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Webinars

With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.

UPCOMING WEBINARS
TBD

PAST WEBINARS
Raising Smart Money Kids

Kids learn the basics in school–reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

I believe it’s important to start talking about finances early, when kids are young. You can begin to share your values and help them shape their views on money in a culture that places a premium on “things,” not savings.

While we can’t shelter our children, we can teach them. It’s why I’ve created a guide of practical tips that I believe will help put your kids on the right path. Join us as we discuss the tips for teaching kids about money.

Date: December 18th, 2019
Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020

Some of the topics Matt covers in this webinar include:

  • Recession risks facing the U.S.
  • State of the consumer
  • Health of the jobs market
  • What the leading indicators are telling us
  • Our expectations for the stock market for the rest of 2019

In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in the third quarter of 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for the remainder of the year.

Date: October 17th, 2019
Second Quarter 2019 Market Recap and Outlook: Historically typical volatility returned in the second quarter of 2019. This volatility resulted in a pullback in excess of 6% in the S&P 500 during the month of May before recovering, then finishing near all-time highs by the close of June.

Influencing factors included:

  • Uncertainty surrounding U.S.-China trade relations
  • Future Federal Reserve interest rate policy
  • The state of the U.S. and global economies

Matt Wilson, CFP® discusses what drove the markets performance for the 1st half of 2019 and what to expect for the rest of the year.

Date: July 25, 2019
2019 Market Update and Commentary: Matt Wilson, CFP® takes a look back on the first quarter of 2019 year and share his thoughts on what we may expect for the remainder of the year.
How Tax Planning Changes Through Four Stages of Retirement 

Date: April 3, 2019

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Important Disclosures

KWMG, LLC DBA Keen Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keen Wealth Advisors and its representatives are properly licensed or exempt from licensure.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keen Wealth Advisors unless a client service agreement is in place.