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Past Seminars

Tax Optimization During Retirement

39 minutes
Tax Optimization During Retirement
with Jacob Jaegle, CFP®, Drew Barnes, CFP®, and Mark Smith, CFP®, CPA/PFS, CIMA®

Understanding Market Volatility Webinar

40 minutes
Understanding Market Volatility Webinar
Speaker Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Barnes, CFP®, explain what's normal and abnormal about the recent market volatility given all the media hype. With supporting data, they'll show the information to really focus on as you navigate the financial news.

Understanding the Tax Cuts and Jobs Act

2 hours, 2 minutes
Understanding the Tax Cuts and Jobs Act
Listen to Mark Smith, CFP®, CPA/PFS, CIMA® discuss how these sweeping tax changes will affect individuals, estates, trusts, corporations and small businesses.

Cyber Security 2-Part Seminar

Part 1: 49 minutes
Protection Against Identity Theft
with Cary Steven Johnsen, Director: Crime Prevention, 1st Judicial District Attorney's Office, Denver
Part 2: 55 minutes
Cyber Crime Against the Securities Industry
with Andy Zolper, Raymond James Chief Information Security Officer

Wealth Management 2-Part Seminar

Part 1: 1 hour, 25 minutes
Wealth Management Essentials Session 1
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®
Part 2: 1 hour, 23 minutes
Wealth Management Essentials Session 2
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®

Navigating Longevity: 5-Part Seminar

Part 1: 1 hour, 16 minutes
The Quality of Life: The Impact of Demographics, Technology and Culture
with John Diehl, SVP, Strategic Markets, Hartford Funds
Part 2: 1 hour, 21 minutes
Aging in Place: Housing, Technology and Care Management
with Kenna L. Quiller, Hudson Integrative
Part 3: 1 hour, 19 minutes
Social Security: Maximizing Your Benefits
with Kurt Czarnowski, Czarnowski Consulting
Part 4: 1 hour, 51 minutes
Estate Planning and Elder Law Issues
with Bruce Fowler, Attorney, and Martha Ridgway, Attorney
Part 5: 1 hour, 56 minutes
Long-Term Care: The Gift of Planning
with Carolyn Saunders, CLTC, Lincoln Financial Group

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