Events

🔥 New Year, New Financial Goals: What Actually Matters in Retirement

Retirement isn’t just about investment returns — it’s about how income is taxed, where withdrawals come from, and how risk fits into this phase of life. In this 30-minute webinar, Kevin Thompson, CFP®, RICP®, EA explains the three areas that matter most — taxes, income strategy, and risk — and what you can still fix early in the year to improve long-term outcomes.

The 2025 Financial Playbook: Year-End Moves That Matter

Learn key year-end financial strategies to reduce taxes, optimize investments, and prepare for 2026 in this 30-minute webinar hosted by Kevin Thompson, CFP®, of 9i Capital Group. Discover actionable tax, retirement, and estate planning tips to finish 2025 strong.

The One Big Beautiful Bill Act – 2025: What Just Happened and What You Should Do Now

Join me, Kevin Thompson of 9i Capital Group, as we break down President Trump’s newly signed legislation — the One Big Beautiful Bill Act — and explore what it means for taxpayers, investors, business owners, and retirees. This is more than just a political win — it’s a full-scale economic pivot with direct financial consequences for nearly every American household. In this 30-minute premiere, we’ll cover: ✅ What changed in the tax code — and what didn’t ✅ Key benefits for seniors, families, and business owners ✅ Surprising budget and entitlement shifts ✅ Actionable planning tips for 2025–2026 ✅ Who the winners and losers are (and how to stay ahead) 🎯 Why it matters: Many provisions begin to sunset in 2026 — you have a short window to prepare. 🔔 Reserve Your Spot / Set Reminder: [Insert YouTube premiere link here] Click “Notify Me” to be alerted when the webinar goes live.

What Now? What To Do After Tax Season

🕛 April 29th at 12:00 PM (ET) You may think tax season is over… But there’s still a lot to consider. Join us for a practical, fast-paced session covering the most important post-filing questions: ✅ Can I still file my corporate return? ✅ What if I extended—what are the consequences? ✅ What is “safe harbor” and have I paid enough? ✅ Am I accruing penalties or interest without knowing it? ✅ What deductions and credits can I still take after the deadline? This 30-minute webinar will walk you through what you can still do—and what you should be thinking about now to avoid surprises later in the year. Perfect for individuals, business owners, and professionals who want to get ahead (even after filing).

"W-2 vs. Business Owner: Who Pays More in Taxes (and How to Reduce It)"

This 20-25 slide webinar will provide a clear, easy-to-understand breakdown of who pays more in taxes—W-2 employees or business owners—and why. Attendees will learn the fundamental tax differences between employment types, which tax-saving strategies they can use immediately, and how to maximize deductions legally.

Taxes, Tariffs, and Trump – What Business Owners and Investors Need to Know! 🇺🇸📊

Why Register? 🚀 Business owners, investors, and curious minds need to stay ahead of expiring tax cuts, new tariffs, and Trump’s latest policies. Learn how these changes impact profits, supply chains, and financial planning—plus get actionable strategies to protect your bottom line. Register now!

💼 The Retirees Guide To Financial Well-Being: Maximizing Income & Minimizing Taxes 💰

Are IRMAA, Medicare, Social Security, and RMDs costing you more than expected in retirement? Join us for a free webinar where we’ll break down how Medicare premiums are impacted by income, effective Social Security trade-offs, tax-efficient distribution strategies, and whether claiming Social Security while working makes sense. Get the insights you need to keep more of your money and avoid costly retirement mistakes!

Smarter Taxes, Bigger Savings: A Guide for High Earners 🧠

Tax Planning Webinar: Maximize Savings and Stay Ahead Join Kevin Thompson, CFP®, RICP®, EA, and Kristy Cortez, CPA, on January 15th for expert insights on mastering tax strategies. Learn to minimize 2024 liabilities, prepare for 2025 changes, and navigate the tax landscape with confidence. Don’t miss this must-attend event! 💼💰

2024 US Election Outlook: Politics Don't Matter

Join us to discover why the stock market often ignores political shifts during election cycles. Learn from market experts about the real factors driving stock prices, and gain actionable strategies to confidently manage your investments, regardless of political outcomes. Don't miss this chance to demystify the impact of politics on your portfolio!

Unveiling the Psyche of Investing: Navigating Fear, Joy, and Risk

Embark on a captivating exploration of the human psyche in the realm of finance with our webinar, "Psychology of Investing." Delving into the intricate dance between the fear of loss and the joy of gain, this session unpacks the emotional drivers behind investment decisions. We'll dissect the lottery effect and its impact on risk perception, unravel the threads of FOMO, and address the pitfalls of miscalculated risk. Join our expert speakers as they equip you with valuable insights to navigate the subtle biases that can cloud rational decision-making in the world of investments. Elevate your financial acumen and gain a strategic edge by understanding the profound psychology that shapes the landscape of investing.

"Tax Mastery 2024: Navigating the Financial Frontier – Unlocking Opportunities, Maximizing Benefits, and Empowering Your Financial Future!"

Immerse yourself in the Tax Planning Webinar 2024, an exclusive virtual event designed to empower individuals and businesses in navigating the intricate realm of tax regulations. Explore important dates, discover legal opportunities to minimize tax liability, and gain insights into the latest laws and regulations. Business owners can uncover strategies to enhance their bottom line, while all participants can engage in an interactive Q&A with seasoned tax professionals. Don't miss this chance to take control of your financial future—register now for a seat at the forefront of financial excellence! 🚀💰 #TaxPlanning2024 #FinancialFreedom #KnowledgeIsPower

9i Capital Halftime Event: "Charting the Path: Reflecting on the Past, Navigating the Future"

"Unlocking Markets, The Mid-Year Halftime Report"

All About Markets