Webinars & Events

Upcoming Webinars

Feb 26, 2024

2:00 - 2:45 pm MST

ABCs of Social Security


Join us as we discuss the keys to maximize your Social Security benefits. We will highlight practical insights such as: eligibility criteria, claiming strategies, spousal and survivor benefits, and potential pitfalls to avoid.

Mar 25, 2024

2:00 - 2:45 pm MST

Inheritance and Taxes


When someone passes away and leaves you a house, money, life insurance, etc– do you have to pay tax on those? Join us and we dive into the most common scenarios and leave time for Q&A.

Past Webinars

Beneficial Ownership Reporting - New Requirement for all Businesses