Staying informed about current economic and financial market developments is key to successful financial planning. That’s why I’m sharing with you this webinar featuring Raymond James Chief Investment Officer Larry Adam, which was recorded Monday, July 10, 2023. It contains some great insights into the financial markets. I hope you find it as informative as …
Webinars
FAFSA®
With National 529 Day coming up on May 29th, this month is a great time to start thinking about FAFSA® – savings options for higher education. Many of you are actively saving for your children, grandchildren, and others to go to college, for whom we have provided resources on 529s savings plans in the past. …
Secure Act 2.0 (Webinar)
The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping …
Taxes, Tactics and Attacks
Taxes, Tactics and Attacks… Join President, CEO and Lead Wealth Advisor Sherri Stephens, and Jill Carr CPA, CFP® Wealth Advisor of Stephens Wealth Management Group. We will discuss our concerns about taxes, tax rates, and there impact on your investments, your net worth, and what you may face along with some potential strategies you may …
Inflation Nation
Join Chief Investment Office Larry Adam and other Raymond James investment thought leaders for an update on the impact of the coronavirus on the markets. Lawrence V. Adam III, CFA, CIMA®, CFP® Chief Investment Officer Raymond James Chief Investment Officer Served as CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private …
Time to Travel
In honor of International Women’s Day, we recently hosted a thirty-minute webinar – Time to Travel and what you can expect as a traveler. Mary Miller, President of Middleton Travel, provides information about travel safety, exciting places you can go right now, and what is ahead for the travel industry. The event wraps up with …
Tax and Financial Planning
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. Go to our YouTube channel to view this and other interesting topics. https://www.youtube.com/channel/UCykAjA6UqhKLYR1eWgrVaXA Disclosure *Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance …