Watch as the experts at Brightworth answer your personal finance questions
Which Pension Option is Right for Me?
If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.
Choosing Between Job Offers
Financial experts Tom Presley and Bud Boland share tips on selecting the best job offer in today’s competitive corporate environment.
Tax Tips for 2021 and Beyond
Join father/son CPA duo and tax experts Ryan and Harold Halpern for a concise 30-minute presentation on ways to help reduce taxes for 2021, and what working professionals should be doing today if tax rates rise.
Divorce Later in Life? How to Prepare Legally and Financially
Family law expert Steve Andrews and Brightworth’s finance expert Lisa Brown present a concise 30-minute discussion for those who want to understand the legal and financial implications of “gray divorce”.
How Should You Invest Your 401(k) Now?
The experts at Brightworth discuss how working professionals can decide if their 401(k) investment strategy is in good shape
How will your heirs inherit your 401(k)? Estate Planning for Busy Executives
The experts at Brightworth discuss three estate planning mistakes busy executives make with their 401(k) plan, stock options, deferred compensation accounts, and more.
When Should I Exercise My Company Stock Options?
The experts at Brightworth help you answer your questions about when and how to exercise your company stock options. Hear from wealth advisors Lisa Brown, Tom Presley, and Wesley Wood.