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 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.
In this important webinar, we look at how to create a serious team to lower your anxiety level, reduce your hassles, and help you make the right moves.
Big news is on the horizon in Washington, D.C. that will change the financial landscape. Insight on pending legislation and what it could mean for the economy and your finances.
If you would like to invest your IRA funds in alternative assets, including real estate, crypto currency, startup companies, or precious metals, we will tell you how!
Smart investors can minimize income tax liability while receiving a remarkably good return. Learn a little-known tax-saving strategy only offered during July and August!
Few business owners take the time to investigate creative tax strategies and savings techniques like opportunity zones and solar investment tax credits—are you even aware that such things exist?