Guest Speaker Presentations
Below are links to files used by our guest presenters. Feel free to save/download.
- April 2026 — Buying a Car: Insights From a Retired Dealership Owner — Rosso Nasir
- March 2026 — Protect Your Beneficiaries — Bauman Wealth Advisors
- February 2026 — Digital Currencies — Jean-Pierre Sfeir, Founder and CEO, Fact Advisors
- January 2026 — Free Financial Planning Resources — Ray Czajka, President, SCS Investment Club
- June 2025 — Investing in Hard Money Loans Using Real Estate Secured Trust Deeds — Blake Guinn, Assistant Vice President, Battle Born Capital
- May 2025 — First Half Market Recap & Second Half Outlook — Andrew Graham, CFA, Managing Partner, Jackson Square Capital
- April 2025 — Family Tree Financial Planning — Ray Czajka, Vice President, SCS Investment Club
- March 2025 — Real Estate Market Update, Outlook, and Investing Climate — Chris Piper, Agent, Elite Realty
Articles
- 2026 Important Financial Planning Numbers — From The American College of Financial Services
- 4 Considerations When Titling Assets — Proper asset titling is critical to any good estate plan—but be sure you understand the ramifications before making changes.
- 4 Questions About the Bonus Senior Tax Deduction — How taxpayers ages 65 and older can make the most of the temporary $6,000 senior tax deduction.
- 7 Good Ideas for New Investors — New to investing? In this episode, Mark outlines seven good ideas that cover investing fundamentals designed to hold up across market cycles and changing conditions.
- A Couple’s Guide to Different Retirement Timelines — Couples with an age gap must plan for the financial and emotional implications of a staggered retirement.
- Broker-Dealers vs Investment Advisors — Broker-dealers and investment advisors are obligated to operate in their clients’ best interest, but in different ways. Learn the regulatory differences and several key terms.
- Covered Call Strategy Considerations — Selling covered calls is a strategy that can help traders potentially make money if the underlying stock price holds steady. Here are some considerations and specifics to remember.
- Managing the Cost of Long-Term Care — The cost of long-term care is significant—and something most retirees will face. Here’s what to consider when deciding between self-funding or purchasing long-term care insurance.
- Must-Ask Questions: Roth IRA Withdrawals — Investors tend to focus more on saving for retirement and less on what will happen when they take money out. We answer six common questions on making a Roth IRA withdrawal.
- New Contribution and Gift Tax Limits for 2026 — Contribution limits increased for most savings accounts this year, as did the estate and gift tax limits. Find out what’s new for 2026.
- Portfolio Management Checklist — Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here’s a checklist to see how your portfolio stacks up.
- The Ups and Downs of Stock Market Volatility — Many investors think about getting out of the stock market when it gets bumpy. But history shows that staying invested over the long term has resulted in positive gains.