INSIGHTS

A panel of DHGWA financial advisors will discuss basic financial principles and the foundations of investing so that you have the knowledge you need to manage your personal finances with confidence!Date:May 27, 2021Time:11:00 AM - 12:00 PM ESTPanelists: Amy Manning, CFP®, Financial Advisor, DHG Wealth Advisors (Moderator) Suzanne Holbert, CPA/PFS, Director, Vice-President DHG Wealth Advisors Ashley Israel, CPS/PFS, CFP®, Director, Financial Advisor, DHG Wealth Advisors Ellen Lindh, Financial Advisor, DHG Wealth Advisors VIEW RECORDINGClick here to register for upcoming DHG Wealth Advisors’ Women, Wealth & Work webinar series.

Are you nearing 65 and confused about signing up for Medicare? Are you overwhelmed by the brochures in your mailbox and the choices you have to make? Signing up for Medicare is a major milestone– which is why it’s important that you understand the landscape so you can make informed and educated decisions that are right for you.  

A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.

COVID-19 has disrupted the construction industry with lasting impacts on operational and financial performance. As the market continues to reshape and evolve, businesses must consider the risks and opportunities to successfully transition into the future.

DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.

Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.