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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Webinar - Captive Insurance: Tailor Made Risk Management

May 6, 2020 11:00a - 12:00p Eastern Standard Time

Captive Insurance is a great way for a company to keep 50-80% of their insurance premiums in their pocket, through tailor made risk management. Our key note speaker will be Tom Bacharach, Vice President of RMC Group and a leading expert in the industry.

Webinar: Payroll Tax Reduction Plans, Using Tax Breaks to Fund Benefits

April 22, 2020 11:00a - 12:00p Eastern Standard Time

A Payroll Tax Reduction Plan is the most overlooked strategy businesses are not using. What's most unfortunate about this, is that it not only reduces the payroll taxes of the business, it also substantially increases employee benefits with no out of pocket cost to the employee. On average a business can reduce their payroll tax burden by over $1,100 a year per employee and employee benefits quadruple with no out of pocket cost to the employee.

Covid-19 Crisis: Myths Behind the Stimulus Package and the Potential Financial Impacts

April 8, 2020 11:00a - 12:00p Eastern Standard Time

Live webinar covering the Covid-19 Crisis, the myths behind the stimulus package and the potential financial impacts. You can submit questions ahead of time by emailing them to with the subject line "April 8th Webinar Question." The deadline for submitting questions is Sunday, April 5th at 10:00pm. Speakers: -Dan Nuwash, MBA: Founder and Managing Partner of Finance For Thought -Ian Savage: Partner at Professional Wealth Associates -Colin R. O'Leary: Real Estate Agent at Berkshire Hathaway HomeServices, Ranked in Top 8% BHHS Agents Nationwide -Seth Feinman, JD: Vice President of Silver Fin Capital Group

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