Past Webinar Videos - Elevate Wealth Advisors

Past Webinar Videos

Social Security Webinar

January 26, 2022

Ben James discusses all things social security – the myths and mysteries, its history, its present state, and its trajectory. If you are 5-6 years away from retirement or in your work-optional lifestyle, which most of my clients are, this is the perfect webinar for you. It’s important to know the ins and outs of social security.

Moderator: Ben James, CFA, CFP

Good To Go Webinar

October 27, 2021

Amy Cook and I discuss the more personal and impactful side of estate planning. There are too many details that often slip through the cracks because they are not a part of the legal process.

You may be surprised to learn about the little things that could make a big difference to your loved ones if you were to just take some time to prepare the information for them.

Moderator: Ben James, CFA, CFP
Special Guest Speaker: Amy Cook

Advisor Reveals Playbook

July 28, 2021

I went through my very own Playbook! It may have been our most taboo webinar yet, but you may be surprised to learn what pieces financial advisors prioritize in their financial plans – and why you should too.

Moderator: Ben James, CFA, CFP

Goals & Objectives with Adventurous Life

April 28, 2021

We document our goals because it’s the first step in successfully accomplishing them.  We clearly articulate our goals so those who help us understand what we are after. 

Finally, spending time on our goals allows us to reflect and refine them.

Moderator: Ben James, CFA, CFP
Special Guest Speakers: Brian and Maryann Remsburg
Owners of Adventurous Life Coaching

Family Love Letter Q1 2021