Six times a year Westbilt Financial Group offers free webinars on important financial planning topics with different industry experts. You can view past webinars below and sign up for our upcoming webinar in our Financial Education Series. If you have a topic you would like more information on please let us know at info@westbiltfinancial.com.

 

Upcoming Webinars

Topic: Let’s Talk Money

Date: Thursday, October 22nd @ 3pm MST

Speakers: Peter Horwitch & Kathleen Owings

Description: Tips, Ideas, & Ways to talk about money with our kids to give them the foundation to build their own financial freedom.

Register:  https://us02web.zoom.us/meeting/register/tZUkfuiuqzgoG9A-eI8zlTHjy57cAsPMfX7w

 

Past Webinars

PPP Loan Forgiveness

You received a PPP loan, now what do you need to know about tracking expenses, loan forgiveness, cash flow and new tax deadlines.

Join us to learn about these key topics, as well as to discuss how to prepare for the “new normal” in running a post-Covid business.

Buddy Newton, CPA
SKR & Company, CPA Firm
719-630-1186
bnewton@skrco.com

Why 529s: A Look into the Advantages of Education Funding

Joe Giulitto, CollegeInvest’s content expert, will provide valuable information about the tax advantages associated with funding for higher education and how that can be a great compliment to your estate planning. He will go into detail about the different plans available as well as compare common vehicles used to save for education. Learn best practices in addition to getting all of your questions answered!

Joe Giulitto
CollegeInvest
303-376-8839
jgiulitto@collegeinvest.org
 

Common Probate & Estate Planning Questions

Amanda will be providing valuable information about probate and estate planning. Specifically calling on her 13 years of practicing law and the questions she hears and wishes more people asked about probate and estate planning. You won’t want to miss this discussion!

Amanda Vinton Weisseg, Esq.
The Vinton Law Firm 
719-322-3661
amanda@thevintonlawfirm.com