Webinars

Matterhorn Fit with Ryan Vesce, Episode #118

Ryan Vesce graduated from Cornell University in 2004 and went on to play 14 years professionally—over 700 games—across the NHL, AHL, KHL, and Europe. He is well known for his leadership, mental toughness, work ethic, and tireless drive to improve his game. Ryan had access to advanced healin …

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Carson Investment Research’s Outlook ’23: The Edge of Normal

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year …

What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …

The Designer’s Creative Studio with Theron Skees, Episode #117

Theron Skees is a highly adaptive, solution-oriented creative executive with 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry. Theron is a veteran of Walt Disney Imagineering and he has le …

New Year Tax Time Prep

Now that 2022 is in the rearview mirror it is time to start getting your things organized to have your taxes completed.  Being organized throughout the year could make this an easier task to accomplish, but if you have not prepared in advance it can be done.  You may want to also use what y …

The 10 Disciplines with Rob Dube, Episode #116

Today’s guest is Rob Dube, the co-founder, owner, and Board Chair of imageOne and the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy. Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best fr …

Investopedia 100 with Caleb Silver, Episode #115

Caleb Silver is the Editor-in-Chief of Investopedia and host of “The Investopedia Express” and “The Green Investor” podcasts. Caleb began his career producing wildlife documentaries in South America. His career in business news began at Bloomberg, where he was a Senior Television producer a …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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