Mom and Dad, We Need to Talk
Those words can strike fright, or at least trepidation, in many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on...
Quarterly Coordinates: Moving to the Next Stage
Staying informed about current economic and financial market developments is key to successful financial planning. That’s why I’m sharing with you this webinar featuring Raymond James Chief Investment...
FAFSA®
With National 529 Day coming up on May 29th, this month is a great time to start thinking about FAFSA® – savings options for higher education. Many of you are actively saving for your children...
Secure Act 2.0 (Webinar)
The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on...
Taxes, Tactics and Attacks
Taxes, Tactics and Attacks Join President, CEO and Lead Wealth Advisor Sherri Stephens, and Jill Carr CPA, CFP® Wealth Advisor of Stephens Wealth Management Group. We will discuss our concerns...
Inflation Nation
Join Chief Investment Office Larry Adam and other Raymond James investment thought leaders for an update on the impact of the coronavirus on the markets. Lawrence V. Adam III, CFA, CIMA®, CFP® Chief...
Time to Travel
In honor of International Women’s Day, we recently hosted a thirty-minute webinar – Time to Travel and what you can expect as a traveler. Mary Miller, President of Middleton Travel, provides...
Tax and Financial Planning
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. Go to our YouTube channel to view this and other interesting topics. ...