Webinars
In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts […]
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Speakers Melissa Joy and Joanne Giardini-Russell While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. In this informative […]
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Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial results after an […]
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Our October webinar focused on Year-End Financial Planning. The presentation covered topics including investment review, retirement savings & Roth conversions, tax review, and charitable gift decisions. Melissa Joy CFP® founder […]
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Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: […]
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Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of […]
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