Clay Thornton | AAMS®, AIF®

Bill Laird | CFA, CFP®

Jason Lunsford | MBA, CRPS®, AAMS®, AIF®, PPC™

This webinar, provided by DHG's Wealth Advisory Group, will focus on the basic skills and knowledge you need to better manage your money and plan for a happy and healthy retirement. Initially created internally for DHG and now available publicly.

Philip Moser | CFP®

Amy Manning | CFP®

Maria Tobin | CLU, ChFC, LUTCF with DHG Agency

Our team of specialists discuss some of the financial milestones you may encounter as you get established in life: buying a vehicle, buying a house, saving for college, buying insurance, and building net worth. You’ll hear how to plan for major purchases, prudently manage your debit, hear about the varied types of insurance and savings for kids’ college tuition. Initially created internally for DHG and now available publicly.

Dave Koppenheffer / Associate Advisor
This session will discuss financial planning for individuals just starting their career or those starting to think about saving and investing for the first time. You’ll hear tips on how to create a budget, the importance of building an emergency fund, how to develop a plan to pay off student loans, investing for the first time and a summary on 401(k) plans and other savings vehicles. Initially created internally for DHG and now available publicly.

Dollie Halford | CFP®, CDFA™

Maria Tobin | CLU, ChFC, LUTCF with DHG Agency

This first session will focus on financial fitness for women, where, at some point in their lives, 95% will become the sole financial decision maker for their family. Yet studies show that, on average, women feel they lack confidence and knowledge in making wise financial decisions. Join us for an insightful look at some of the financial issues unique to women, as well as an overview of investing and financial planning. Initially created internally for DHG and now available publicly.