Webinar/Presentations IN 2019
December 19, 2019
Year End Planning: Finish Strong, Set Yourself Up For Success - Click here to watch the replay of Claire Toth and Donna St.Amant as they discuss simple steps to improve your financial future.
November 19, 2019
October 29, 2019
Cybersecurity: The 800 lb. Threat to Your Financial Security - Click here to review actual case studies of attempted financial cyberfraud. Get tips on how to protect yourself and your assets.
September 24, 2019
June 13, 2019
June 5, 2019
Three Attractive Sectors in Today’s Market - Finding long term investment opportunities in today’s market, click here to view.
May 8, 2019
Are You Overpaying Taxes Through Your Asset Allocation? - Click here to learn how to allocate your assets to help you secure your wealth.
April 10, 2019
How We Can Help You Reach Your Financial Goals! - Click here to view our latest webinar.
March 29, 2019
February 26, 2019 - Webinar
January 25, 2019 - Webinar
What does 2019 have in-store for investors? Click here to view our latest webinar to hear more about the market outlook for 2019.
January 17, 2019
January 4, 2019
David Dietze and John Petrides kicked off the New Year with their annual financial presentation discussing A Look Back, A Look Forward: Ten Ways to Improve Your Finances in 2019 to the Suburban Chamber of Commerce. Click here to view presentation.