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FINANCIAL WEBCASTS

Legend Financial Advisors, Inc.® (Legend) is proud to present our series of Complimentary Webcasts for those interested in learning more about various economic and investing topics.  Please view any of our previously recorded educational Webcast presentations listed under "Archived Webcasts" (listed below).


LAST CHANCE TO REDUCE
2019's INCOME TAXES

A Free Webast Presented By:
James J. Holtzman, CFP®, Wealth Advisor and Shareholder
Legend Financial Advisors, Inc.®

Wednesday, October 23, 2019
12:00 p.m. to 1:00 p.m. Eastern Time

To Register
   

Thursday, October 24, 2019
7:00 p.m. to 8:00 p.m. Eastern Time

To Register

Find out how to reduce your 2019 income taxes.  Jim Holtzman, CFP®, will present a Webcast entitled “Last Chance To Reduce 2019's Income Taxes” on Wednesday, October 23, 2019 at Noon Eastern Time and Thursday, October 24, 2019 at 7:00 p.m. Eastern Time.  Learn what income tax law strategies are available along with other important considerations for year-end income tax planning.

Jim Holtzman, CFP®, is a Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.® and its sister firm EmergingWealth Investment Management, Inc.® (See Jim’s Bio).  Jim will provide important new information on the following topics:

 

  1. Clarifying The Rules For Roth IRA And Traditional IRA Contributions.
  2. Explaining What A Qualifying Charitable Distribution Is And How Can It Reduce Income Taxes From Your Required Minimum Distribution.
  3. Understanding If A Roth IRA Conversion Makes Sense.
  4. Describing How A Health Savings Account Can Improve Your Income Tax Situation With A Triple Income Tax Benefit.
  5. Navigating The Income Taxation Rules For Social Security.
  6. Making The Best Use Of Retirement Plans If You Are Self-Employed.
  7. Learning How To Minimize Medicare Part B And Medicare Part D Premium Surcharges.
  8. Updating The Status Of The SECURE Act

Archived Webcasts

To view Webcasts from 2017 or 2018 please click on the year below.

 

2019
Medicare Open Enrollment – Avoiding Critical Mistakes
 

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  |  September 18 and 19, 2019

Buying Individual Stocks In The 9th Inning
 

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  |  August 23, 2019

Balancing Education and Retirement
 

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  |  July 25 and 30, 2019

Will You Outlive Your Money?: Creating A Post-Retirement Plan
 

Download Webcast Slides
  |  May 21 and 29, 2019

Do You Have Enough Money To Retire?: Creating A Plan To Prepare For Retirement
 

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  |  April 23 and 29, 2019

Save 2018 Income Taxes! Last Minute Tax Planning Tips
 

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  |  March 20 and 26, 2019

Opportunities For Interest Generating Investments Over The Next Three Years
 

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  |  February 21 and March 7, 2019

Avoid The Train Wreck!: 2019 Financial Markets Outlook
 

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  |  January 17 and 24, 2019

Watch 2018's Webcasts
Improve Investment Returns: Avoid Harmful Income Tax Surprises When Investing In Exchange-Traded Products And Mutual Funds
 

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  |  December 5 and 13, 2018

Investing Profitably Through The End Of The Bull Market And Through The Next Bear Market
 

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  |  Nobemer 5 and 7, 2018

Last Chance To Reduce 2018 Income Taxes
 

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  |  October 18 and 24, 2018

Medicare Open Enrollment - Avoiding Critical Mistakes
 

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  |  September 20 and 25, 2018

Save or Shred – New Rules For Financial Document Retention!
 

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  |  August 23 and 28, 2018

Social Security Planning:What You Need To Know To Maximize Retirement Income
 

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  |  August 8 and 13, 2018

Understanding Your Retirement Plan Distribution Options:A Fiduciary Viewpoint!
 

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  |  June 19 and 25, 2018

Equifax Security Breach – Part II: What To Do Next?
 

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  |  May 17 and 23, 2018

Fight Rising Interest Rates! Investing In Variable Rate Debt Investments!
 

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  |  April 11 and 19, 2018

Understanding The Stock Market Correction
 

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  |  March 12 and 15, 2018

2018 Financial Markets Outlook: The Beginning Of The End Or Continued Opportunity?
 

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  |  January 23 and 25, 2018

Federal Tax Reform – What It Means For You!
 

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  |  January 4 and 9, 2018

Watch 2017's Webcasts
Last Chance 2017 Income Tax Minimization Tips
 
 

Download Webcast Slides
  |  December 6 and 7, 2017

Equifax Security Breach – Part 1: What Should I Do Next?
 
 

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  |  September 29, 2017

Divorce Settlements - Know Your Options!
 
 

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  |  August 7 and 16, 2017

Identity Theft Protection: Don't Be A Victim
 
 

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  |  July 10 and 19, 2017

The Complexities of Rolling Over Monies From Your Retirement Plan Made Easy
 

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  |  April 19 and 25, 2017

What You Need To Know About Social Security
 

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  |  April 5, 2017

Save 2016 Income Taxes! Last Minute Tax Planning Tips
 

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  |  March 15 and 21, 2017

Safeguarding Parents' Finances In Retirement
 

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  |  February 23 and 27, 2017

Up or Down? 2017's Investment Outlook
 

Download Webcast Slides
  |  January 18 and 26, 2017





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