Webinar Replays

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

April 21, 2021

Organize Your Financial Life

Between taxes, investments, bank accounts, and more, our financial lives can become busy and overwhelming. In this webinar, Jacob reviews:

- Record retention - what to keep and how long to keep it

- Organizing your personal and financial data for unexpected events or death

- Options for digital storage and organization

Click here to listen to a replay of this webinar.

February 3, 2021

Webinar: 2021 Economic Update and Investment Outlook

In this webinar, Jacob and Kevin take a look at what may be ahead in the markets and the economy for 2021. Topics discussed include:

- Planning strategies for the administration changes

- Preparing for a post-pandemic economy

- A year ahead of uncertainties and opportunity

- The position and outlook of various asset classes

Click here to listen to a replay of this webinar

September 30, 2020

Webinar: Election Results and Their Impact on the Economy

In this webinar, Jacob and Kevin review how election results may impact the economy, and past market and economic performance under various political parties. Jacob and Kevin discussed:

- Past market performance under various political parties

- The economic impact of new legislation

- Factors under government control that have the biggest impact on the economy and stock market

Click here to listen to a replay of this webinar.

June 24, 2020

Webinar: Economic, Real Estate and Mortgage Update

In this 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