Webinars

Listen to Our 2018 Tax Strategies Webinar

The recent changes to U.S. tax law have wide ranging impact on Americans' financial situations. We've written about this topic consistently over the past few months in our monthly newsletter —"The Federal Tax Code is Being Overhauled Again: A Look Back and Ahead on Taxes" — December 2017 and "Tax Cuts & Jobs Act of 2017: What You Need to Know" — February 2018. It's so important, that we also recorded a webinar titled "2018 Tax Strategies" to discuss these many changes in more detail.

The webinar covers:

  • Tax changes for 2018
  • ROTH conversion opportunities in 2018
  • How healthcare laws might affect your taxes
  • Distributions: ways to help keep what's yours
  • Gift tax exclusions
  • Pros & Cons: Treasury securities and tax-exempt municipals
  • To Give or Not to Give?: Giving appreciated assets to charity

To listen, please go to: https://attendee.gotowebinar.com/register/7224106244314081027 to access the presentation. Once you click the link, you'll need to "register" to access the presentation. This only involves entering your name and email address. You'll then be directed to the recorded webinar.

We welcome your feedback on the content and format of the webinar. Please feel free to call or email your advisor to share your thoughts.


Listen to Our First “State of the Markets" Call of 2018

The past 12+ months brought a strengthening economy, record highs for U.S. markets, political surprises both here and abroad and so much more. Our first State of the Markets webinar of 2018 will focus on:

  • What happened in 2017?
  • What other factors affected the markets?
  • What's on the horizon?
  • What do financial experts forecast for 2018?

Once you click the Listen Now button below, you'll need to "register" to access the presentation. This only involves entering your name and email address. You'll then be directed to the recorded presentation.

We welcome your feedback on the content and format of the webinar. Please feel free to call or email your advisor or share your thoughts.

Remember, these quarterly calls are in lieu of our written market reports. We hope you'll take advantage of the opportunity to hear us discuss the markets first-hand and have your questions answered live during the sessions.


Atlanta Financial's Recorded Identity Theft Prevention Webinar Now Available

Identity theft is a hot topic these days and cause for significant concern. We wrote about managing the problem in a recent newsletter article and feel that the issue warrants additional discussion, which is why we recorded a webinar titled "Identity Theft: Learn How You Can Protect Yourself."

The webinar covers:

  • How identity theft happens
  • How thieves can get your personal information
  • How to safeguard your personal information
  • What to do if you become a victim

Join Us for Our Quarterly “State of the Markets" Call, Monday, November 13, 2017, 12 pm – 1 pm

The financial world is incredibly complex — and, these days, we're all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand. On this call, we'll look back on the first half of the year and have a live Q&A session.


Join Us for a "State of the Markets Halftime Report" Call, Monday, August 14, 2017, 12 pm – 1 pm

The financial world is incredibly complex — and, these days, we're all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand. On this call, we'll look back on the first half of the year and have a live Q&A session.


Join Us for a "State of the Markets" Call Monday, May 22, 2017, 12 pm – 1 pm

The financial world is incredibly complex — and, these days, we're all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand. We will cover the following topics and have a Q&A live on the call:

  • First quarter milestones
  • Economic themes
    • Stocks
    • Bonds
    • Housing
    • Inflation/Dollar
    • Employment
    • Business and Manufacturing Activity
  • Projections for the remainder of 2017

Atlanta Financial Presents “State of the Markets” Call
February 27, 2017
12 pm to 1 pm

The financial world is incredibly complex — and, these days, we're all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching. 

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand. We will cover the following topics and have a Q&A live on the call:

  • What happened in 2016? 
  • What factors affected the markets?
  • What's on the horizon? 
  • What do financial experts forecast for 2017?

Planning in an Uncertain Era:
An Action Plan for Physicians

Physicians today face a myriad of uncertainties that will affect their practices and livelihoods. The goal of this webinar is to develop an action plan that is tailored to your own unique situation that minimizes the impact of the uncontrollable factors you face and focuses on what you do control.

Hear how Atlanta Financial makes life’s journey richer.

Atlanta Financial TV is home to a variety of videos that allow clients and associates to share our knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.

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