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REGISTER FOR OUR 2022 TAX SEASON WEBINARS

If you are unable to attend the webinar live, a recording will be emailed to you the next day. All times are Eastern Standard Time.

Investment Vision for 2022

Thursday, February 3, 12 NOON - 1 PM

What does the climate look like for investing in 2022? Last year was strong for stock markets once again, despite supply chain backlogs, persistent inflation, and the “Great Resignation” of employees leaving the workforce. Have we hit a peak in the markets, or is there still room for the bull to run? Join wealth advisor Alex Oliver for his annual recap and themes to watch for in the new year.

Cryptocurrency: The New Asset Class?

Thursday, February 24, 12 NOON - 1 PM

A diversified portfolio has long included various types of assets that range from large, mid-sized, and small companies, to value versus growth-oriented businesses, to various sectors within the economy, fixed income, commodities, and much more. With the total market capitalization of cryptocurrencies rising from $1 trillion to $3 trillion in 2021, is it time to add crypto assets to your IRAs, Roth IRAs, and investment accounts? If so, what percentage of your portfolio is appropriate? Which avenues are the best ways to invest? Join Alex Oliver in a quickly evolving discussion around one of the hottest topics in the investing world.

How COVID-Era Tax Legislation Has Changed the Game

Thursday, March 17, 12 NOON - 1 PM

The COVID-19 pandemic led to several forms of legislation that included the CARES Act, SECURE Act, and the Build Back Better Act. Some of the changes have been well documented in traditional financial media. Others were a bit more obscure. With any new legislation, it can take 1-2 years for CPA’s and CFP’s to fully digest what they need to know as it relates to their clients and start implementing those changes once the IRS has ruled on various clarifications and challenges to the tax law. Join Alex Oliver to learn about the tax related changes he has made to his financial plans, along with ideas to keep in mind in the future.

The Great Resignation: Planning for Your Early Retirement or Sabbatical

Thursday, April 7, 12 NOON - 1 PM

The percentage of workers who quit their jobs rose to a record 3% in 2021. A combination of factors likely led to this: frustrated workers in the healthcare and retail spaces, parents who grew frustrated with childcare options, a strong economy that allowed many to become self-employed, or baby boomers who saw their 401(k) accounts rise to record highs and allowed them to afford an early retirement. Whatever the reason, leaving your paycheck behind can be a frightening prospect at any net worth. Join Alex Oliver to walk through how a financial plan can be constructed to allow for financial freedom. Included in this presentation will be strategies for those early retirees to take to stretch their dollars for as long as possible.