Upcoming Events

Mike Townsend, Vice President, Office Legislative and Regulatory Affairs for Charles Schwab

Washington Watch: Things to Think About Before the Election

Washington Watch: Things to Think About Before the Election. Thursday, October 3, 2024 at 12:00 PM ET. Please register by Monday, September 30, 2024.

Join us for an opportunity hear from Michael Townsend, Schwab's resident Washington insider, as he sorts through the noise to focus on the issues that matter most to investors. Mike will discuss the latest developments on key policy issues on Capitol Hill and regulatory proposals that could affect you.

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Video Archives

WestFinancialServices Logo. Medicare Mistakes The ins and outs of Medicare Coverage. Presented by: Laura Nash, CFP® , Relationship Manager and Glen J. Buco, CFP®, Director of Consulting Services

Medicare Mistakes

West Financial Services’ relationship manager, Laura Nash, CFP® explains the ins and outs of Medicare and how to avoid the five biggest mistakes that people make when signing up for Medicare. Glen Buco, CFP® provides valuable insight based on his real-life experience.
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Deborah (Debby) Cochran, Cochran Law Group and Steve Sigsbury, Cochran Law Group

Your Estate Plan - Where to Start

Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning. Learn about the critical estate planning documents you will want to have in place to protect you, your assets, your family, avoid probate, and reduce taxes.

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