Watch Now:

Looking Back, Looking Ahead: What's Next For 2023

HubSpot Video

Time Stamps:

  • 00:00-01:15 - Intros and overview
  • 01:16-09:14 - Year 2022 in review
  • 09:15-19:49 - Financial planning tips
  • 19:50-29:59 - Investment update

What you will learn:

Join us for a conversation reviewing the 2022 investment landscape, sharing our team and company highlights, and advising on financial planning action steps for 2023.

We'll discuss:

  • The 2022 financial and investment landscape

  • 2022 Burney Wealth Management team and company updates

  • Financial and investment action steps for 2023

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.


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