Market Update + Year End Tax Planning
On November 9th, Investment Manager and Wealth Advisor, DJ Wright, gave an update on the markets. CEO and Founder, Julia Carlson gave some year-end tax planning ideas as we approach the end of the year.
On October 19th, President and Wealth Advisor, Chandran Rajaratnam, Vice President and Chief Operating Officer, Jason Harris, and Marketing Manager and Wealth Advisor, Sammie Guajardo, went over different Medicare options. They also discussed 2023 numbers and what the right Medicare plan might be for you.
On September 13th, Vice President and Chief Operating Officer, Jason Harris, and Wealth Advisor, Edgar Villegas, talked about the different Oregon PERS options.
Market Analysis & Outlook
On August 10th, Investment Manager and Wealth Advisor, DJ Wright. and Josh Weaver of First Trust, looked at how the market is doing, and looked ahead to the second half of the year.
Financial Tips For Millennials
Market Update & Behavioral Finances
Women Empowering Women
Julia Carlson, CEO and Founder, and Sammie Guajardo, Marketing Manager and Wealth Advisor, talked about ways women can be empowered financially to celebrate International Women's Month.
March 9th, 2022
Chandran Rajaratnam, President and Wealth Advisor, and Edgar Villegas, Wealth Advisor, walked through Social Security topics, such as, how retirement benefits are calculated, tax considerations, and options for married couples and divorcees.
Feb 9th, 2022
Sustainable Investing: Create A Positive Impact On The Planet
Learn how to help the planet and still have the potential to outperform the market.
Julia M. Carlson hosted a discussion about sustainable investing and its positive impact on the planet with David J. Wright (DJ) of Financial Freedom WMG and Gabe Rissman of YourStake.
Jan 12, 2022
Year-End Tax Strategies and Charitable Giving Strategies
CEO and Founder, Julia Carlson, and President and Wealth Advisor, Chandran Rajaratnam talk about different tax strategies, charitable giving strategies, and potential tax laws
December 8th, 2021
Cyber Security Made Simple
Jason Harris, Vice President and Chief Operating Officer of Financial Freedom Wealth Management Group welcomed Joe Hill and Mike Terry of LPL Financial LLC as they walked through preventative measures against cyber security attacks.
Nov 10 2021
If you do not have Medicare feel free to forward this video to a friend or family member who does.
Chandran Rajaratnam and Matt Beck walked through an overview of Medicare, 2022 estimations, and what is the best plan for you.
Oct 13 2021
If you do not have Oregon PERS, feel free to forward this video to a friend or family member who does.
Jason Harris CFP® and Edgar Villegas walked through an overview of Oregon PERS, recent changes, and how it fits into your retirement strategy.
Sept 8 2021
Family Wealth Conversations
In this webinar, we will discuss how your family and heirs can have significantly more success into future generations.
Join Julia Carlson, CEO and Founder, and Sammie Guajardo, Wealth Advisor and Marketing Manager, as they explore how the estate you've worked so hard to build can serve your family well, and even last through more than one generation.
Aug 11th 2021
2021 LPL Market Mid-Year Outlook With Special Guest Ryan Detrick, CMT
The U.S. stock market was supported by tremendous fiscal stimulus in 2020 and into 2021, but what about the future? Should we be concerned about inflation and rising interest rates? And what impact will the post-COVID reopening have on our economy?
Julia M. Carlson and DJ Wright welcomed Ryan Detrick, Senior Vice President and Chief Market Strategist of LPL Financial LLC to give us his view on the markets
July 20th 2021
Revealing The Retirement Trifecta
Can you really “have it all” when it comes to retirement planning? Yes, but this type of successful planning requires a strategy.
Join Julia M. Carlson, CEO and Founder of Financial Freedom Wealth Management Group and DJ Wright, Wealth Advisor and Portfolio Manager, as they Reveal The Retirement Trifecta with proactive accumulation, tax efficient distribution, and smart investment strategies.
June 9th 2021
Financial Tips For Your 20s And 30s
Personal finance goals are different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you may be navigating the challenges of paying off education debt, establishing yourself in a new career, buying a home, starting a family, or any combination of these.
You may think that you have all the time in the world to set up a financial strategy, but time goes by more quickly than you expect. So where do you begin? Portfolio Manager and Wealth Advisor, DJ Wright and Wealth Advisor, Edgar Villegas discuss what you can do now to set the stage for a comfortable financial future.
May 12th 2021
Long-Term Care - What is it? Why do you need it?
As we get to the last third of our lives, the priorities that we need to take care of change. One of the key items is preparing for potential long-term care needs. Most people will need some type of long-term care services in their lifetime, ranging from in-home care to skilled nursing facilities.
