- Видео 37
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Prime Capital Retirement
Добавлен 28 июн 2023
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”).
Estate Planning Webinar
We get it. Estate planning doesn’t scream ROMANCE ❤️. However, planning for the inevitable does show deep care and responsibility by ensuring that loved ones are protected and provided for, even in the most difficult times. It’s a thoughtful act of love that secures their future, removing uncertainty and easing the burden of difficult decisions.
We’re excited to present you our Estate Planning webinar, featuring Will O'Rourke, ESQ. Will is an Advisor and JD from our North Texas office, and he’s ready to share valuable insights on Estate Planning to help guide your future.
The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy ...
We’re excited to present you our Estate Planning webinar, featuring Will O'Rourke, ESQ. Will is an Advisor and JD from our North Texas office, and he’s ready to share valuable insights on Estate Planning to help guide your future.
The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy ...
Просмотров: 28
Видео
Ballot to Balance Sheet: Election-Year Investing and Your Financial Planning
Просмотров 3721 день назад
Explore the intersection of election-year dynamics and your financial planning. With elections often stirring market uncertainties, understanding how political landscapes impact investment decisions is paramount. In this session, we delve into strategies to navigate election-year volatility, providing practical insights on how to help mitigate risk and optimize your financial portfolio amidst t...
Smart Starts: Crafting Your Child’s Education Fund - Navigating 529 Plans, Coverdell, and Roth IRA
Просмотров 53Месяц назад
From understanding the tax advantages and investment options of each plan to devising a personalized strategy that aligns with your family's financial goals, this session equips parents with the knowledge and tools necessary to navigate the complex landscape of educational savings. Whether you're planning for preschool or college, take the first step towards planning for your child's educationa...
ERISA Attorney Talk 8.13.24
Просмотров 512 месяца назад
The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of compar...
Exploring Credit Scores: Their Purpose and Importance
Просмотров 1082 месяца назад
Curious about how your credit score affects your financial life? Whether you're planning to buy a car, rent an apartment, or apply for a credit card, your credit score plays a crucial role, and we're here to simplify it for you. By the end of this webinar, you'll have a clear understanding of how credit scores impact your financial opportunities and how you can take control of your credit journey.
Navigating a Major Purchase: Steps to Assure a Financially Responsible Choice
Просмотров 663 месяца назад
Making a major purchase can be exciting, but also intimidating. It's important to take specific steps beforehand to ensure that your purchase aligns with your current financial situation. During this FIT4Learning webinar we walk through the top questions to ask yourself before making that big purchase: - What is the true cost and how will this purchase impact your monthly budget and overall cas...
Breaking the Chains of the Debt Cycle: A Practical Guide
Просмотров 814 месяца назад
How you pay down your debt is not a “one-size-fits-all” approach. Reclaiming your financial freedom might be closer than you think with straightforward, actionable strategies to tackle your debt once and for all. During this FIT4Learning webinar we will help you to understand how to take an inventory of the different types of debt that you have and prioritize which ones you need to payoff first...
Prime 360 Offering Video
Просмотров 65 месяцев назад
The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of compar...
Crafting Your Financial Safety Net: Steps to Establishing an Emergency Fund
Просмотров 875 месяцев назад
Life is uncertain, and an emergency fund serves as a financial safety net for unexpected expenses like medical bills or car repairs. It helps manage financial shocks without resorting to high-interest credit or loans, offering peace of mind and preventing disruptions to long-term financial goals. During this FIT4Learning webinar we answered: How do I get started building it? What are the differ...
Taxes and Investing: Tips to Become a More Tax-Aware Investor
Просмотров 626 месяцев назад
Becoming tax-aware as an investor helps minimize tax impacts on your finances. The taxation of different investments and accounts varies, and how you are taxed can differ based on which option you choose. Investing time and effort to find strategies that benefit you will keep more of your money working for you in the long run. During this FIT4Learning webinar we addressed: How different types o...
Deciding Between Saving or Paying Down Debt: Which is the Right Approach?
Просмотров 1017 месяцев назад
Deciding whether to save money or pay off debt is a common financial dilemma. It's crucial to consider the types of debt you have and the interest rates you're dealing with. However, don't delay building your financial safety net just because you have debt. A balanced approach involves both saving for the future and reducing debt simultaneously. In this webinar, we'll explore how to assess your...
ERISA Attorney Talk 2.13.24
Просмотров 338 месяцев назад
The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of compar...
Mapping Out Your Financial Journey: Establishing Your Goals for 2024
Просмотров 628 месяцев назад
Financial success is dependent upon having a thoughtful approach to the decisions you make with your money. Whether you are starting to save for retirement, planning your first home purchase or saving for your child’s education, there are specific steps to take to ensure that you set yourself up for success. This FIT4Learning webinar discusses how to assess your current financial situation to s...
QPA's ERISA Attorney Talk 11.14.23
Просмотров 5311 месяцев назад
The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of compar...
Estate Planning Is for Everyone: Understanding Your Options and Developing Your Plan
Просмотров 911 месяцев назад
Estate Planning Is for Everyone: Understanding Your Options and Developing Your Plan
Not All Investments Are Created Equal: Finding a Strategy That is Right for You
Просмотров 1511 месяцев назад
Not All Investments Are Created Equal: Finding a Strategy That is Right for You
Protecting My Family: Insurance Basics
Просмотров 211 месяцев назад
Protecting My Family: Insurance Basics
How’s My Credit: Tips for Improving Credit Scores
Просмотров 1211 месяцев назад
How’s My Credit: Tips for Improving Credit Scores
Investing for Retirement: Understanding the Terminology and My Options
Просмотров 1211 месяцев назад
Investing for Retirement: Understanding the Terminology and My Options
Cleaning Up My Financial House: Consolidating Assets and Paying Down Debt
Просмотров 311 месяцев назад
Cleaning Up My Financial House: Consolidating Assets and Paying Down Debt
What Questions Should You Be Asking a Financial Advisor?
Просмотров 2311 месяцев назад
What Questions Should You Be Asking a Financial Advisor?
Pre-Tax? After-Tax? Roth? Understanding the Different Ways to Save
Просмотров 1911 месяцев назад
Pre-Tax? After-Tax? Roth? Understanding the Different Ways to Save
Did I Budget for This? Building a Budget to Survive Inflation
Просмотров 811 месяцев назад
Did I Budget for This? Building a Budget to Survive Inflation
New Plans for the New Year: Attacking Employees’ Top 5 Financial Concerns
Просмотров 1811 месяцев назад
New Plans for the New Year: Attacking Employees’ Top 5 Financial Concerns
Fiduciary 15: ESG Regulation and Northwestern Litigation Updates
Просмотров 511 месяцев назад
Fiduciary 15: ESG Regulation and Northwestern Litigation Updates
Fiduciary 15: Building a Retirement Plan for Today and Tomorrow
Просмотров 311 месяцев назад
Fiduciary 15: Building a Retirement Plan for Today and Tomorrow
Fiduciary 15: SECURE 2.0 and Regulatory Updates From a Trip to Washington, D.C.
Просмотров 811 месяцев назад
Fiduciary 15: SECURE 2.0 and Regulatory Updates From a Trip to Washington, D.C.
Fiduciary 15: Helping Your Employees to Become Financially Well
Просмотров 1711 месяцев назад
Fiduciary 15: Helping Your Employees to Become Financially Well
😂 *Promo sm*