Financial Planning Webinars

Access our informative financial planning webinar discussions. Our private client services team values client communication, and sharing topical expertise is a priority.

March 2021

Equities and Bonds: Market Conditions and Opportunities

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December 2020

Demystifying Long-Term Care Insurance

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December 2020

Women & Financial Planning: Taking Control of Wealth and Legacy

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September 2020

Financial Consequences of Adulthood

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Private Client Services:
Review and Outlook

Don’t miss the latest edition of our Private Client Services monthly.

April 2021

“Most economists are raising their 2021 GDP forecasts to a range of 6 to 9%. This would represent the strongest growth rate since the early 1980s…”

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March 2021

“Equity investors were clearly rattled by the bond market’s gyrations, although we believe it was the speed of the move rather than absolute yield levels that caused the angst…”

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February 2021

“The Democrats’ sweep of both Georgia Senate seats on January 6th has increased both the likelihood and size of a third COVID-19 stimulus bill. Stimulus negotiations are ongoing, with Biden seeking $1.9 trillion, including aid for state and local governments, continuing unemployment benefits into the Fall, a $15 minimum wage, and additional $1,400 stimulus checks…”

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Financial Planning Briefs

These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.