Events & Webinars

We host a variety of seminars and webinars throughout the year for both clients and prospective clients. In the past, events have centered around Financial Planning, Company Benefit Optimization, Retirement Planning, Investments, Estate and Income Tax Planning, and Considerations for Setting Up a Consulting Business Post-Retirement.


Webinar: Maximize Executive Benefits to Minimize Your Tax Burden

June 19, 2019 @ 12:00 pm

When you’re saving for retirement, it’s important to think about how your savings will be impacted by taxes and how you choose to disburse the funds. From 401(k) plans to non-qualified pension plans, the retirement savings options for corporate executives and energy professionals are numerous. There are many tactics you can use to adjust your income and positively impact the tax implications that may surround your retirement funds. Options to consider include wisely timed charitable contributions, smart reviews of retirement timelines, and good decision-making on cash flow and financial disbursements.

Register Here


June 19, 2019 @ 12:00 pm
June 19, 2019 @ 12:30 pm
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