Do you have questions about family wealth management? Interested in stories and strategies for families who want to transfer wealth successfully? Join us for an engaging and informative webinar, featuring guest speaker Doug Orton, Vice President, Business Development Consultant, at MFS®. Doug will discuss common reasons why wealth sometimes fails to transfer between generations. He'll [...]

This webinar was held on Thursday, Apr. 1st. U.S. fiscal policy response to the pandemic has been enormous, and likely necessary, but it also has accelerated the build-up of Federal government debt. According to the CBO, federal debt, which reached 100% of GDP in the last fiscal year, is expected to rise to a record [...]

This webinar was held on Thursday, Apr. 15th. Are you eligible to have your federal student loans forgiven or reduce your monthly student debt bill? What potential programs may be on the horizon for federal student loan forgiveness? Join this webinar to find out. Featuring guest speaker Leslie Gaddis, who’s both a CERTIFIED FINANCIAL PLANNER™ [...]

This webinar was held on Thursday, Mar. 18. Did you know that your credit score can have a huge impact on determining your future loan interest rate? By developing a good credit score, you could save hundreds to thousands of dollars on loan payments. Join Chris Holt, Senior Mortgage Consultant with CIMG Residential Mortgage, to learn how [...]

This webinar was held on Thursday, Mar. 4th. Do you know someone who is thinking about buying their first home? Are you looking into the possibility of first-time home ownership? Join us for a webinar featuring Daniel Flynn, an experienced mortgage consultant who’s been working with first-time homebuyers for over 12 years. We’ll talk about [...]

This webinar was held on Thursday, Feb. 18th. Join us for a timely discussion about resources you may want to consider if you currently support, or if you may soon support, aging relatives. Caregiving responsibilities are expanding to millions of people in the US, with everyone from Millennials to Boomers becoming responsible for the care [...]

This webinar was held on Thursday, Feb. 4th. Investor360° is a digital tool that displays your investment account information and monthly statements in one secure location. You can also use Investor360° to send secure messages to your financial advisor and get real-time price quotes and charts for traded securities. Sharefile is another digital tool that [...]

This webinar was held on Thursday, Jan. 21st. How has the pandemic changed our economy, and what can we expect next? Join us for The Economy During and After the Pandemic with guest speaker Dr. Mike Walden, a William Neal Reynolds Distinguished Professor and Extension Economist in the Department of Agricultural and Resource Economics at [...]

This webinar was held on Jan. 7th, 2021. Featuring Leslie Gaddis, CFP®, CSLP®, MBA, Wealth Consultant and Director of Financial Planning Services at LifeTime Asset Management. Hosted by Matt Glova, CFP®, Wealth Consultant, LifeTime Asset Management. Click here to download the Slides for the Budgeting Tools and Tips Webinar.   New year, new look at [...]

This webinar was held Dec. 3rd, 2020. Featuring two speakers from LifeTime Tax Management: Courtney C. Campbell, CPA,  and Mark Girimonte, CPA | Hosted by Jonathan Shepard. Join us for an overview of year-end tax planning strategies. This webinar discusses the latest tax and investment issues that impact individuals, families, and businesses and identify year-end [...]