March 30th, at noon, Fred Lanier from JP Morgan – The Market
April 1st, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com
April 2nd, at noon, Brian Schleicher, Georgia Corporate Attorney -PPP/EIDL- The Cares Act
April 3rd, at noon, Waldo Waldman – Never Fly Solo
April 6th, at noon, Byron Sanford, Georgia Corporate Attorney – PPP/EIDL- The Cares Act
April 8th, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com
April 10th, at noon, Robert Frutoz @ Fidelity Asset Management – The Market
April 13th, at noon, Invesco Nick Kalivas
April 15th, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com
April 17th, at noon, Prudential – Identity Theft
April 22nd, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com
April 24th, at noon, Robin Moriarty author of “What Game are you Playing”
April 27th, at noon – Nutrition Ventures LLC, Julie Taube - Healthy Weight Coach & Professional Speaker
April 29th, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com
May 1st, at noon – Delaware Life Social Security
May 4th at Noon – Fred Lanier JP Morgan Investments
May 6th at 9 am #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com
May 11th (Monday) at noon Andy Lipman
Please join us. If you are interested in attending please email Laura@financialinnovations.biz so that you can receive the link and the password. We will continue this Zoom series throughout May as long as the quarantine/shelter in place takes place. All previous zoom webinars have been recorded, and can be accessed here. Please note that our speakers are not affiliated with Financial Innovations LLC or Triad Advisors.
Who We Are
We are a team of experienced professionals ready to help you pursue your personal and financial goals.Learn More
What We Do
We help you with your tax, financial, and legal concerns - all under one roof.Learn More
Why We Do It
Simply put - we care about your success. We enjoy making a difference in your life.Learn More
Your Financial Partner
As you reach new milestones in life, your definition of financial success, your goals and your needs will likely change. At Financial Innovations, LLC, our purpose is to help you clearly determine specific monetary objectives while providing a roadmap designed to lead you toward your ultimate goals.
Our comprehensive services include wealth management, retirement planning, tax planning, estate planning, and financial planning. We are also able to assist with legal services. At each stage of your life, Financial Innovations, LLC, is by your side. Together we create and execute a steady, smart path of forecasting and investments. Contact us today to get started.Contact Us
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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With alternative investments, it’s critical to sort through the complexity.
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Making the most of surprises is a great reason to work with us.
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