Erin Kathleen Jones, Director of Gift Planning for the Salvation Army and Alan Clopine, CPA explain bequests, charitable gift annuities, and charitable remainder trusts.
Newly updated for 2019: College costs are a challenge for parents and students alike. In this video, Senior Financial Planner Brian Sauter, CFP® walks through education savings plans that offer tax incentives and those that don’t, along with the rules, pros, and cons of each...
13
NOV
2019
2019
In this 2019 Q3 market update, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of the market activity in the third quarter of 2019 and our current potential for a recession. – Quarterly Market Summary – Long-Term Market Summary –...
15
OCT
2019
2019
In this 2019 Q2 market update, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of the market activity in the second quarter of 2019. – Quarterly Market Summary – S & P 500 Index Year-to-Date Performance – World Asset Classes...
18
JUL
2019
2019
Newly updated for 2019: In this webinar, Peter Keller, CFP® walks through accessing and using the Financial Plan and Vault and Investment Performance features available to Pure Financial clients through PureFinancial.com.
13
MAR
2019
2019
