Broker Check

January 24, 2022 Wealth Advisor Tammie Mark on Taxes in Retirement 

Wealth Advisor Tammie Mark presents on the subject of Taxes in Retirement. She addresses everything from charitable contributions and their tax implications to Medicare and Social Security. This is a can't miss educational event for those interested in taxation strategies during retirement!

June 29, 2021 LWMG Economic Update with Special Guest of Fidelity Investments, Mehernosh Engineer

Partner Darrell Shideler and Cathy Jenson will be joined by special guest Mehernosh Engineer of Fidelity Investments to discuss his insights on the latest global and domestic unemployment and inflationary pressures impacting our clients’ wealth. In addition, we will share many exciting updates about Landmark Wealth Management Group.

February 18th, 2021 LWMG Economic and Investment Update with Guest Chris Shuba

Chris Shuba is the Founder and CEO of Helios Quantitative Research. In our first client webinar of 2021, we discuss the past year from an economic and investment standpoint.

October 28th, 2020 Client Webinar 

Topics included economic updates, our upgraded website and services, and in the spirit of the election season, a call to vote for how we can distribute our charitable donations in the time of COVID-19.