Announcing Our Financial Planning Summer Webinar Series

We are very excited to announce an upcoming webinar series on some of the most common topics about which our clients ask us. This series will cover Social Security, Medicare, Estate Planning, and Financial Planning. Each webinar will be hosted by one of our Financial Planners along with a guest speaker who is an expert in the subject matter. The guest experts will also be available to discuss and answer your questions during the Q&A portion. Below are the dates and times for the webinar and click on the links to register:

July 7th at 10:00 AM PDT – Social Security

July 14th at 10:00 AM PDT – Medicare Planning

July 21st at 10:00 AM PDT – Estate and Legacy Planning

July 28th at 10:00 AM PDT – The 7 Pillars of Financial Planning

These webinars will be very informative and are a great opportunity to have your questions or concerns answered by experts. The webinars are complimentary so please feel free to share the information on them with friends and family.

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Investment Management

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Retirement Planning

Investing and saving wisely is vital to success in retirement.

Financial Planning

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Tax Management

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Estate Planning

Protect your loved ones and make sure your legacy endures.

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*Please Note: Limitations.  The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent.  BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

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