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On Demand Webinars

We understand life can get crazy. It can be hard to chisel out a specific time to join a webinar. That is why we offer on-demand webinars that work around your schedule so you can live your life and take control of your finances. Below you will find some of our recent webinar.

When you click "Register Today" you will be prompted to fill out a form asking for your name and email address. The reason we ask for this information is to be able to send you the video link. 

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2022 Tax Planning

Yes, it is that time of year again – Tax Season. In this webinar, we will discuss the latest reforms to tax law and how it will affect you as you prepare. You will not want to miss this!

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March Market Update

What does spending life well mean to you? We believe a part of spending life well means knowing your finances are being managed by people you trust and are working to give you a better future. The first Saturday of the month members of the ClearVista Financial Team will update you on what the market is up to, offer professional advise, and discuss strategies to mange your wealth well.

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Financial Fitness Check-Up

If you were to go see a physician for an annual checkup, he/she would go through all of the vital signs that would indicate a proper bill of physical health.  In this financial discussion, the guys talk through several areas that might encourage you to tighten up some of the things in your financial life.

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Unlocking Social Security & Medicare

Stop leaving thousands of dollars on the table! Social Security is one of the most important aspects of retirement, but it’s also one of the most complex. There are pitfalls to avoid and opportunities to seize that aren’t always common knowledge. To factor Social Security into your retirement plan, you should know how to potentially maximize your benefits and how much income you may need from other sources to be financially comfortable during retirement. We look forward to teaching you how to get every dollar you deserve.

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