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.
What should Wall Street (and you!) expect for the rest of 2022 into 2023? Join us for a frank and exclusive conversation…
If you want to build a real estate empire, large or small, you really need a Limited Liability Company (LLC) to do it right…
We break down the issues, discuss case studies, look at common mistakes, and see how life insurance plays out in the real world…
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.
How deep should you be in the stock market? In other types of investment? Are you taking the appropriate level of risk for your…
Wondering what to expect in 2022? Join us for an insightful and exclusive conversation with market strategist, Philip Blancato…
Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management.
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?
What is the state of the Real Estate market right now in the Bay Area? Get an up-to-the-minute assessment…