2024 Summer Economic Update (Webinar)

Summer Economic Update Webinar

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® and Founder of Pearl Planning will be tackling some burning questions: 🔥 Inflation: Why do costs still feel high even though inflation rates are dropping?…

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How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? Watch this webinar to learn about ways to transition into an early and comfortable retirement, no matter what inspires the lifestyle change. This webinar is…

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2024 Spring Economic Update (Webinar)

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening in the market this year, and how upcoming elections may impact investors. Watch and learn: The current inflation drivers and their potential impact The impact of an election year on the stock market How to…

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Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)

Overlooked Tips & Tricks For Your Investment Portfolio

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment strategy in 2024. For those who want to make sure they aren’t overlooking opportunities with their investments and want to be proactive in lowering their taxes, this is the webinar for you! Watch and learn:…

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2024 Winter Economic Update and Investment Outlook Webinar

Watch our Winter 2024 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP® and Melissa Fradenburg, AIF®, Pearl Planning financial advisors, update you on the economy and how to invest in 2024. This Investment Outlook Webinar Features: A look at the US Economy Stock Market Inflation Fixed Income Geopolitical Risks Need to chat now…

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2023 Year-End Planning Webinar

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important tax and financial updates in this informative virtual event. The presentation topics include: · Investment & Market Review · Retirement Savings & Roth Conversions ·…

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