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Whether it’s the state of the economy or markets, your retirement, tax planning and much more; Zoe’s expert advisor panels are here to help you make informed decisions regarding your financial future.

Featured Session

Own Crypto? Your Tax Payday is Coming

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Past Sessions

Pros & Cons_ RIAs and Big Banks | Zoe Advisor Panel | April 2021-16-01
How to: Interview An Advisor
Coronavirus, The Economy, and Your Investments Virtual Panel
COVID-19 & Your Retirement Virtual Panel
Smart Investing: Stocks vs ETFs
WEBINAR THUMBNAILS YOUTUBE
Investing & Politics: Are They Related?
Tackling your new year's resolutions
Tax Prep | Zoe & Costello Financial Planning | March 2021
Financial Planning for Moms | Zoe Advisor Panel | May 26 2021-3
LGBTQ+ Financial Planning | Zoe Advisor Panel | June 15 2021-4
Millennials_ Strategies for a Brighter Financial Future | Zoe Advisor Panel | July 7 2021
Financial Planning for Military Families | Zoe Advisor Panel | July 13 2021
Equity Compensation 101 | Zoe Webinar | Sept 2021
ESG Webinar | Zoe Advisor Panel | 2021
Is Your Investment Portfolio Actually Active?
How To Find An Advisor For Physicians - Zoe Webinar
Tax Benefits of Giving
Zoe Advisor Fees Webinar
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Disclosure: These videos are not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.