Legend Financial Advisors, Inc.® (Legend) is proud to present our series of complimentary webcasts for those interested in learning more about various economic and investing topics. Please view any of our previously recorded educational webcast presentations listed below.
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Medicare Open Enrollment
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| James J. Holtzman, CFP®, CPA (inactive) CEO, President and Wealth Advisor |
Find out how to take advantage of the Medicare Open Enrollment period that begins on October 15th and ends on December 7th, 2024. Jim Holtzman, CFP® will present “Medicare Open Enrollment – What You Should Know!”, a Free Webcast on Thursday, September 26th at Noon Eastern Time. Jim will discuss critical issues that individuals need to take into consideration when making their choices for Medicare or Medicare Advantage Plans. Jim Holtzman, CFP®, is CEO, President and Wealth Advisor at Legend Financial Advisors, Inc.®. |
Jim will provide important new information on the following topics and more:
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2024
Where To Invest In 2024
Download Webcast Slides | March 20, 2024
2023
Last Chance to Reduce 2023 Income Taxes
Download Webcast Slides | October 19, 2023
Medicare Open Enrollment - What You Should Know!
Download Webcast Slides | September 14, 2023
2023 Mid-Year Market Outlook: Navigating Turbulence & Opportunities
Download Webcast Slides | June 27, 2023
The Banking Crisis & Debt Ceiling Standoff
Download Webcast Slides | May 16, 2023
Secure Act 2.0 - How Might the Changes Affect Your Retirement Plan Savings?
Download Webcast Slides | February 15, 2023
2023 Financial Markets Outlook: Navigating the Pitfalls and Opportunities Ahead
Download Webcast Slides | January 18, 2023