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 …
Ending the Year Right: Last Minute Money Moves to Save You On Taxes We’re almost through 2021 and deadlines are approaching for certain tax-planning strategies. Join Cody Niedermeier and Eric Brotman, CFP, for a one-hour webinar that goes through multiple strategies you can take to save you on your upcoming tax bill.
Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions Whether retirement is still years away or right around the corner, there are important decisions that need to be made and vital steps that need to be taken. Join Cody Niedermeier and Kathleen Benjamin, CFP, for a FREE one-hour webinar that covers …
More than Money: Using Your Estate Plan to Leave a Lasting Legacy Your legacy is about more than the money you leave behind. Start rethinking your estate plan and how you can make a lasting difference in this one-hour webinar featuring Eric D. Brotman, CFP, and Jill A. Snyder, Esq. Download the Checklist
It’s Not Scary: Planning for Retirement in Your 20s When you’re in your 20s, retirement may seem like a lifetime away—something you may not need to plan for just yet. But is it ever too early to start preparing yourself for a future of financial independence? Absolutely not. The best time to start planning for …
Understanding Your Employee Benefits Package Starting a new job is exciting, but what are all those papers that HR just handed you? Join Cody Niedermeier and Lena Nebel for a one-hour webinar that explains everything you can expect to see in your employee benefits package including: Retirement accounts like 401(k)s and 403(b)s Wellness programs to …
Creative Strategies to Pay Off Student Loans and Debt Get yourself out of debt and start building your savings. Join Cody Niedermeier and Yanni Niebuhr, CFP, for a FREE one-hour webinar filled with creative, simple strategies you can start using right away. Transcript of Webinar Cody Niedermeier: [00:00:00] Hello everyone. And welcome back to our …
The Financial Advisor’s Guide to Buying a House Considering buying a house soon? Join Cody Niedermeier and Lena Nebel, CFP, for a FREE one-hour webinar that goes through the aspects of buying a house that you may not have thought of. Video Transcript Cody Niedermeier: [00:00:00] Hello everyone. And welcome to BFG’s webinars series. My …
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