For the safety of our clients and staff, please do not visit our offices at this time.
All meetings are being held by phone or video call.
Please visit our COVID-19 Resource page for articles to help individuals and practice owners.
Upcoming Free Webinars
Budgeting for Primary and Vacation Homes in a Balanced Financial Plan
Wednesday, March 10, 2021 from 12 noon – 1 pm
Presented by Alex Oliver, CFP, CRPS, Investment Advisor, First National Corporation
The COVID-19 pandemic led to a red-hot suburban and rural real estate market, as city dwellers looked to flee pavement for outdoor privacy. With the work from home movement here to stay, many are evaluating whether to move their primary residence to a less expensive area. Coinciding with this were the vacation property purchasers who needed to deploy their unspent travel budgets.
In this webinar, we will take a look at how personal real estate can be used in your financial plan. While many may stay within their children’s school districts for the time being, there may be some ways to use their home equity as a retirement asset once their children go off to college. Others will need to evaluate just how much they might use a second property versus using AirBnb to flexibly travel. By seeing the long-term effects in this webinar, we hope to spark an active discussion within your family that will help to achieve your financial goals.
The First Million is the Hardest: How Envisioning the Long Term Helps You Today
Wednesday, April 7, 2021 from 12 noon – 1 pm
Presented by Alex Oliver, CFP, CRPS, Investment Advisor, First National Corporation
The beauty of compound interest lies in the math behind what a 6% rate of return earns you when your investments grow from $100,000 ($6,000) to $1 million ($60,000) to $5 million ($300,000). This is why it could take you 10-15 years to reach that first million, but thereafter, each subsequent million will take much less time: conceivably as low as 1-2 years.
By knowing this fact and making projections based on your current savings rate, you can more comfortably “live now” by knowing where you stand based on your age. In this webinar, we look to explain how many of our 80+ year old clients ended up with more money than they ever needed, postulating whether they could have or should have retired or spent earlier if they could have seen their future financial plan.
Looking for Past Webinars?
We’ve made their recordings available on our site and on our YouTube channel.
