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.
Forbes Names The Converse Team as Best-in-State Wealth Management Teams
The Converse Team Financial Services is proud to announce its recognition as one of the Forbes Best-in-State Wealth Management Teams.
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 101: Consolidating vs Refinancing
Gain a deeper understanding of financial strategies and empower yourself for a stronger financial future with Adam Eilert.
Mastering Student Loans 101: 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 101: 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 101: 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!
SIMPLE IRAs
Brandon Converse, Financial Consultant discusses SIMPLE IRAs.
529s and Student Loan Repayments
Brandon Converse, Financial Consultant discusses how 529 Education Savings Plans can be used to repay a portion of student loans.
529 Education Savings Plans
Financial Consultant, Brandon Converse discusses 529 Education Savings Plans.
Inherited Assets
When inheriting assets such as 401(k)s IRAs, or Trust accounts, it's important to know the tax implications.
Retirement with Multiple Income Streams
Financial Advisor Brandon Converse talks about retiring with multiple income streams.
