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Presentations2020-05-14T13:17:47-05:00

Presentations & Webinars

Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at info@jgua.com for more information.

May 23rd, 2020 @ 10 a.m. EST

Understanding Your Investments

  • US stock market and current economy
  • Investments by types and regions
  • Tax, gifting, and estate impacts

Shirley Nelson, JD
Associate Advisor

Amanda Herrick-Smith
Sr. Advisor, CFP®

*Webinar Series 1 of 4, For CCA Members Only

 

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