Webinars/Videos
You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…
With inflation at 40-year highs, American households are feeling the pinch. Watch our latest webinar for some helpful personal finance strategies during times of high inflation. Presented by Steven Bouchey, Ryan Bouchey, and Harmony Wagner.
With the continuation of market volatility in the second quarter, the BFG team provides guidance on what to expect with the markets and the economy with the higher-than-expected inflation reading, the Federal Reserve raising interest rates, and the continued impacts from COVID-19 and the war in Ukraine. Listen to Steve, Marty, John, and Harmony as…
Watch our latest webinar to learn about the basics of financial aid, the current climate and student loan forgiveness. Presenters include: John Millet, CPA – CFO & COO Paolo LaPietra, CFP®– Wealth Advisor and Portfolio Strategist Clem LaPietra – Guest Speaker – Executive Director of Student Loan Management at Monroe College
The average American changes jobs 12 times in their lifetime. With each of these job changes, many people leave behind an old 401(k) because they aren’t sure what to do with those assets. In this 30-minute webinar, we will explain your options when it comes to handling an old 401(k), the benefits of a direct…
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management
Webinar Recording: Q1 2022 Market and Economic Update
After strong market volatility in the first quarter, the BFG investment team will provide guidance on what to expect with the markets and the economy with the Federal Reserve raising interest rates, higher inflation readings and the war in Ukraine. Listen to Steve, Marty and Paolo discuss these important topics.