September 24, 2020

Market Outlook Webinar

Webinar Replay Coming Soon

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

Tony Leal, CFP®
Director at BlackRock

A discussion of the market outlook for the remainder of 2020.

Raymond James is not affiliated with and does not endorse the opinions or services of Tony Leal or BlackRock.


September 9, 2020

Estate Planning Webinar


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the estate planning process and the common mistakes to avoid.

Raymond James is not affiliated with and does not endorse the opinions or services of Brad Wiewel and the Wiewel Law Firm.


August 12, 2020

Education Planning: Investing in a Child’s Future


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the important process to create a suitable plan that meets the needs of your future education-related expenses.


August 5, 2020

Healthcare: The Retirement Wild Card


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the key considerations when planning for healthcare in retirement.


July 29, 2020

Behavioral Finance


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of how our experiences and emotions play a role in influencing financial decision-making.


July 22, 2020

Brainworks: Simple Solutions for Staying Sharp


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

Ryan McConeghy
Director, Advisor Solutions Group of Janus Henderson Investments

A discussion of the methods investors may use to train their brain and stay sharp.

The Brainworks workbooks are still available. To request a copy, email: rachel@gunterfinancialservices.com

Raymond James is not affiliated with and does not endorse the opinions or services of Ryan McConeghy or Janus Henderson Investments.


July 15, 2020

The Essentials of Special Needs Planning Webinar


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

Michael Perkins, CIMA®
SVP, Independent/Regional National Sales Manager at Voya Investment Management

A discussion on special needs planning, presented by our friends at Voya.

Raymond James is not affiliated with and does not endorse the opinions or services of Michael Perkins or Voya Investment Management.


July 8, 2020

Real Estate: Market Outlook


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

Megan Barnum
Associate Director in Wealth
Management at Cohen & Steers

A discussion of REITs and the market.

Raymond James is not affiliated with and does not endorse the opinions or services of Megan Barnum or Cohen and Steers.


July 1, 2020

Sustainable Investing


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the methods of sustainable investing and considering sustainability factors when selecting investments.


June 24, 2020

Growth and Value Investing


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the differences between growth and value stocks and how these defining characteristics play a role in influencing investment decisions and returns.

 


June 17, 2020

Social Security: How to Grow from Here


Speakers:

Francesca Gervascio-Franzen, CFP®
Financial Advisor

Ian Moreau, AIF®
Regional Vice President at John Hancock Investments

A discussion of the roots of Social Security, where its stands today, and how we can maximize Social Security benefits.

Raymond James is not affiliated with and does not endorse the opinions or services of John Hancock Investments.

 


June 11, 2020

Planning for a Long and Healthy Retirement


Speakers:

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the key considerations as you plan for retirement and why it is important to factor retirement longevity into your planning process.

 


June 3, 2020

Saving for Education and Beyond: 529 Savings Plans

Speakers:

Francesca Gervascio-Franzen, CFP®
Financial Advisor

David Jordt
Wholesaler – Vice President at Capital Group | American Funds

A discussion of the benefits and functions of a 529 educational savings plan, including how it can be used as an estate planning tool.

Webinar Replay Not Available - Presentation brochures from this webinar are available on the Articles page, located under the Resources tab.

 


May 27, 2020

12 Financial Resolutions


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the 12 resolutions which can help you achieve your financial goals.


May 20, 2020

CARES Act


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Andy Brown, CFP®
Senior Wealth Management Specialist at Putnam Investments

Adam DeAngelis
Senior Regional Advisor Consultant at Putnam Investments

A discussion of the impact of the CARES Act regarding its provisions to assist small business owners and individuals.


May 13, 2020

7 Habits of Financially Successful People


Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

An in-depth discussion of the habits that we may adopt to contribute to our continued financial growth and success.


May 6, 2020

Q&A Conference Call

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Tony Leal
Director at Columbia Threadneedle Investments

A Q&A discussion analyzing today’s market. Matt is joined by Tony Leal, a Director at BlackRock, to offer their perspective on the world.


April 29, 2020

Market Update and Emotional Investment Decisions

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Nick Salantino, CFP®
Regional Advisor Consultant at Columbia Threadneedle Investments

An update on the state of the markets, and thoughts regarding emotional investment decisions.