Webinars

October 2023 Market Update Webinar

Greg Patterson, JA Canady, and Tara Gould evaluate current financial markets, provide recent economic updates, and review items to consider during Medicare Open Enrollment season.

September 2023 Market Update Webinar

Greg Patterson, JA Canady, and Tara Gould address September's financial planning topic: Insurance Coverage Review. Listen in on the team's conversation as they evaluate current financial markets, share actionable ideas for today's environment, and discuss how to complete an insurance analysis.

August 2023 Market Update Webinar

Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review employer-sponsored benefit options. Learn about maximizing employer-sponsored benefits as part of your overall financial strategy to achieve your goals.

June 2023 Market Update Webinar

Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review education funding options.

May 2023 Market Update Webinar

Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review estate planning considerations.

April 2023 Market Update Webinar

Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review important Social Security decisions and resources in honor of National Social Security Month.

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