top of page
iStock-1317965481.jpg

intellicasts

webinars on financial topics you need to know!

upcoming webinar dates

August 13, 2024

4 - 5 pm ct

Digital Book

transitioning to retirement

September 10, 2024

12 - 12:30 pm ct

Digital Book

how much do I need to retire?

October 8, 2024

12 - 12:30 pm ct

Digital Book

understanding medicare

past webinar recordings

July 23, 2024

Digital Book

intellicents' take on the market July 2024

May 14, 2024

Digital Book

healthcare expenses in retirement

February 27, 2024

Digital Book

efficient wealth transfer

July 9, 2024

Digital Book

understanding health insurance

April 23, 2024

Digital Book

intellicents' take on the marketing April 2024

February 13, 2024

Digital Book

social security: a conversation with BlackRock

June 11, 2024

Digital Book

wills, trusts, and estate planning

April 9, 2024

Digital Book

back to basics: investments 101

January 23, 2024

Digital Book

intellicents' take on the market Q1 2024

May 28, 2024

Digital Book

planning for college

March 12, 2024

Digital Book

let's look at your debt

January 9, 2024

Digital Book

spending plan and emergency savings

toll free  800.880.4015

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. intellicents' website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services offered through intellicents investment solutions, inc., an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

© 2024 intellicents inc. all rights reserved.

bottom of page