Financial Planning and Investing

Estate Planning Legal Webinars: Playlist 11

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.

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INSIDER Stock Market Analysis with Phil Blancato

Wondering what to expect in 2022? Join us for an insightful and exclusive conversation with market strategist, Philip Blancato…

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Giving the Gift of Education: PITFALLS and Tax Advantages

Your child or grandchild may only be two, but it’s never too early to plan for college. The costs are astronomical, and the debt…

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Nervous About the Market? Rethinking Portfolio RISK

How deep should you be in the stock market? In other types of investment? Are you taking the appropriate level of risk for your…

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2020 Election Impact- ACTION NOW on Estate Planning Taxes!

2020 Election Impact: ACTION NOW on Estate Planning Taxes!

WILL your taxes go up in a Biden administration? What URGENT actions should you take for 2021, and how should you avoid taxes? What should …

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CA Estate Planning, Retirement Accounts, & the CARES Act

CA Estate Planning, Retirement Accounts, & the CARES Act: TIPS

Expert Estate Planning Attorneys Jim Cunningham and Conner Clemons explain how the CARES Act affects retirement planning, required distributions, and other issues for beneficiaries including: …

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WHO Should Make the Decisions? Jim Cunningham On COVID-19

WHO Should Make the Decisions? Jim Cunningham On COVID-19

In the time of the COVID-19 pandemic, it’s time to review the documents that determine who gets what when you die. California Estate Planning Lawyer Jim …

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You MUST UPDATE a Living Trust or Last Will - How-to Guide!

You MUST UPDATE a Living Trust or Last Will – How-to Guide!

Consider this legal webinar a “date with your documents.” Our expert California Estate Planning Attorneys walk you through your existing estate plan documents and identify …

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A Message from Jim Cunningham

How CunninghamLegal is managing during the COVID-19 situation: a message from Jim Cunningham

In need of estate planning, trust administration, or probate in California? Attorney Jim Cunningham shares how CunninghamLegal is managing during the current COVID-19 situation. We …

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Estate Planning & The CARES Act for Covid Relief

Estate Planning & The CARES Act for Covid Relief

California Estate Planning Attorneys Conner Clemons and CunninghamLegal founder Jim Cunningham discuss estate planning and The CARES Act. In addition to the CARES Act, we’ll …

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Estate Planning & COVID-19: What You NEED To Know

Estate Planning & COVID-19: What You NEED To Know

In the time of the COVID-19 pandemic, are your loved ones protected? Are you? What if something goes wrong? California Estate Planning Attorney explains. Among …

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The CARES Act- Where Do We Stand in August 2020

The CARES Act: Where Do We Stand in August 2020?

The CARES act creates many opportunities and pitfalls! Learn from California Estate Planning Attorney and financial expert. What personal planning opportunities and pitfalls have been …

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Hot Tax Topics and Estate Planning in 2020: Take Action NOW

Hot Tax Topics and Estate Planning in 2020: Take Action NOW

Taxes in 2020: California estate planning, Roth conversions, property tax increase, avoid taxes ASAP. Watch this video for an exclusive conversation with Chris Mann, CPA, …

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