Upcoming Events

Almost anyone can benefit from having control over what happens to their assets when they’re gone. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out exactly how you want them.

No matter your current or future financial situation, estate planning is a critical part of your overall financial plan.

We invite you to join us for a free educational seminar on Estate Planning Basics, where you’ll learn why having an estate plan is important and gain some tools to help you get started creating one.

You can choose to attend either Tuesday, March 9 or Thursday, March 11. 

Please RSVP to receive the Zoom webinar link.

In this seminar, presented by the Wealth Management Team at John Graham & Associates, you’ll learn about retirement benefits tools like New Comparability plans and Cash Balance plans. These retirement plan options can allow for larger contribution amounts, leading to greater tax savings and more wealth accrued for retirement, which makes them a great way to create value for your most important employees.

This is an online webinar designed for business owners interested in rewarding and retaining their top employees, which is extremely important in this challenging times. 

Click "Enroll now" or call us to RSVP today to receive Zoom log-in details. Then grab your lunch and join us from the comfort of your office for an hour focused on helping your business with these important issues.

You can choose to attend Tuesday, March 9 or Thursday, March 11.

Almost anyone can benefit from having control over what happens to their assets when they’re gone. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out exactly how you want them.

No matter your current or future financial situation, estate planning is a critical part of your overall financial plan.

We invite you to join us for a free educational seminar on Estate Planning Basics, where you’ll learn why having an estate plan is important and gain some tools to help you get started creating one.

You can choose to attend either Tuesday, March 9 or Thursday, March 11. 

Please RSVP to receive the Zoom webinar link.

In this seminar, presented by the Wealth Management Team at John Graham & Associates, you’ll learn about retirement benefits tools like New Comparability plans and Cash Balance plans. These retirement plan options can allow for larger contribution amounts, leading to greater tax savings and more wealth accrued for retirement, which makes them a great way to create value for your most important employees.

This is an online webinar designed for business owners interested in rewarding and retaining their top employees, which is extremely important in this challenging times. 

Click "Enroll now" or call us to RSVP today to receive Zoom log-in details. Then grab your lunch and join us from the comfort of your office for an hour focused on helping your business with these important issues.

You can choose to attend Tuesday, March 9 or Thursday, March 11.