Welcome to Our Free Public Webinars

Educating our community about important financial concepts is part of our mission. Due to the  coronavirus, our events are currently still being held as webinars instead of in person meetings.

We hope you can join us for one or more of these timely events – they are easy to join from your home computer.  The presentations are lively, fact-filled and informal.  Your questions are encouraged!  Information is posted below. 

We plan to be able to go back to our in-person Seminars in November!  We will continue to hold them as webinars at the same time.

Coming Events 2021

Is the Mexico Beach Plan right for You?

Webinar August 18  at 6 pm EDT

What about early retirement to a tropical beach paradise?
It is doable and potentially a great financial move!
Learn how spending the first years of your retirement overseas can help you control your living expenses and smartly manage your taxes.
Register here for August 18, 6 pm 

Given by Marcio Silveira

Schedule of Future WEBINARS:

August 18 – Is the Mexico Beach Plan right for You?

Oct. 13 – Federal Employees – What you need to Know!

Nov. 10, 6 pm – Office Seminar AND webinar – Sustainable Investing – Prison screens, immigration detention and racial justice.

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Our Past Webinars

Here are links to some of our favorite recent Webinars:

June 23 at 6 pm – What are the top THREE things you should plan before retiring? 


April 28: Sustainable Investing Earth Day: Protecting Tropical Forests as an Investor: https://youtu.be/E4D9dTNR5cU 

April 15: Financial Planning for LGBTQ Communities :  https://www.youtube.com/watch?v=aLIGIVEbkgo

March 24: ESG Conference at George Mason University: https://www.youtube.com/watch?v=TsLDgaGel5k

March 3: Proactive Tax Strategies for 2021: https://www.youtube.com/watch?v=nPlm3SA1V44

Feb. 24: 5 Ways to pay less  for College


Invest Your Values Webinar – Racial and Gender Equity:  https://www.youtube.com/watch?v=Dpxaz6XfFPE

Invest Your Values – Climate Change and Fossil Fuel Free Investing  https://www.youtube.com/watch?v=CP-01jTyk-k

Like what you see? Have questions? Talk to one of our Advisors

Our Past In-Person Events