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April 2025
Behavioral Finance
Our wealth adviser Clarke Holt explores what this means, and how you can avoid being your own worst enemy when it comes to investing!
Find out more »March 2025
Investing
Our wealth adviser Rob Fezekas, Wealth Adviser reviews the basics of investing: Why do we invest? What are the risks of investing vs. not investing? How do most people "invest"? What is an Investment Philosophy? What has academic research uncovered that we can all use to have a better investment experience?
Find out more »February 2025
Tax Planning
Join our President & CEO Deanne Rosso, President & CEO of Elevate Wealth Advisory, for tips and tricks on saving taxes and freeing up more resources for your retirement.
Find out more »January 2025
2025 Key Numbers
Join us online for a short review of what has changed between 2024-2025. Our President & CEO Deanne Rosso will update you on changes to tax brackets, contribution limits, HSA limits, required minimum distributions, and more.
Find out more »December 2024
Financial Year in Review
Join the Elevate Wealth Advisory team for a review of 2024, the markets, and their impact on your portfolio.
Find out more »November 2024
Year-end Giving Strategies
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.
Find out more »October 2024
Year-End Planning
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.
Find out more »September 2024
Managing Healthcare in Retirement
Our wealth adviser Brian Rosso reviews how to manage your healthcare in retirement, including medicare plans and ways to determine which plan is best for you.
Find out more »August 2024
Social Security Planning
Our wealth adviser Clarke Holt offers tips and tricks on how to incorporate social security into your retirement strategy.
Find out more »July 2024
IRA Planning for Boomers
Our founder Chuck Vickery provides strategies to help you save taxes and get more out of your IRA.
Find out more »
