Webinar Archive

Catch up on our past Alexander Financial Planning Webinar Sessions.

October 25, 2024

+ Should You Convert or Not Convert by December 31st?

It's a hot topic this time of year and the deadline is looming. Does converting money from a pre-tax retirement account (IRA, 401-k, 403-b, 457) to a Roth IRA make sense for you? Along with this topic, we provide an update on Beneficiary IRAs inherited after 2019 or who may be inheriting an IRA in the future.

September 27, 2024

+ Understanding Life & Disability Insurance with guest speaker Adam Lemke CFP® of Ward & Connolly

A discussion with guest speaker Adam Lemke CFP® of Ward & Connolly on the ins and outs of Life Insurance and Disability Insurance.

July 26, 2024

+ 2024 Mid-Year Economic & Investment Outlook

This webinar will be a discussion about the 2024 Mid-Year Economic & Investment Outlook.

May 24, 2024

+ Demystifying Trusts with guest speaker Amanda Strausbaugh of Park National Bank

This webinar with guest speaker Amanda Strausbaugh, J.D., Assistant Vice President & Trust Officer at Park National Bank will be a discussion about Trusts, including information on what a trust is, how they work, and whether or not you should consider creating one.

March 22, 2024

+ Understanding & Managing the Stress of Traveling Abroad with guest speaker Nicole Lindberg

Nathan & Nicole discuss travel planning; including tips, tricks, and important information you should have before planning your next trip.

February 23, 2024

+ Discussion on social security with Susan Moussi, CPA

AFP shares a discussion on social security with Susan Moussi, CPA.

January 26, 2024

+ Economic & Investment Outlook 2024

AFP discusses the economic and investment outlook for 2024.

November 26, 2023

+ Charitable Giving with guest speaker Lisa Jolley of The Columbus Foundation

A discussion on the importance of charitable giving and its impact on your taxes with guest speaker, Lisa Jolley, JD, CAP, AEP, Senior Director for Donor Services at The Columbus Foundation.

October 30, 2023

+ Year End Tax Planning for 2023

Teri & Nathan discuss some important tax planning steps to take before the end of the year.

September 30, 2023

+ “The New Retirement” with Virginia Macali, JD, MS, founder of High Point Transitions

A discussion on the non-financial aspects of retirement. Finding greater fulfillment in retirement by uncovering those desires which give you meaning and purpose.

August 31, 2023

+ Financial Planning at Every Life Stage; What it Looks Like & Why it's Important

Financial Planning is a roadmap for your financial future. Teri and Nathan discuss why it’s important to pull it all together, and the differences between Goal Driven vs. Cash Flow financial planning.

July 28, 2023

+ 2023 Midyear Update

AFP discusses what happened in the first half of 2023, where we are now, and how things are shaping up for the second half of the year.

April 28, 2023

+ Cybersecurity & 9 Ways to Protect Yourself with Wendell Tucker of Data Resolutions

In this webinar with Wendell Tucker, the owner of Data Resolutions, an IT Services and IT Consulting firm, Wendell will share his nearly 30 years of experience in this field and will be provide important information on best security practices.

March 31, 2023

+ What You Need to Know About Property & Casualty Insurance with Bart Griffin CFP, CHFC, CLU

Insurance may be boring, but this webinar isn't! We wanted to have a conversation with Bart Griffin CFP, CHFC, CLU, an expert on Property & Casualty Insurance, as we feel it is an oft neglected topic in financial planning. In this webinar, we share important information on both the ins and outs Property & Casualty Insurance, along with why you should have it.

January 27, 2023

+ The Best Tax Webinar Ever with Rob Mackey, CPA

AFP and Rob Mackey, CPA, share insights in "The Best Tax Webinar Ever".

October 28, 2022

+ Long Term Care with insurance specialist Natalie Murch

AFP discusses Long Term Care with insurance specialist Natalie Murch.

August 26, 2022

+ Medicare 101 with Kerry Quick

Benefit Advisor Kerry Quick provides important information on Medicare.

June 24, 2022

+ Retirement Readiness

Alexander Financial Planning discusses the steps involved with preparing for retirement.

May 27, 2022

+ Estate Planning with Jon Murphy

Attorney Jon Murphy provides important information on estate planning in this interview with Alexander Financial Planning.

April 29, 2022

+ Investment Basics with an Eye on Inflation

Alexander Financial Planning covers important information on investing in an inflationary environment in the third episode of our webinar series.

March 25, 2022

+ Financial Planning through the Ages… Literally

Alexander Financial Planning covers key ages that correlate with financial planning decisions in the second episode of our webinar series.

February 25, 2022

+ Required Minimum Distributions

Alexander Financial Planning covers important information you need to know about RMDs in the first episode of our webinar series.

- AFP WEBINAR SERIES -

Educate • Explain • Explore

Interested in learning more about various financial-related topics in a fun and interactive format? Join Alexander Financial Planning as they share insights, information and education on a wide range of focus areas that matter most to you!

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