Videos and Webinars

Derieck Hodges and Sam Schwartz answer a wide-array of questions about their background, draw to financial planning, and much more.

Most people would agree that elder caregiving is challenging, stress-inducing, and complex. This webinar will address the personal, medical, legal and financial matters, that are all wrapped up in the lives of our elderly loved ones.

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?”

Learn about the tools available to keep your business and family safe from identity theft, and ransomware threats.

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way!

Medicare is more complicated than most people think. Learn more about ten of the most common questions that come up on Medicare and how to get some answers moving forward!

Parents may assume they earn too much to qualify for financial aid. However, there are several strategies that even wealthy families can employ to cut expenses. Here are seven steps for estimating costs and maximizing financial aid.

WHAT BABY BOOMERS NEED TO KNOW ABOUT THEIR RETIREMENT INCOME

Our cell phones have gone from devices that could only make calls to essentially mini-computers that we can fit in our pockets. They hold nearly all of our personal information and often our work data as well. They are a goldmine for hackers, and it's incredibly important that we protect these devices correctly.

People often pay more in taxes than expected because a confusing system treats various income types differently and contains hidden taxes and penalties.