Webinar Recordings

Latest Webinar

The AI Trade: Is It Over… or Just Getting Started?

About This Webinar

Join CPA Karin Christ for an educational breakdown of how current Medicare rules, tax brackets, and rising healthcare costs interact, and the key strategies to consider for your retirement plan.

Past Webinar Recordings

Understanding IRMAA Surcharges, Healthcare Costs, and Your 2026 Strategy

August 12, 2023
Jay Angotti, CFP

Tax-Advantaged Charitable Giving Strategies for 2026

July 23, 2023

Jay Angotti, CFP

SpaceX & Your Wealth: Our Approach to Big Tech Investing

July 7, 2023

Karin Christ, CPA