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Financials

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Making New Friends in Your 50s: Tips from Nicole and Ron | Ron Bernstein, Co-founder , Prism Planning Partners.
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C.J. Klaas Discusses Klaas Financial's January Fee Schedule Modifications | C.J. Klaas, President, Klaas Financial.
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The Advantages of Working with a Financial Planner | David John Marotta, President , Marotta Wealth Management Inc.
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GameStop Market Update: Unpacking the Latest Developments | Morgan Christen, CEO, Spinnaker Investment Group, LLC.
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Partnering with Tech Professionals: Strategic Financial Planning with SeedSafe Financial | Rebecca Conner, Founder, SeedSafe Financial LLC.
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Putting Clients First: Navigating Wealth Management with SeedSafe Financial LLC | Rebecca Conner, Founder, SeedSafe Financial LLC.
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CJ Klaas on Navigating Current Markets and Investment Volatility | C.J. Klaas, President, Klaas Financial.
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Market Trends This Fall: Understanding the Slide | Morgan Christen, CEO, Spinnaker Investment Group, LLC.
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Ohio Educators Can Now Deduct $250 on State Taxes: What You Need to Know | Ken Robinson, Owner, Practical Financial Planning.
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A Special Update from Klaas Financial CEO Maleeah Cuevas| Maleeah Cuevas, CEO, Klaas Financial.
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Preparing for Financial Challenges with Joe Keifer | Joe Keifer, Founder, Cornerstone Wealth Management.
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2023 Market & Economic Outlook with Bill Friebel | Bill Friebel, President, Cornerstone Wealth Management.
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The Impact of Comprehensive Wealth Management | David John Marotta, President , Marotta Wealth Management Inc.
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Understanding Cognitive Decline: Insights from Dr. David Lash | Ken Robinson, Owner, Practical Financial Planning.
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Navigating IRA Contributions: A Tech Employee's Guide with Rebecca Conner | Rebecca Conner, Founder, SeedSafe Financial LLC.
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Understanding RMDs and QCDs: Essential Pre-Tax Account Distributions | C.J. Klaas, President, Klaas Financial.

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