Webinar: Business Planning
- Deanne Rosso, CFP®
President and Wealth Adviser | Bio »
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You spend years pouring your time, talents, and treasure into building a lucrative business, so it’s important to get a strong return on your investment. But sometimes as business owners, we get caught up in the day-to-day and fail to plan for a departure—expected or unexpected—which may prevent us from capturing the maximum value of the business.
Whether you are planning to sell or just want to be sure you are prepared for the unexpected, proper Business Planning can help ensure you and/or your family capture the maximum return on your business investment. Join us as Brian Seigal, Director of Advanced Planning for BUI, shares insights into planning items, such as how far in advance you should begin to prepare for sale, steps you should take to make that transition, and other key principles in maximizing your business value.
Questions?
Webinar: Helping Children and Grandchildren Get Off to a Great Financial Start
- David Jenkins
Wealth Adviser | Bio »
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Are the kids going to be alright? Financial results come from the small decisions we make and actions we take every day. You are the most influential financial teacher your child will ever have, so join us for some tips on teaching them the importance of making good financial decisions and learning from their mistakes.
Questions?
Webinar: College Planning
- Clarke Holt
Wealth Adviser | Bio »
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Help save money on your children’s college tuition with proper planning. Learn how to evaluate financial aid letters, how parent and child assets impact financial aid packages, and explore key college funding data.
Questions?
Webinar: 30 Minutes on Medicare Basics
- Chuck Vickery, CLU, ChFC
Founder and Wealth Adviser | Bio »
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Confused about Medicare? If you are retired, planning to retire, or concerned about retirement health care expenses, we will help you understand how to begin making important Medicare decisions.
Questions?
Webinar: Cybersecurity
- TBD
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Have questions about cybersecurity? We can help! Learn about common scams, how to stay safe, and how to fight back.
Questions?
Webinar: Year-End Planning
- Rob Fezekas, CFA
Wealth Adviser | Bio »
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Make sure you are progressing toward your financial goals and that you have a plan for next year.
Questions?
Webinar: Philanthropy and Charitable Giving: Get Good From Doing Good
- Chuck Vickery, CLU, ChFC
Founder and Wealth Adviser | Bio »
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Touch, Change, Improve, Impact, and Provide
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Questions?