Webinars
Online events focused on your finances
Latest webinars
Past webinars
Events and Webinars
Tax legislation has changed a lot over the last handful of years. First, there was the Tax Cuts & Jobs Act of 2017. Then, states modified their own tax laws in 2018 to more closely align with Federal regulations. In 2019, there was the first SECURE Act, then COVID stimulus in 2020 and 2021, and now we have the SECURE Act 2.0.
Events and Webinars
To learn how you can boost your college savings plan, watch our exclusive webinar.Hosted by Roundtable™ specialist Philip Gibson, this webinar covers several topics, including potential challenges, the steps needed for a successful savings plan, and available resources that can help you manage costs.
Events and Webinars
Equity markets had a strong close to the second quarter, fueled by the resurgence of Mega Cap Growth stocks. While the Fed may have pushed pause on further rate hikes for now, tighter financial conditions may still be in store for the second half of the year. A mild recession might still be possible, but certain economic indicators are showing positive signs that a “soft landing” may yet be possible.
Events and Webinars
Divorce is hard, and, unfortunately, it’s more common than we'd like to believe. What’s more, it can have far-reaching financial ripple effects, but it is possible to course-correct with careful planning.
Events and Webinars
With the third quarter behind us, global equities ended on a sour note, but thanks to a strong first half, most indices are still positive year-to-date. Recession fears are back in the fold, but short-term volatility—like what we’re seeing currently—is common at this late stage of the market cycle.