We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

How can you participate? Use the following audio dial-in to listen and web login information to view slide presentation at the time of the scheduled webinar:

Join Web Conference:  https://www.anywhereconference.com/

Web login: 201181671
Participant Pin: 8405510
Join Audio Conference:

Dial 866-946-4916
Participant Pin: 8405510

Upcoming Webinars

Topic: Manage Your Tax Bill For 2017 and Beyond!
When: Thursday, November 16th at 12:00 p.m. EST

Join Steven E. Richardson, CFP®, CRPS®, CPA, President, as he explores some of the major changes for 2017 and some strategies for managing through them! The agenda includes:

  • 2017 Tax rates, brackets, and changes
  • Additional taxes on high income
  • Tax planning strategies
  • Ideas for managing taxes