Media Center

June 2022 State of the Firm

TOPIC: "Cybersecurity in 2022 and Beyond."

Speaker: Brian Cohen


May 2022 State of the Firm

TOPIC: "FAQ's and PFS firm updates."

Speaker: William Phillips


April State Of The Firm 2022

TOPIC: "Asset Management Tools"

Speaker: Derek Allen of J.P. Morgan


March State of the Firm 2022

TOPIC: "Charitable Giving, Trusts, and Much More"

Speaker: William Phillips


February State of the Firm 2022

Topic: "529 Plans and You".

Speaker: William Phillips


PFS January Market Volatility Update

Please click on link below for the "J.P. Morgan Guide to the Markets" referenced in this video

GUIDE TO THE MARKETS

January 2022 State of the Firm

Topic: "Understanding Your Required Minimum Distributions".

Speaker: William Phillips

November 2021 State of the Firm

Speaker: William Phillips

October 2021 State of the Firm

Speaker: William Phillips

September 2021 State of the Firm

Speaker: William Phillips

July 2021 State of the Firm

Speaker: Nancy Gusman

June 2021 State of the Firm

Speaker: Andrew Cooper

May 2021 State of the Firm

Speaker: Derek Allen

April 2021 State of the Firm

Speaker: Brian Cohen

March 2021 State of the Firm

Speaker: Andrew Cooper

February 2021 state of the firm

Speaker: Andrew Cooper