like Stevenson University, while reducing your …
