WEB EVENTS

We're focused on helping you understand the complex financial economy,

so that you can be better informed and more proactive in your planning.

Expanding Your Resources to Create, Preserve & Transfer Wealth

June 24, 2022

Planning for your wealth, taxes and estate is essential to growing and preserving your assets. At our upcoming seminar, financial advisor Eric Oh, tax professional David Hilliard, and the team at The Law Office of James F. Roberts & Associates will discuss strategies and best practices to consider so that you are better informed and can be more proactive in your planning.

Improving Financial Security Despite Turbulence: Managing Assets for the Long- Term in 2022

April 13, 2022

Recorded on March 28, 2022 | With inflation and market volatility making for a bumpy road, it can be difficult to know the possible strategies to entertain in order to achieve your financial goals. In this webinar, we will discuss the steps to take so that you can be prepared and calm despite any turbulence that occurs in the markets.

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