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Previous WebinarsClick on the topic below to listen and view the slides from our library of previous Webinars.
How Will Financial Reform Impact You?
August 26th, 2010 (Length: 23 minutes)
Discover how the "Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010" will impact you by creating new government regulatory agencies and implementing changes to businesses and consumers. Learn what immediate changes will happen in 2010 and what will be phased in over the next 5 years.
Mid-Year Market Review for 2010
July 27th, 2010 (Length: 39 minutes)
Provides an overview of what has transpired in our financial markets over the last 6 months. Learn tips on how to position your portfolio in light of potentially higher taxes and inflation moving forward. Discover themes that will help you participate in the market recovery over time.
What You Need to Know About Special Needs Trusts
June 29th, 2010 (Length: 34 minutes)
Discover ways to support your family member with a disability when you no longer can. Learn about the 3 different types of special needs trusts along with the benefits of using a non profit pooled trust.
Learn our Perspective on the Market and on Biblical Stewardship. Discover 4 timeless principles to implement now along with 10 principles for successful investing.
Discover how the "Health Care and Education Reconciliation Act of 2010" will impact you by implementing changes to businesses, employees and Medicare. Learn what immediate changes will happen in 2010 and what will be phased in from 2011 to 2018.
Warren Wandling, national speaker and business coach from Awakening Significance, discusses how to become an obstacle buster through increasing productivity, uncovering your purpose and unwavering perseverance.
Learn what a Roth Conversion is and the factors one should consider before converting in 2010. Also provides 2 detailed examples of how someone can benefit from a Roth Conversion.
Reveiws the last 12 months from a global economic standpoint. Includes a discussion on what themes have worked over the past decade along with what you can do to prepare your investment portfolio for this upcoming year and beyond.
What to expect, when you're expecting...An Elderly Senior
December 3rd, 2009 (Length: 35 minutes)
Natalie Scheider, C.G.C.M, President and Founder of American Companion Care shares information on how to prepare for the care of aging parents. Topics include: health warning signs to look for, steps to proactively prepare for the elderly, the benefits of private duty services, and how to find and keep a high quality caregiver. Includes a bonus section on financial tips to consider as you prepare to help an aging senior.
Commercial Real Estate Investing
October 13th, 2009 (Length: 31 minutes)
Nathan Anderson, SIOR, CCIM, Managing Principal of Harbinger Property Group, discusses different aspects of investing in the commercial real estate market. Topics include: buying a property with your company as the lessee, understanding different property types, how to buy an income-producing property by yourself, buying a minority interest in an LLC ownership group, and opportunities within commerical real estate investing over the next 12 months.
Learn the basics of how exchange traded funds work and how their unique creation/redemption process leads to potential benefits not available through other investment vehicles. Explains the tax efficiency, low cost, diversification, transparency, modularity, and liquidity benefits of ETFs and how to incorporate them into your investment portfolio.
Reviews the first six months of the year from a global economic standpoint. Includes a discussion on whether traditional asset allocation still works along with providing some information on long term trends in the markets and practical next steps you can take with your portfolio to prepare for the future.
June 23rd, 2009 (Length: 46 minutes)
Learn the basics of how to develop and maintain your own personal spending plan. This also includes an overview of the popular web-based cash flow tracking system Mvelopes.com and some other helpful resources and tips.
May 19th, 2009 (Length: 61 minutes)
Covers important things to consider both before and after a job loss occurs. Provides helpful next steps to avoid financial pitfalls during this difficult life changing event.
April 22nd, 2009 (Length: 41 minutes)
Provides education on how to optimize your charitable giving. Describes tools and techniques for giving beyond the traditional "checkbook style" of supporting charitable organizations.
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