https://youtu.be/OARYtuxgX8k In this webinar, Eric D. Brotman, CFP®, sits down with executive and well-being coach Linda Rosack Burton to explore the fascinating topic of “The Five Facets of Well-Being: A Journey Towards Professional Growth.” Eric and Linda bring both insight and humor to the conversation, promising an experience that’s as entertaining as it is educational. …
https://youtu.be/yXfQLOkOhBw Join BFG Financial Advisors and Podcast Abundance for an insightful webinar on Why Financial Advisors Should Podcast. In this session, hosts Eric Brotman, CFP®, and Virginia Elder will explore the benefits of podcasting for financial professionals, offering practical strategies to engage clients, build your brand, and establish thought leadership in a competitive market. Whether …
https://youtu.be/JRz1gZyH8b0 Are you looking to maximize your philanthropy while minimizing your tax burden? Join Eric D. Brotman, CFP®, CAP®, Manny Essien, CFP®, and Chris Vaughan, Vice President of Stevenson University, for an insightful discussion on powerful, tax-smart strategies. Discover how you can make a meaningful impact by supporting organizations like Stevenson University, while reducing your …
Join BFG Financial Advisors and HWK Law Group for an impactful webinar on Maryland’s evolving tax landscape and how potential changes in 2025 and beyond could impact residents across our state. Hosted by Eric Brotman, CFP® and Nicole Hewitt, Esq. this session will explore key tax topics, including: Income Tax Landscape – What adjustments may …
https://youtu.be/PxSofoUv_gY Welcome to our latest webinar featuring Yanni Niebuhr, CFP® and esteemed business advisor Troy Brown, Esq. Join us as we navigate the journey of transforming business ideas into a thriving reality with a focus on legal and financial strategies for long-lasting success. This episode is tailored for budding entrepreneurs and established business owners aiming …
https://youtu.be/HSq8RW0n4uk Are you a HENRY (High Earner, Not Rich Yet)? Tune in to this webinar that will help you navigate the transition from earning a significant income to building lasting wealth. Hosted by Eric D. Brotman, CFP®, Cody Niedermeier, CFP®, and Jackie Kalish, CPA, this session will answer important questions, including: What income qualifies as …
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 …
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 …
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, …
https://youtu.be/-rIkw6g4CEc Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for a FREE hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about …
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