FREE ONLINE FINANCIAL BOOT CAMPS
Register for our 2024 Tax Season Webinars below.
- Reviewing "Die With Zero" and "I Will Teach You to Be Rich" - Thursday, March 28 at Noon.
Personal finance self-help books have always been around, but these two have captured the attention of many Americans these past two years. The “I Will Teach You to Be Rich” book was even turned into an eight-episode Netflix series. Both do a fantastic job of discussing behavioral finance topics, initiating high-level conversations around how to “think” about money before actually diving into the specific strategies and tactics to employ. As a CERTIFIED FINANCIAL PLANNER™, Alex Oliver would like to highlight some of the strongest takeaways from these two books that he discusses regularly with his clients.
Check out some of our previous webinars below.
First National Webinars
Webinars we offer:
- Roth Conversions to Lower Income Tax Liability - March 14, 2024
- The Quick and Dirty Personal Finance Checkup- February 29, 2024
- Investment Vision for 2024- February 15, 2024
- Building Generational Wealth and Leaving A Legacy - April 6, 2023
- Strategies for SECURE 2.0, MA's Millionaire Tax, and the Expiring Tax Cuts and Jobs Act - March 16, 2023
- Cash Balance Plans for Small Businesses - February 23, 2023
- Investment Vision for 2023 - February 2, 2023
- The Great Resignation: Planning for Your Early Retirement or Sabbatical
- How COVID-Era Tax Legislation Has Changed the Game
- Traditional vs. Roth 401(k): Which Is Right For Me?
- Cryptocurrency: The New Asset Class?
- Investment Vision for 2022
- The First Million is the Hardest: How Envisioning the Long Term Helps You Today
- Budgeting for Primary and Vacation Homes in a Balanced Financial Plan
- The State of Socially Responsible Investments
- Investment Vision for 2021
- How to FIRE Part 2: Distribution Strategies for Early Retirees
- SIMPLE IRA's, 401(k), Profit Sharing Plans and Cash Balance Plans: How Do I Choose?
- Navigating the Economics & Market Impact of Covid 19
- Health Savings Accounts: The New and Improved 401k Plan
- Stock Markets in 2020: What to Expect
- How to FIRE: Strategies for Becoming Financially Independent and Retiring Early
- Game of Loans: Income Based Repayment Options vs. Refinancing
- How Does your 401(k) Stack Up
- Generational Wealth Transfer: 10 Best Practices
- Why do Stocks Go Up & Down: A Stock Market Introduction
- Economic and Investment Overview for 2019
- Get What's Yours: Maximizing Social Security
- 2018 Year End Planning: Tax Law Changes and Financial Planning Steps You Can Take
- The Home Stretch: Steps to Consider When Planning for Retirement
- The Game of Loans: The Stark Truth About Student Loan Refinancing
- Estate Planning: Intro to the Essentials
- Preparing for the Rising Cost of College
- The Quick & Dirty Personal Financial Checkup
The First Million is the Hardest: How Envisioning the Long Term Helps You Today
Budgeting for Primary and Vacation Homes in a Balanced Financial Plan
The State of Socially Responsible Investment
How to FIRE Part 2: Distribution Strategies for Early Retirees
SIMPLE IRA's, 401(k), Profit Sharing Plans, Cash Balance Plans: How Do I Choose?
Navigating the Economics & Market Impact of Covid 19
Health Savings Accounts: The New and Improved 401k Plan
Stock Markets in 2020:What to Expect
How to FIRE: Strategies for Becoming Financially Independent and Retiring Early
Game of Loans: Income Based Repayment Options vs Refinancing
Generational Wealth Transfer: 10 Best Practices
Why Do Stocks Go Up & Down: A Stock Market Introduction
Economic and Investment Overview for 2019
Get What's Yours: Maximizing Social Security
2018 Year End Planning; Tax Law Changes and Financial Planning Steps You Can Take
The Home Stretch: Steps to Consider When Planning for Retirement
The Game of Loans: The Stark Truth About Student Loan Refinancing
Estate Planning: Intro to the Essentials
Preparing for the Rising Cost of College
The Quick & Dirty Personal Financial Checkup