Client Speaker Series

Heritage Financial Consultants places a high value on client partnership and education. Our goal is to not only provide advice, but to empower our clients to own and achieve their personal finance, business and investment goals.

One of the ways we do this is by partnering with other industry experts to bring you timely, relevant insight through the Heritage speaker series. Our speakers series features special guests from around the country, addressing your investment and financial planning questions.

Future Webcasts

Check back for upcoming webinars.

Past Webcasts

We invite you to explore our collection of past Client Speaker Series webcasts.

Update on the 2018 Economic & Market Outlook

Heritage Financial Consultants has partnered with David L. Braun, CFA, FSA, FRM, Portfolio Manager and Managing Director at PIMCO, to host a webinar on May 2, 2018 to share PIMCO’s assessment of the financial markets through its Client Speaker Series: “Update on the 2018 Economic & Market Outlook.”

PIMCO’s assessment of the global and US financial markets, provides an update on inflation predications, reviews recent and potential interest rate changes and grants us insights in to PIMCO’s strategies to withstand market volatility.


 

Tax Cuts & Jobs Act: Impact on Individuals and Businesses

Heritage Financial Consultants has partnered with local CPA, Harry J. Plack, CPA/PFS, CVA, CFE, CMC, Plack Group LLC, to host a webinar to address the recent Tax Code Changes through its Client Speaker Series: “Tax Cuts & Jobs Act: Impact on Individuals and Businesses” on February 12, 2018.

Congress passed a 1,100-page tax bill on December 20, 2017 that will result in the most sweeping tax reform that Americans have seen in decades. It will affect every American at every income level: whether you are a wage earner, a small business owner or a retiree—the tax reform is likely going to impact your tax filing and retirement planning.