Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In our Diary of a Financial Advisor segment, I, Eric Brotman, interview financial advisors about their professional journeys and their dedication to aiding others in their financial success. Today, we are lucky enough to be joined by BFG’s …
https://youtu.be/NKcXbJ8FGg8 Join Eric D. Brotman, CFP®, CAP®, John T. Butler, CFRE, and Fr. Michael Barth, ST, for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics …
Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In today’s episode, we’re taking a look at college admissions and financial aid with our special guest, Dr. Kuni Beasley. With over 40 years of experience in helping students and their families navigate the complexities of getting into …
https://youtu.be/kgh2nIGcszU Wealth and Wellness with Lena and Claudia is back! In this webinar, Claudia Glover and Lena Nebel dive into financial strategies that can help you kick off 2025 on the right foot. Claudia, an advisor and chair of the investment committee, and Lena, the president and COO of BFG, share their expertise on various …
Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passionate retirement by asking you the important question: “What do you want to be when you grow up?” In our “Diary of a Financial Advisor” segment, we interview financial advisors about …
Tax Policies, Investing, and Retirement with Joe Saul-Sehy
Join us for a free webinar featuring attorney Jill Snyder and Certified Financial Planner, Eric Brotman. Together, they will guide you through the essential financial, tax, and legal steps to take during a time in your life that can feel overwhelming and uncertain. With their advice, you’ll gain the confidence to manage estate matters, taxes, …
2025 Market Recap: What You Should Know About Investing for the New Year Thursday, November 20, 2025 1 PM EST Register Now
Open Enrollment: Making Sense of Your Employee Benefit Options Wednesday, August 20, 2025 1 PM EST Register Now
https://youtu.be/5MheJWFKUBs Welcome to the Wealth and Wellness Webinar Series with Lena and Claudia! In this session, Lena Nebel, CFP®, takes the hot seat to dive deep into the sometimes-overlooked but absolutely essential topic of insurance. Alongside co-host Claudia Glover, CFP®, CIMA®, Lena provides clarity and insight into how insurance serves as a vital pillar in …
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**
Investor Disclosures: https://bit.ly/KF-Disclosures
Copyright © Brotman Media Group
