2026 Webinars
Join Jimmy J. Suh, Financial Advisor, for monthly webinars tailored to provide you with the knowledge, and strategies to manage your wealth and achieve your financial goals.
All webinars take place 12:00 PM - 1:00 PM PST
Insurance Planning
Fri, 2/20
Discover why reviewing your insurance coverage and beneficiaries is essential to protecting your loved ones and keeping your financial plan on track.
Pot of Gold
Fri, 3/20
Learn how to build your wealth, including key steps to get started, an overview of ETFs, annuities, and mutual funds, and the 10 core principles of wealth building.
Taxes/Annuities/Tax Reinvestments
Fri, 4/17
Explore annuities, tax-advantaged reinvestment strategies and building an effective tax strategy.
529s
Fri, 5/15
Discover how 529 college savings plans can help you save for college, understand financial aid implications, and plan with confidence.
Mid-Year Economic Review
Fri, 6/19
Understand the 2026 forecast and prepare for the 2027 outlook.
Retirement Planning
Fri, 7/17
Learn how to prepare for retirement, including what to do five years before you retire and how to optimize your Social Security strategy.
Behavior Investments
Fri, 9/18
Discover how human psychology influences investing decisions, and the three key mistakes to avoid.
Long Term Care
Fri, 10/16
Learn about long-term care, including what it is, how it can support your family, and the key questions to ask when considering coverage.
Year End Planning
Fri, 7/20
Discover year-end planning strategies, Social Security considerations, and tax-harvesting techniques to prepare for 2027.
Events are for informational purposes only.