https://youtu.be/SmLCXIXNCzY Join Eric Brotman and Jeff Dudley 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 aimed at helping you optimize your charitable giving. We …
Download the Slides When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to you can be stressful. Join BFG Financial Advisors and The Option Group for a free informational webinar that will answer the questions you have around: Levels of care for aging …
https://youtu.be/zLQWH9epdkc Are you fully aware of the benefits your employer offers? Do you know how to maximize these benefits to improve your financial well-being? Join us for an informative webinar where a seasoned financial advisor will break down common employee benefit options and show you how to make the most of them. In this session, …
As our loved ones age, it can be challenging to navigate the changing responsibilities and understand everything that needs to be taken care of. Join BFG Financial Advisors for a FREE webinar, featuring experts in estate planning, home healthcare, and care facilities to help you understand what needs to be done and find resources to …
Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for an 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 money Tax-favored …
Join BFG Financial Advisors’ Chief Investment Officer Yanni Niebuhr, CFP®, and Kestra Financial’s Chief Investment Officer Kara Murphy, CFA®, for a discussion and live Q&A about the current state of the market. Starting with a fun, financial adaptation of Aesop’s classic fables and ending with an overview of the economy and where we expect it …
Life After Loss: Navigating Your Finances After Losing a Spouse Navigating your finances after the loss of a spouse can seem impossible. You’re not in it alone. Join BFG Financial Advisors’ COO Lena Nebel for an in-depth discussion of what you should know regarding your financial plan, benefits, estate, insurance, and more. Download the Executor Checklist …
New Year, New Money Habits: Setting Financial Resolutions for 2023 Begin the new year on the right foot. Find out what goals you should be setting and learn methods for reaching them with Certified Financial Planner practitioner Eric Brotman and Accredited Financial Counselor Sara Lohse. Complete Your Extra Credit Enroll at Retire U to master: …
Making Your Money Work For You: Turning High Income into a High Net Worth A high salary does not always lead to a high net worth–but it can! Learn the behaviors and habits that will help you build wealth and get on track towards reaching financial freedom.
Young Money: Tools and Strategies for Raising Financially Responsible Kids We all want our children to be set up for successful futures, but when personal finance isn’t taught in schools, how can we make sure they know how to make good decisions with their money? This one-hour webinar to go through tools and strategies for …
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
