Roth IRA: Where The Money Grows
Learn about Roth IRAs: tax-free growth and withdrawals, early investment benefits, and contribution limits.
Financial Fitness for Young Adults and Parents
Learn savings vs. investing, budgeting, job earnings, and funding education to build strong financial habits for a secure future.
So... Life Just Got Interesting
The Converse Team discusses the most common life milestones that have a significant financial impact and how to best prepare and plan.
Fiduciary Training & Best Practices Webinar
Fiduciary Training and Best Practices webinar presented by Eric Dyson, Experienced Witness and ERISA Plan Keynote Speaker.
Money Market Accounts
Learn more about Money Market accounts with financial advisor, Adam Eilert.
UTMA vs 529 Plans: Which Is Best for You?
Watch Adam Eilert explain the difference between UTMA and 529 plans and help you decide which one suits you best.
Saving on a Valuable Education (SAVE) Plan
Adam Eilert discusses Income-driven repayment (IDR) plans to student loan borrowers seeking more manageable monthly payments.
Budgeting 101
Essential Budgeting Tips and Tricks with Chris Helmick: A Beginner's Guide to Financial Planning.
Love & Money Webinar
Megan McCoy Ph.D., LMFT, AFC®, CFT-I™ shares insights on the psychology of money and open financial discussions.
Mastering Student Loans: Consolidating vs Refinancing
Gain a deeper understanding of financial strategies and empower yourself for a stronger financial future with Adam Eilert.
Mastering Student Loans: Federal Student Loan Repayment Options
Adam explores loan repayment options for federal student loans, providing valuable insights to help you navigate your financial strategy.
Mastering Student Loans: Paying off your Student Loans Early
Unlock the secrets to early student loan payoff with Adam Eilert and explore effective strategies and practical tips.
Mastering Student Loans: Types of Student Loans
Join financial advisor Adam Eilert in this introductory video, where he breaks down the different types of student loans.
8,000 Days of Retirement Webinar
Explore essential retirement insights with Mike Lynch from Hartford Funds in this informative webinar.
Planning for Medicare
Join Tracy Johnson and Julie Squires for an insightful Medicare webinar on costs, coverage, and more!
SIMPLE IRAs
Brandon Converse, Financial Consultant discusses SIMPLE IRAs.
529s and Student Loan Repayments
Brandon Converse, Financial Consultant discusses how 529 Education Savings Plans can be used to repay a portion of student loans.
529 Education Savings Plans
Financial Consultant, Brandon Converse discusses 529 Education Savings Plans.
Inherited Assets
When inheriting assets such as 401(k)s IRAs, or Trust accounts, it's important to know the tax implications.
Retirement with Multiple Income Streams
Financial Advisor Brandon Converse talks about retiring with multiple income streams.
Social Security Webinar
We explore Social Security topics including claiming strategies, the correlation between taxes and Social Security, and basics of Medicare.
Inflation
Keating & Associates President, Ryan Mann, talks with Wealth Manager, Mike Converse, about inflation's impact on your savings & spending.
Safe Harbor
Brandon Converse explains the essentials of Safe Harbor 401(k) plans, Non-Elective Contribution, Qualified Auto Arrangement, and Basic Match
FSA Dependent Care
Mike Converse explains Dependent Care FSAs, helping employees use pre-tax dollars for childcare, adult care, and other eligible expenses.