Watch Now:

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

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 info@burneywealth.com.

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.

performance-matters-ebook-mockup

Download the eBook:

Performance Matters

7 Steps Toward More Effective Investing

Click the button below to automatically download the 12-page eBook: Performance Matters: 7 Steps Toward More Effective Investing.

 

Download my copy

Investment Management

Economic & Market Review: Q3 2024 [Webinar Summary]

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>
Retirement Planning

Medicare Open Enrollment 101 [Webinar Recording]

Learn More >>
Financial Planning

2024 Year-End: 5 Financial Planning Reminders

With 2024 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

...

Learn More >>
Investment Management

8 Surprising Facts About Elections & The Stock Market (Webinar Recording)

Presenters: Andy Pratt, CFA, CAIA and Bijal Patel, CFP®

Learn More >>
Financial Planning

Understanding Rollovers from 529 Plans to Roth IRAs

Historically, determining the correct amount to invest in a 529 college savings account to cover the exceedingly growing cost of higher education (without overfunding it) has been a challenge. 

Learn More >>