Broker Check

Webinar Replays

Missed one of our Webinars? Listen when it's convenient for you, by clicking one of the replay links below. 


June 24, 2020

Webinar: Economic, Real Estate and Mortgage Update

At our last webinar, we were joined by Barbara Pearson from David Lyng Real Estate and Kane Silverberg from Supreme Lending. Barbara provided us with an update on the current real estate market, and Kane explained the current mortgage and refinance rates.

Jacob also gave a brief economic update about the stock market rebounding and what the next steps may be.

To listen to a replay, please refer to the following links.

Economic Update: Click here to listen to a replay of this webinar.

Real Estate and Mortgage Update: Click here to listen to a replay of this webinar.


May 5, 2020

Webinar: Saving & Investing for College

Are you still trying to put aside money for college? If so, we'll discuss:

-Different ways to save for college & the pros and cons of each

-Impact on financial aid of each of these options 

-Tax impact of each of these options

For those who have existing investments for college, what should you do now, amid Covid-19? We'll discuss:

-Overview of the current market 

-Strategies for going forward - Hold? Sell? Invest more? 

Click here to listen to a replay of this webinar.


May 1, 2020

Webinar: Economic Update and RMDS

-The current economic conditions.

-Investment Strategies for a volatile stock market.

-Required Minimum Distributions for 2020.

-Current office logistics and set up.

Click here to listen to a replay of this webinar.

 

April 14, 2020

Webinar: CARES Act and Current Economic Update

-The current economic conditions.

-The CARES Act and how it may affect you.

-How our office is working remotely and continuing to meet our client's needs.

Click here to listen to a replay of this webinar.