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 …
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 …
Life After Loss: Navigating Your Finances After Losing a Spouse Navigating your finances after the loss of a spouse can seem impossible. You’re not in it alone. Join BFG Financial Advisors’ COO Lena Nebel for an in-depth discussion of what you should know regarding your financial plan, benefits, estate, insurance, and more. Download the Executor Checklist …
New Year, New Money Habits: Setting Financial Resolutions for 2023 Begin the new year on the right foot. Find out what goals you should be setting and learn methods for reaching them with Certified Financial Planner practitioner Eric Brotman and Accredited Financial Counselor Sara Lohse. Complete Your Extra Credit Enroll at Retire U to master: …
Young Money: Tools and Strategies for Raising Financially Responsible Kids We all want our children to be set up for successful futures, but when personal finance isn’t taught in schools, how can we make sure they know how to make good decisions with their money? This one-hour webinar to go through tools and strategies for …
Ending the Year Right: Last Minute Money Moves to Save You On Taxes We’re almost through 2021 and deadlines are approaching for certain tax-planning strategies. Join Cody Niedermeier and Eric Brotman, CFP, for a one-hour webinar that goes through multiple strategies you can take to save you on your upcoming tax bill.
Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions Whether retirement is still years away or right around the corner, there are important decisions that need to be made and vital steps that need to be taken. Join Cody Niedermeier and Kathleen Benjamin, CFP, for a FREE one-hour webinar that covers …
More than Money: Using Your Estate Plan to Leave a Lasting Legacy Your legacy is about more than the money you leave behind. Start rethinking your estate plan and how you can make a lasting difference in this one-hour webinar featuring Eric D. Brotman, CFP, and Jill A. Snyder, Esq. Download the Checklist
It’s Not Scary: Planning for Retirement in Your 20s When you’re in your 20s, retirement may seem like a lifetime away—something you may not need to plan for just yet. But is it ever too early to start preparing yourself for a future of financial independence? Absolutely not. The best time to start planning for …
Understanding Your Employee Benefits Package Starting a new job is exciting, but what are all those papers that HR just handed you? Join Cody Niedermeier and Lena Nebel for a one-hour webinar that explains everything you can expect to see in your employee benefits package including: Retirement accounts like 401(k)s and 403(b)s Wellness programs to …
