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
Webinars
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 …
How to Maximize Charitable Giving Through Tax-Smart Strategies
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 …
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 …
Advocacy, Education, and Aging Around Long-Term Care
Download the Slides When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to you can be stressful. Join BFG Financial Advisors and The Option Group for a free informational webinar that will answer the questions you have around: Levels of care for aging …
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, …
Caring for Aging Loved Ones: Navigating Financial, Legal, and Healthcare Decisions
As our loved ones age, it can be challenging to navigate the changing responsibilities and understand everything that needs to be taken care of. Join BFG Financial Advisors for a FREE webinar, featuring experts in estate planning, home healthcare, and care facilities to help you understand what needs to be done and find resources to …
Financial Fitness for Families
Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for an 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 money Tax-favored …
2023 Stock Market Update
Join BFG Financial Advisors’ Chief Investment Officer Yanni Niebuhr, CFP®, and Kestra Financial’s Chief Investment Officer Kara Murphy, CFA®, for a discussion and live Q&A about the current state of the market. Starting with a fun, financial adaptation of Aesop’s classic fables and ending with an overview of the economy and where we expect it …