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2021 Events

During 2021 we have a lot of events in store for you. We plan to cover the following topics via virtual and (hopefully) in-person events:

  • All ages welcome retirement planning workshop
  • What you need to know about taking your RMD
  • Your Social Security questions answered
  • and MORE

The best way to make sure you hear about these events is to be on our email list.

Get On Our Email List To Receive ALL The Invites 

Upcoming Events

March 23rd // RMDs In 2021
During the call we will cover all the basics on what you need to know about Required Minimum Distribution, explain how the 2020 changes to RMDs impact this year's withdrawal requirements, discuss tax planning strategies as they relate to RMDs, and answer any questions you might have. Click Here To Register For This Event

What's Next?

Check back here for more events from Stein Financial Group.

Past Events

February 24th // 2021 State of the Markets

See how the markets performed during the most unexpected year we've seen in a while. Watch the replay for a comprehensive review of market activity in 2020 and a look at our predictions for what may happen in 2021.

 Virtual Event replay: 2021 State of the Markets

                               Questions? Contact lblair@steinfg.com

January 21st // Family Financial Series Pt 1: Pursuing Success at Every Generation

For this event, we took time to teach attendees how to help their talk about and retain wealth within their families.

Watch the webinar replay below to understand how to talk about money so that you can keep your family financially healthy for generations to come. 


                               Questions? Contact lblair@steinfg.com

December 2nd // Q & A with a Doctor

On December 2nd we got to spend an hour with a very special guest Dr. Ron Kaufman, M.D. 

We wanted to invite someone to answer some of your burning medical questions, as we know this is an uncertain time for all of us.

Dr. Kaufman covered a lot of common questions about COVID-19, addressed valid mental health concerns as we head into winter, and discussed what the world might look like after this. Click the link below to watch.


                               Questions? Contact lblair@steinfg.com

November 11th // 2020 Election and the Markets

We took a deep dive into how the election and the markets interact with each other both on a historical basis as well as in 2020. 


                               Questions? Contact lblair@steinfg.com