News and Media

Finding Abundance: Eric Brotman on Financial Advising, Podcasting, and Building a Legacy
Eric Brotman joined Virginia Elder on “Reaching Abundance” to unravel the journey of integrating financial expertise with powerful podcast marketing strategies. From his early days

Hey HENRYs!: Making the Jump from High Earner to High Net Worth
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

Tax-Smart Planned Giving
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

Financial Strategies to Start 2025 Strong
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

Losing a Loved One: Financial and Legal Decisions You’ll Need to Make
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,

2025 Market Recap: What You Should Know About Investing for the New Year
2025 Market Recap: What You Should Know About Investing for the New Year Thursday, November 20, 2025 1 PM EST Register Now
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