As an extension of our partnership with Schwab, we offer in-house event planning expertise for seminars, webinars or appreciation and educational events for your clients. Our high-impact events leverage our Roundtable™ Specialists to provide engaging perspectives on important financial planning topics.

This presentation menu lists topics we can present at a client event.
Here are unique event ideas if you want to consider something other than a meal and presentation for your clients.

Presentations for Financial Consultants

Estate Planning Webinar
This webinar, “Leaving a Legacy: The Fundamentals of Estate Planning”, was for Schwab financial consultants: View the webinar recording here.

Here are some related estate planning resources:

•       A two-page summary of the presentation
•       Powerpoint presentation: view the slides from the webinar
•       Estate Tax Navigator: handy guide showing federal and state estate and inheritance tax rates
•       Estate Plan Summary: sample estate plan offering key planning considerations
•       Sample Estate Flow Chart: illustration of how revocable trusts can be put into use
•       Case study showing how a silent trust fulfilled a client’s wishes for privacy and control
•       Case study about how trusts can be used to minimize estate taxes

SECURE Act 2.0
Chief Advisory Officer, Central Planning Brian Vnak explained key provisions of the SECURE Act 2.0. View the presentation here. In addition, here is a helpful summary of the wide-ranging new law.

Tax Liabilities and Political Risk
Our Roundtable™ Specialists provided valuable insights about the state of the economy and weighed in about the likelihood of a recession. You can view the slideshow from the presentation here.

Opportunities in a Bear Market
In response to 2022’s turbulent markets, this webinar helped advisors offer actionable suggestions to their clients. Click here to view the presentation from the webinar or view a series of helpful talking points here.