Tax Planning Webinar

Sep 24, 2024 | Insights, Webinars

Claire Gallant and Logan Holman are CPAs and founders of Vivify (www.usevivify.com), an accounting firm serving clients across the country. Together they will discuss and help you understand steps you can take to ensure a tax-smart year-end. With experts like Claire...

What to do with Cash as the Fed cuts rates?

Aug 23, 2024 | Insights, Webinars

With markets anticipating at least one Federal Reserve rate cut in 2024 and speculation about future cuts, join us on our upcoming webinar to discuss what this means for investors – especially those that are holding cash. Over the last year and a half, cash investors...

Career Development Webinar

Jul 8, 2024 | Webinars

In this webinar, we discussed the topics of career development and employment search in a post pandemic market with technological advancements like artificial intelligence. You can now watch the recording at your convenience by clicking the link below. Passcode for Q2...

Investment Forum

Mar 22, 2024 | Webinars

We kicked off the year with our investment forum featuring an economist from First Trust, and investment professionals from JP Morgan (perspective on stocks) and Wellington (perspective on bonds).  You can now watch the recording at your convenience by following this...