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Online Events


Q&A with JP Morgan's Chief Retirement Strategist, Katherine Roy, CFP

Tuesday, September 15th 12pm Webinar

Katherine's team conducts critical research and prepares the J.P. Morgan Guide to Retirement which resides on the corner of my desk and is referenced frequently. Her work is clearly reflected in the strategic recommendations I provide clients. Katherine as quoted on CNBC

Come listen in as Tron discusses current trends with a leader in the industry.  Specifically, which strategies to stick with during Covid and which to reevaluate.  RSVP: brittany@welchfp.com

Those who register will receive JP Morgan's most recent Guide to Retirement to keep for their reference.



Cash Confidence in Retirement

Creating efficient streams of retirement income requires an understanding of tax rules, investment strategies and withdrawal requirements.  

We are sorry if you missed this class.  We are happy to send a link to the recording:

CASH CONFIDENCE IN RETIREMENT


Financial Education Webinars and Events

Taught by a seasoned instructor, our classes offer the opportunity to build your financial understanding regardless of your education level or financial situation. 

Check back periodically for updates on webinars.  Topics range from tax strategy to retirement.  

TuitionWISE

TuitionWISE helps parents and teens develop the structure to work together on their first large purchase, college.  Help your teen understand the economics of student loans, the importance of return on investment and the reasons to be strategic in choosing a college that works well with your family budget.  

Your Instructor

Tron D. Welch, MBA, CFP, AIF has taught courses on the college level, through BVSD Lifelong Learning and within the industry.  His teaching style is relaxed, informative and approachable.  If you would like to learn more about Tron, please visit our Team Page.


 

Recorded webinars:

Economic Recovery in Unprecedented Times May 21, 2020Q2 2020 INVESTMENT UPDATE April 9, 2020

Q2 2020 ECONOMIC UPDATE April 7, 2020

Special: ECONOMIC UPDATE March 24, 2020

SECURE ACT January 2020

Q4 ECONOMIC UPDATE October 2019

Q4 INVESTMENT UPDATE October 2019

Q3 ECONOMIC UPDATE July 2019

Q3 INVESTMENT UPDATE July 2019

 

TRANSCRIPTS