Webinars/Videos
Play Video Click here for our 2025 Year End Tax Planning Checklist As we approach the end of 2025, our team will be discussing year-end tax planning to help you identify opportunities to optimize your tax strategy. Our webinar will be led by Scott Strohecker, CFP®, EA, and Vincenzo Testa, CPA, CFP®. Topics include:…
In today’s digital world, protecting your financial and personal information is more important than ever. Join Bouchey Financial Group for an informative Cybersecurity & Fraud Prevention Webinar, where our experts share practical strategies to help you stay safe online and guard against evolving threats. Presented by John Millet, CPA, and David Clarke, this session…
Washington has delivered another sweeping piece of legislation packed with major tax changes that could impact nearly every American household. In this timely webinar, we’ll break down the key tax provisions of the recently passed One Big Beautiful Bill Act, from what’s been made permanent to what’s newly introduced, and how these changes could affect…
Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the impact of the Big Beautiful Bill, and provide our market outlook. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Market Update Economic Resilience Big Beautiful Bill…
Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony Wagner break down what’s new-including updated start ages, inherited IRA changes, and planning strategies to consider. Whether you’re approaching RMD age or managing distributions for a loved one, this webinar will help you navigate the…
Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and current economic data. The discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Market Update Soft Data vs. Hard Data – What to focus on Tariff…
Q3 2025 Market Update: Government Shutdowns & All-time Highs
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major factors influencing performance year-to-date, and share our outlook as we move into the final quarter of 2025. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Q3…