Mike Bernier and Jacki Kolkman come together to discuss tax planning strategies and updates for the 2023 tax season! Topics include tax loss harvesting, Deadlines, Deductions, tax smart investments, and much more.
Let’s Get Ready for Tax Season
Check back often to view our full list of webinar videos.
Recent Webinars
- Optimizing Your Estate Plan: Concepts and Advanced Strategies
- Social Security Update
- Phoenix Business Owner Roadshow
- Let’s Talk Medicare!
- Why is Financial Planning so Important?
- The Stock Market & the Economy
- Leveraging Your HSA
- Let’s Get Ready for Tax Season
- Is Your Old 401k Working As Hard As You Are?
- Is Long Term Care for You?