Watch our Long-Term Care webinar where our long-term care specialist and Wealth Advisor, Catherine Valega, and Vice President and Wealth Advisor, Jason Harris, will lead this very important discussion.
April 14th 2021
Social Security -
On March 10, Chandran Rajaratnam, President of Financial Freedom Wealth Management Group, talked through Social Security topics such as, how retirement benefits are calculated, tax considerations, and options for married couples and divorcees. In addition, our Portfolio Manager, DJ Wright provided a market update in preparation for the economy to reopen.
March 10th 2021
International Women's Day - Women Empowering Women -
In honor of International Women's Day Julia M. Carlson, AIF® CEO and Founder, and Catherine Valega, CFP®, CAIA of Financial Freedom Wealth Management Group, will be hosting a webinar dedicated to helping women build financial confidence.
Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve. Understanding today’s financial landscape can help women rise to the challenge, know their worth, and take control of their futures.
While we can’t create economic equality overnight, we can help make sure every woman is fully equipped, supported, and prepared to pursue her own unique goals. Let’s get to work, together.
Share this Webinar with all the amazing women in your life!
March 8th 2021
Talk Money With Your Honey -
In February, we are encouraged to celebrated love and relationships. What could possibly disrupt our feelings of love? Money. When we talk about money in relationships of any kind, we’re bound to find some frustration and tension. But it doesn't have to be that way!
Join Julia M. Carlson, AIF®, CEO and Founder, and Jason H. Harris, CFP®, Vice President, as they walk you through how to have open and honest money conversations with your partner. Having regular financial dates can help you build a money plan together and create systems to harness the power of each other’s strengths.
Plus, we have a few tips for those talking money without a partner. Everyone’s welcome to join in and learn!
February 10th 2021
Market Update and Tax Planning - Julia M. Carlson, CEO and Founder, Chandran Rajaratnam, President, and Jason H. Harris, CFP®, Vice President, hosted our first educational webinar of the year. They shared an exciting announcement about our new east coast location, introduced our new team members, provided a market update, and discussed tax planning.
January 13th 2021
Your Love Letter For a Lasting Legacy - Coping with the death or the disability of a loved one is difficult. Join Julia M. Carlson, CEO and Founder, and guest Reverend Holli E. Rajaratnam, Ordained Ministerial Counselor, as they discuss why a love story has more ability to heal and connect us than a financial story ever could. During the Webinar, they will share how writing a Love Letter could help your loved ones heal after you are gone and continue your legacy.
Please visit our Resources Page to learn more about how to write a love letter that could help your loved ones heal after you are gone and continue your legacy.
December 9th 2020
Post-Election Year-End Financial Planning Webinar - With election day behind us, Julia Carlson, Founder and CEO and David J. Wright (DJ), Portfolio Manager and Wealth Advisor will go over year end tax planning strategies, provide a market update and review charitable giving opportunities.
November 11th 2020
Oregon PERS & Your Retirement Strategy - Join Julia M. Carlson, CEO and Founder of Financial Freedom Wealth Management Group, and Jason Harris CFP®, Vice President, as they walk you through an overview of Oregon PERS and how it fits into your retirement strategy.
October 14th 2020
Pre-Election Financial Planning Webinar - Julia will be discussing how the results of the 2020 Election may impact your investments and tax planning. She will provide a detailed review of tax policy proposals from both major party candidates, as well as planning ideas and charitable giving strategies for either administration.
October 7th 2020
Medicare and Market Update - Chandran Rajaratnam, President of Financial Freedom Wealth Management Group, will guide you through Medicare and Medicare approved plans from private insurers. In addition, our Vice President, Jason Harris, and one of our Wealth Advisors, DJ Wright will provide a market update in preparation for the election.
September 9th 2020
Principles of Long-Term Investing - Discover key principles that will help you invest with resilience during a time when negative marketing headlines can create panic, and investing has become increasingly complex.
August 12th 2020
Estate Planning 101 - Discover the Basic Elements of an Estate Plan and Why You Should Have One
July 8th 2020
Take Control of Your Money & Pursue Financial Freedom - Basics of Personal Finance & Money Management
June 10th 2020
2020 Spring Webinar 3 - Market Update & Retirement Planning Considerations
May 11th 2020
2020 Spring Webinar 2 - Market Update & The SECURE Act
April 21st 2020
2020 Spring Webinar 1 - Market Update & Our Investment Strategy
April 8th 2020
Take Control of Your Money
Julia Carlson & DJ Wright May 21st 2019
Investing For Your Future
Julia Carlson & DJ Wright July 16th 2019