Financial Planning and Investing

These webinars go deep into financial planning and investing topics with recognized experts in the field–everything from how to allocate your precious investment funds to how to minimize taxes on returns.

Many of these webinars & blogs feature Ascent Wealth Management. Jim Cunningham and John Lindsey co-founded Ascent Wealth Management (AWM) to better serve the clients of CunninghamLegal. They have known each other as friends and trusted referral partners since 1999. In most Attorney and Advisor relationships the care of their clients ends at the point of the referral, leaving gaps in the execution of the financial and estate plan. Jim Cunningham not only co-founded AWM, he is also serving as General Counsel—and by having a vested interest in the success of AWM, there is a high level of coordination, communication, and service to our mutual clients.


The Ultimate Guide to Using LLCs for Real Estate Investing

If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right...
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Passive Income Streams: Thinking beyond real estate

Whether you're looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key...
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How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More

There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose...
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STOCK MARKET: Mid-Year Market Outlook & Insights for 2023

Join us for an insightful and exclusive conversation with Horizon Investments as we sort through the shifting landscape of the global economy, market fundamentals, and ...
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SECRETS of Oil & Gas Tax-Subsidized Investing

Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big ...
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Collapse of Silicon Valley Bank & How to invest in the Slowing Economy

Uncertain about your investments and your bank? You are not alone. 2022 was WORSE than 1929 when it came to 60/40 (stock/bond) portfolio returns. This ...
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Protect Your Wealth! The Secrets to Assembling Your A-Team of Advisors!

How can you find and vet advisors or get them to actually talk to one another?! In this webinar, we explore secret approaches used by ...
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Choosing Between Types of Business Structures For Tax and Liability Protection

What types of entities can  California business owners choose for their businesses? What is a sole proprietorship? What is a partnership? What is the difference ...
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Stung by 2022? Get Your 2023 Financial Act Together!

If you’re still feeling the financial sting of 2022, join us and get your 2023 financial act together. Don’t make the same financial mistakes twice...
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Why High Net Worth Families Should Consider a Family Office

Does your family control assets over $10M? Consider our Family Office, a specialized service for customized, year-round, long-term planning to manage and preserve wealth through ...
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Market Insights for 2023 with Phil Blancato

Wondering what to expect in 2023? Join us for an insightful and exclusive conversation with market strategist Philip Blancato, CEO of Ladenburg Thalmann Asset Management...
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Why and How to Use an LLC for Real Estate Investing in California

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