Webinars on Demand
Unemployment and Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
Speakers: John Stokes, CEO of John Stokes Financial & Brandon Morenz, Financial Advisor & Director of Financial Strategies
Social Security
Join John Stokes, CEO and Rick Friend, CFP®, ChFC®, Executive Director of Financial Planning as they share their knowledge and expertise on Social Security. Learn how your benefit is determined, the strategies to maximize household Social Security benefits, and the impact of working and collecting Social Security benefits. This would be an ideal webinar for anyone nearing the age of 62.
Estate Planning
Join John Stokes, President and CEO of John Stokes Financial and guest speaker, Diane Parriott, Attorney at Law, as they share their knowledge of estate planning, recent law changes due to the Secure Act, and updates on state property tax laws.
Speakers: John Stokes, CEO of John Stokes Financial, Brandon Morenz, Financial Advisor & Director of Financial Strategies & guest speaker, Diane Parriott, Attorney at Law.
College Savings
Learn how to financially prepare to send a loved one to college. 529 college savings plans are designed to help make investing for higher education more accessible to everyone and withdrawals for qualified higher education expenses are federal tax-free. Consult your tax advisor.
Speakers: John Stokes, CEO of John Stokes Financial & Damian Eckstein, VP-Wholesaler of Capital Group/American Funds
Economic Update: February 2021
Join us for an economic update with Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, as he shares his thoughts on the market as we near the 2020 presidential election.
Speakers: John Stokes, CEO of John Stokes Financial, Brandon Morenz, Financial Advisor & Director of Financial Strategies & Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management
Economic Update: December 2020
Join us for an economic update with Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, as he shares his thoughts on the market as we near the 2020 presidential election.
Speakers: John Stokes, CEO of John Stokes Financial, Brandon Morenz, Financial Advisor & Director of Financial Strategies & Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management