Our Webinars

Webinar from 8.23.2021: August Check In Call

Webinar from 7.19.2021: Check in with special guest, Chris Ballisteri; EA, DAK-Tax Manager

Webinar from 6.19.2021: Review of Website

Webinar from 5.22.2021: Assessing the Value in Your Home, Market Update & What We Are Watching

Webinar from 3.20.2021: Update on the American Rescue Plan and How to Read Your Statements

Webinar from 2.20.2021: Asset Allocation and the Commercial Real Estate Bubble

Webinar from 1.23.2021: Market Outlook and Tax Tips with Chris Balisteri

Webinar from 12.19.2020: Market Outlook in Light of Current Events and Welcome Christopher Balisteri, EA

Webinar from 11.21.2020: Q&A on November Election

Webinar from 11.07.2020: Support the K

Webinar from 10.24.2020: Review of Beneficiary Designation

Webinar from 10.10.2020: Market Update; Qualify/Non-Qualify, Do You Have a Boy or Girl?

Webinar from 09.19.2020: Financial Markets Update