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Our webinars 



Why is financial education important for everyone?

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

Check back periodically as topics range from tax strategy to retirement.  

TuitionWISE

This summer, our featured webinar, 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.  See below to register.

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.


 

Register for TuitionWISE

 

We also have resources to help make college decisions during the pandemic on our College and COVID page.



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, please just let us know:

Cash Confidence in Retirement









Wealth Creation Today®

Virtual seminar, presented online.

Section One:  Tuesdays June 18th and 25th 6pm to 8pm

or

Section Two: Thursdays June 23rd and 30th 6pm to 8pm


The classroom prepared you for your career. Now it's time to take a deep dive into your financial future. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of informed decisions. The instructor-led classroom format matters. You need a space to ask questions and get them answered. Soak in the knowledge and leave with confidence and a lasting connection.

Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today® uses a comprehensive "big picture" approach to an integrated financial plan.

PLEASE REGISTER


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