EDUCATIONAL RESOURCES
Webinars
June 17, 2026
College Planning & Savings Strategies
John Steiger CFP®, AIFA® and Mike Schiavi CFP®, CPFA® discuss the essentials of college planning and smart savings strategies for the future generation. This webinar covers key savings vehicles and investment options, including 529 plans and their latest rule changes, Trump accounts, Roth IRAs, and more. This session was designed to help you better understand the tools available to prepare for future education expenses and long-term financial goals.
April 17, 2026
Build Wealth Before You Step Away
Builders, Budgets, and Beers Podcast by Adaptive.
Guest John B. Steiger, AIFA®, CFP® joins host Reece Barnes to talk about a problem a lot of builders avoid until it gets urgent: how to build real wealth outside the business before it is time to step away.
For owners thinking about succession, retirement, or simply getting their financial house in order, this conversation is a practical look at what needs to happen long before an exit is on the table.
March 9, 2026
Making the Most of Medicare
Hosted by John B. Steiger, AIFA®, CFP® and Michael W. Schiavi, CFP®, CPFA®
Featured Guest Speaker: Graham Kimmerer representing MFS Investment Management
Medicare is complex and can have an impact on your retirement.
This webinar addresses Medicare coverage, costs, the major components of Medicare and what to consider.
November 18, 2025
Year-End Tax Planning & One Big Beautiful Bill Act Highlights
Hosted by John B. Steiger, AIFA®, CFP® and Michael W. Schiavi, CFP®, CPFA®
Featured Guest Speaker: Jeff Rogers, CPA, MST representing E.J. Callahan & Associates.
This webinar addresses year-end tax planning strategies along with OBBBA highlights and what it means for investors, business owners, and families alike.
September 25, 2024
Social Security - Preparing for Retirement
Hosted by John B. Steiger AIF®, CFP® and Michael W. Schiavi, CFP®, CFA® Featured Guest Speaker: Matt Kelleher, representing MFS Investments.
This webinar addresses some of the important considerations when claiming Social Security. A few questions that will be answered during the webinar include how retirement benefits are calculated, when to file, options for married couples and divorcees, and taxes and your retirement plan.
