#financialliteracy

Summer Webinar Series Replays Available

Our BFSG Summer Webinar Series is now available to watch on our YouTube channel “BFSG University”.

This Summer Webinar Series focused on #retirementplanning around the following topics:

  • Retirement Q&A: Ask the Experts – Hear the Certified Financial Planner™ professionals at BFSG answer #retirement related questions.
  • Retirement Accounts: Traditional vs. Roth – Learn the typical ways to save in retirement accounts and why #taxdiversification matters in retirement.
  • Healthcare in Retirement – BFSG and our special guest speaker, Brian McArthur, the founder of The Medicare Execution Process™, discuss navigating the #healthcare landscape once you reach retirement.
  • The Future of Retirement in America – BFSG was joined by Ted McCann, Vice President of the American Ideal Foundation and a former Senior Advisor to former House Speaker Paul Ryan, to discuss the retirement landscape and how it could change in the future.

Have a friend, family member or colleague who might be interested in watching our webinars? Feel free to forward them the link: https://www.youtube.com/playlist?list=PLTcnlJ5qj_fcLxv5BK_IGry_RiI-ywSep

Disclosure: BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please see important disclosure information here.

BFSG’s Retirement Planning Summer Webinar Series

Back by popular demand….BFSG’s Summer Webinar Series! BFSG is bringing together our CERTIFIED FINANCIAL PLANNERS™ and other subject matter experts in a series of thought-provoking retirement webinars to give you the tools to help you boost your financial literacy and help you make smarter financial decisions. Register today and feel free to share this unique opportunity with friends and family.

July 8, 2021: Retirement Q&A – Ask the Experts

July 15, 2021: Retirement Accounts – Traditional vs. Roth

July 22, 2021: Healthcare in Retirement

July 29, 2021: The Future of Retirement in America

“It’s Your Money” Workshop Series

BFSG’s Senior Portfolio Manager, Michael Allbee, CFP® and Senior Financial Planner, Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series put on by Peter Kote for his not-for-profit Financial & Estate Literacy. These workshops educate seniors to take control of their financial, estate, and charitable giving decisions. You can check out the entire series HERE.

Disclosure: BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please see important disclosure information here.

April is Financial Literacy Month

It is never too late and never too early…take charge of your financial situation!

In recognition of April as financial literacy month, we would like to share our webinar series, “Money Mastery” which can be found at https://www.bfsg.com/bfsg-university/

The webinars provide tips on how to build and maintain good credit, understanding your credit score, strategies to pay down debt and overall insights into creating healthy financial habits. 

George Clason provided us with a key lesson in “The Richest Man in Babylon” which is to “pay yourself first” and, Warren Buffett’s famous quote “Do not save what is left after spending, but spend what is left after saving”, remind us that our expenses should be planned after we have properly saved. 

Watch our financial literacy series to learn other key lessons to build your financial future.

Disclosure: BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please see important disclosure information here.

Money Mastery Webinar Series OnDemand

If you missed our Money Mastery webinar series or just want to revisit any portion of the series given by our CERTIFIED FINANCIAL PLANNER(CFP®) professionals, the replays are now available OnDemand by clicking the links below.

Connecting the Dots to Your Financial Future (Part 1) – Learn the importance of creating a budget, strategies to pay down debt, and tips to build and maintain good credit.

Connecting the Dots to Your Financial Future (Part 2) – Create healthy financial habits and learn about the keys to investment success.

A Definitive Guide for Education Planning – Understand your options with student loans and learn about the best ways to save for college and maximize student aid.