Events & Webinars
Willis Johnson & Associates offers seminars, webinars and events specifically tailored to the complex financial needs of the corporate professionals we serve, many of whom are executives at Houston’s leading energy companies. If you have interest in a specific area of financial planning or investing, but don’t see it covered on the calendar, please contact us directly; our advisors may be able to help with a one-on-one discussion.
Understanding where the market is headed, why certain asset classes are outperforming others, and which policy changes will impact you is fundamental for today's investors. Join Nick Johnson, CFA®, CFP®, President of Willis Johnson & Associates, as he presents an in-depth analysis of our current economy and offers actionable tactics to consider for your investment strategy.
For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be hundreds of thousands of dollars in missed savings. Let's face it: if you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table. In this webinar, WJA's Managing Director, Wealth Management, and Shell benefits expert, Alexis Long, MBA, CFP®, dives into the misconceptions surrounding Shell executive's benefits.
Between recently passed legislation and what’s currently pending in Congress, there's no shortage of topics to discuss regarding the upcoming election mid-terms. With so many potential policy changes in a close race for control of the Senate and the House, it's important to think about how you should save, invest, and plan for your best long-term outcome regardless of the election results. Register for our upcoming webinar where WJA President and Wealth Manager Nick Johnson, CFA®, CFP®, dives into the potential financial implications of each party's proposed policies and how your financial planning should pivot to make the most of it.
Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. As a corporate executive, you have unique factors to consider before submitting your taxes — Do you have company stock? Do you have foreign financial assets? Have you submitted all the forms you need and done so correctly? In this webinar, we'll discuss the frequent errors we encounter within tax returns from high-income earners, and how to prevent or correct these costly mistakes.
Whether you're juggling tax forms and credits, purchasing real estate, or managing various financial accounts, living in a different country as a U.S. resident can be a lot to manage. Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. In this webinar, we discuss the frequent errors we encounter within tax returns from high-income earning expatriates or those who've immigrated to the U.S., and how to prevent or correct these costly mistakes.