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A SUBSCRIPTION WEBINAR SERIES

Join CFP®s Jill Schlesinger and Mark Talercio (aka the Best Producer in the World) each quarter for an exciting, open mic online video webinar where she’ll host special guests and take audience questions. All webinars will be recorded and available for viewing at a later time.

LATEST WEBINAR NOW AVAILABLE

 

Q4 means it’s time for some year-end financial planning! We were joined by Jana Davis, a partner and financial advisor at Abacus Wealth Partners. Oh yeah, she’s also a CFP®. From tax planning and Roth conversions to rebalancing and much more, we covered it all.

 
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With Jill on Money LIVE, get access to the latest bonus content, like Jill’s recent video chats with Consumer Reports auto guru Mike Quincy and CFP® Michael Goodman.