Webinars
Watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. […]
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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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