On Demand Webinar Library
Each session below is available to watch anytime. Our webinars are designed to give you clear, practical guidance on the topics that matter as you plan for retirement and beyond. Thirty minutes of straightforward conversation, no sales pitch.
What to Do With Employer Stock
Managing RSUs, ESPPs, and Concentration Risk
Presenter: David Nash, CFP® · 30 min · Recorded March 2026
Many professionals accumulate a meaningful portion of their wealth in company stock without realizing how much risk that creates. This session walks through a practical framework for managing equity compensation – how to think about concentration, what actually matters for taxes when RSUs vest, and how RSUs and ESPPs can work together to reduce risk while capturing upside.
A Smarter Way to Save More
Cash Balance Plans for Business Owners
Presenter: John Resurreccion, CFP® · 30 min · Recorded January 2026
If you’ve taken care of your business but your personal retirement savings haven’t kept pace, a cash balance plan may be worth understanding. This session explains how these plans allow high-earning business owners to save significantly more than a 401(k) allows, reduce today’s tax burden, and what makes them practical – or not – in a given situation.
Your Guide to Roth Conversions
When Paying Taxes Early Can Pay Off
Presenters: Jay Bumbalough, CPA, PFS & Josh Brumbaugh, CPA · 30 min · Recorded November 2025
A Roth conversion can be a powerful tax-planning move in retirement – or a costly mistake. This session cuts through the jargon and explains what a conversion actually does, how to identify low-tax windows where it makes sense, and what pitfalls to watch for, including IRMAA, the 5-year rule, and bracket creep.
Your Guide to Medicare
What to Know Before Open Enrollment
Presenter: Jeff Campbell, CFP® · 30 min · Recorded September 2025
Medicare is one of the most consequential decisions you’ll make for retirement health coverage, and the options are genuinely confusing. This session strips away the jargon and walks through what Medicare is, how the parts fit together, what choices you’ll face at enrollment, and where people most commonly go wrong.
2025 Tax Planning Changes
From SALT Relief to Senior Bonus
Presenters: Chris Gardner, CFP® and William Braddy III, CFP® · 30 min · Recorded July 2025
The recently passed legislation brought some of the most significant tax changes in years. This session covers the five changes most likely to affect families, retirees, and business owners – including the higher SALT cap, updated estate and gift limits, Social Security provisions, and what to do before key rules sunset.
Have a question about any of these topics? Our advisors are happy to talk through what you heard and what it might mean for your situation.