Benefit Financial Services Group: Financial Planning Fall Webinar Series

We are pleased to partner with Benefit Financial Services Group (BFSG) to offer a financial planning Fall webinar series. Join us for a series of webinars designed to guide you through your financial journey, protect your assets, and help you plan for a successful retirement.

• Navigating Volatile Markets:
  • October 30th, 10 AM
  • Join us and dive into essential investing tips and behavioral finance strategies to help you manage market uncertainty. You’ll discover how a balanced financial plan can make a significant difference, especially in fluctuating markets.

• Navigating Your Tax Strategy:
  • November 6th, 10 AM
  • Learn key tax-saving strategies you can implement before year-end. Designed for business owners, executives, and individuals with stock options, this session will also offer insights into tax planning for the years ahead, including a forecast of potential tax changes in 2025 and how to prepare.

• Navigating the Financial Seas: A Roundtable Discussion:
  • November 13th, 10 AM
  • Certified Financial Planner™ professionals will address your personal finance questions. Topics include Social Security, Medicare, retirement planning, charitable giving, investments, annuities, debt management, and more, making this an excellent opportunity to receive guidance across a broad spectrum of financial topics.

• Navigating Your Retirement Plan:
  • November 20th, 10 AM
  • Discover strategies to maximize retirement savings and develop an investment and withdrawal plan. You’ll also learn about common retirement planning pitfalls and how to avoid them for a smoother path to financial security.