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Webinars to Help You Own Your Wealth

Get financial tips to help you make better decisions.

Plan. Save. Succeed.

Financial and Tax Planning Made Simple.

Whether you’re planning for early retirement, making the most of a recent inheritance, or exploring ways to optimize your investments while enjoying your new beach house, we’re here to help.

With expert insights tailored to your needs, you’ll gain strategies to protect and grow your wealth, ensuring you have more time for what matters most—family, volunteering, and pursuing your interests. Join us to take control of your financial future with confidence and ease.

On-Demand Webinars

Smart Strategies for Managing an Inheritance

Hosted by Dave McDougall

About this webinar Join me in this brief webinar to talk about managing an inheritance. How much should you expect? What should you do with it? Are you going to be able to buy that Porsche? Navigating inheritance can feel overwhelming, but it doesn’t have to be. This webinar will walk you through key steps—before, during, and after an inheritance—covering tax implications, estate planning, and aligning new assets with your goals. Whether you’re a beneficiary or an executor, gain the clarity and confidence to make informed financial decisions. Join us and take control of your financial future! What you’ll learn Three big takeaways:

What to do before, during, and after receiving an inheritance Should you make an inheritance part of your wealth plan? How can an advisor help you make the most of your inheritance?