Buy-Sell Agreement
Mike Converse explains the importance of a buy-sell agreement for business owners.
Tax Deadline Tips for Self-Employed
Self-employed? Mike Converse shares tax tips to meet deadlines, maximize deductions, and avoid penalties.
401(k) Contribution Limits for 2025
New 401(k) limits for 2025! Mike Converse explains the changes and how to maximize savings and tax benefits.
Funding a Buy-Sell Agreement
A buy-sell agreement is only as strong as its funding. Mike Converse shares the best ways to secure financial stability for your business.
Solo 401(k)
Learn how a Solo 401(k) can benefit your business. Mike Converse explains contribution limits, tax advantages, and more.
Planning for Healthcare - Healthy Horizons
With medical costs on the rise, planning for healthcare is a crucial aspect of retirement planning. Webinar led by Fidelity Invesments.
The Power of Giving: Charitable Giving & Donor Advised Funds
Learn a clear understanding of how Donor-Advised Funds (DAFs) work, including their advantages over traditional private foundations.
529 vs Roth IRA
Learn the benefits of 529 plans vs. Roth IRAs for education and retirement savings, including tax-free growth and flexibility.
Understanding 401(k) Rollovers
Explore 401(k) rollover options: leave, roll into a new plan, roll into an IRA, cash out, or combine. Learn about tax implications and penal
Roth IRA: Where The Money Grows
Learn about Roth IRAs: tax-free growth and withdrawals, early investment benefits, and contribution limits.
Financial Fitness for Young Adults and Parents
Learn savings vs. investing, budgeting, job earnings, and funding education to build strong financial habits for a secure future.
So... Life Just Got Interesting
The Converse Team discusses the most common life milestones that have a significant financial impact and how to best prepare and plan.
Fiduciary Training & Best Practices Webinar
Fiduciary Training and Best Practices webinar presented by Eric Dyson, Experienced Witness and ERISA Plan Keynote Speaker.
Money Market Accounts
Learn more about Money Market accounts with financial advisor, Adam Eilert.
UTMA vs 529 Plans: Which Is Best for You?
Watch Adam Eilert explain the difference between UTMA and 529 plans and help you decide which one suits you best.
Saving on a Valuable Education (SAVE) Plan
Adam Eilert discusses Income-driven repayment (IDR) plans to student loan borrowers seeking more manageable monthly payments.
Budgeting 101
Essential Budgeting Tips and Tricks with Chris Helmick: A Beginner's Guide to Financial Planning.
Love & Money Webinar
Megan McCoy Ph.D., LMFT, AFC®, CFT-I™ shares insights on the psychology of money and open financial discussions.
Mastering Student Loans: Consolidating vs Refinancing
Gain a deeper understanding of financial strategies and empower yourself for a stronger financial future with Adam Eilert.
Mastering Student Loans: Federal Student Loan Repayment Options
Adam explores loan repayment options for federal student loans, providing valuable insights to help you navigate your financial strategy.
Mastering Student Loans: Paying off your Student Loans Early
Unlock the secrets to early student loan payoff with Adam Eilert and explore effective strategies and practical tips.
Mastering Student Loans: Types of Student Loans
Join financial advisor Adam Eilert in this introductory video, where he breaks down the different types of student loans.
8,000 Days of Retirement Webinar
Explore essential retirement insights with Mike Lynch from Hartford Funds in this informative webinar.
Planning for Medicare
Join Tracy Johnson and Julie Squires for an insightful Medicare webinar on costs, coverage, and more!
