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Our latest recommended online videos on a variety of finance-related topics.

photo of a Taxes, Tactics and Attacks…how to position your assets to withstand the Tax Tsunami. A tax planning webinar that has information and tips.

Taxes, Tactics and Attacks…

Taxes, Tactics and Attacks Join President, CEO and Lead Wealth Advisor  Sherri Stephens, CPA, CFP® Wealth Advisor, Jill Carr and AIF®, CFP®, ChFC®, CLU® Director of Financial Planning, Doug Marlow of  ...
September to Remember

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 ...
Travel Safety with COVID-19

International Women’s Day

In honor of International Women’s Day, we recently hosted a thirty-minute webinar about the travel industry and what you can expect as a traveler.  Mary Miller, President of Middleton Travel, provides ...
YouTube Screenshot of Sheryl Stephens with Pearl Planning Melissa Joy

2020 Year End Tax and Financial Planning Replay

2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. ...

2020 Medicare: What You Need to Know

In this episode of Pearl Planning’s 52 Pearls Weekly Money Wisdom Podcast, Melissa Joy, CFP®, and Joanne Giardini- Russell, founder of Giardini Medicare will discuss planning strategies that ...
coronavirus pamphlet on a table

Coronavirus Webinar Presentation 10-5-20

Quarterly Coordinates: fourth quarter 2020 outlook, the road to recovery. From Raymond James, Lawrence V. Adam III, CFA, CIMA, CFP, Chief Investment Officer. ...


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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure