The cyber world has brought an abundance of benefits and conveniences to our lives, but also tremendous opportunity for criminals and fraudsters to commit crimes, including identity theft. In this session we’ll teach you how you can learn to be your own best defense and with no technical knowledge needed.

In this Webinar, our Director of Investment Policy Rob Fezekas will explore what matters most when making investment decisions.

In this webinar, Ben Hall, Elevate Wealth Advisory’s Director of Tax Services, explains why tax planning in retirement isn’t one-size-fits-all—and how your tax exposure can shift dramatically as you move through four stages: pre-retirement, early retirement, mid-retirement, and later retirement.

Our President & CEO, Deanne Rosso, walks through the latest updates to the numbers on Elevate Wealth Advisory’s Key Financial Data card—covering changes to tax brackets, deductions and credits, retirement plan contribution limits, Social Security thresholds, Medicare premiums, and other key planning figures.

Join the Elevate Wealth Advisory team for a review of 2025, the markets, and their impact on your portfolio.

In this webinar, our wealth adviser Rob Fezekas will cover tax-efficient gifting strategies and how they can fit in with your overall financial plan.

Curious how the One Big Beautiful Bill Act affects your year-end planning in 2025? There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Join our adviser Brian Rosso as he reviews this list to ensure that you are prepared for the upcoming year.

Our wealth adviser Gary Stoller reviews how to manage your healthcare in retirement, including medicare plans and ways to determine which plan is best for you.