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Webinars

Proposed Tax Law Changes

Proposed Tax Law Changes

November 18, 2021

Chad interviewed Kelli Walker, CPA of Walker Accounting & Tax, LLC, to discuss the proposed tax law changes.

Kelli Walker
(740) 277-6388
Kelli@WalkerCPA.biz

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Medicare from A to Z

Medicare from A to Z

October 21, 2021

Chad interviewed Medicare Specialist Jonathan Hoop. An independent agent with extensive experience in the health and wellness industry, Jonathan handles all Senior Benefits and Medicare planning. They discussed the timely topic of Medicare, including: What you need to know, what questions you should ask when picking a plan, the best kept secrets and what changes are in store for 2022.

Jonathan Hoop
(740) 502-7857
jonathan@disbennettwmg.com

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How To Protect Your Assets from the Nursing Home

How To Protect Your Assets from the Nursing Home

September 23, 2021

Chad interviewed Jennifer Sitterley of Sitterley Law during this episode of Chatting with Chad. Jennifer talks about Crisis Planning and shares some secrets about how to protect your assets from the nursing home, leaving more to your family.

Jennifer Sitterley
(740) 681-1765
jennifer@sitterleylaw.com

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What You Need to Know About Insurance to Save You Thousands

What You Need to Know About Insurance to Save You Thousands

August 19, 2021

During this episode of Chatting with Chad, Chad interviewed Property Liability Specialist Scott Hammersand of Overmyer Hall  Associates.

Scott Hammersand
(614) 453-9378
shammersand@oh-ins.com

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Cybersecurity, ID Theft & Consumer Scams

Cybersecurity, ID Theft & Consumer Scams

August 19, 2021

During the Chatting with Chad webinar, Chad interviewed Ryan Lippe, Consumer Educator at the Ohio Attorney General's office.

To learn more or file a complaint, visit ohioprotects.org or call 800-282-0515

This event is not sponsored by the Ohio Attorney General's Office. The Ohio Attorney General's
office does not specifically endorse or recommend Disbennett Wealth Management Group or any products or services affiliated with Disbennett Wealth Management Group.

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Chatting with Chad

Chatting with Chad

August 15, 2021

In this episode of Chatting with Chad, Chad and Nathan answered your questions, including Who is Cambridge; Social Security Proposed Changes; and When are we breaking ground on the new building?

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Chatting with Chad

Chatting with Chad

March 17August 15, 2021

In this episode of Chatting with Chad, Chad and Nathan answered your questions: Actions we can take to fight high inflation; What we need to know about Unemployment Fraud; and the Game Stop trading frenzy.

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Level-Headed Perspective

Level-Headed Perspective

July 9, 2020

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Navigating the Post COVID-19 Reality

Navigating the Post COVID-19 Reality

May 28, 2020

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How to Benefit from the $2.2 Trillion Stimulus Bill

How to Benefit from the $2.2 Trillion Stimulus Bill

April 1, 2020

In addition to an update on the coronavirus outbreak, we interview CPA Tax Expert Kelli Walker of Walker CPA Accounting & Tax about the $2.2 trillion stimulus bill that just passed.

Kelli Walker
(740) 277-6388
Kelli@WalkerCPA.biz

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3 Things You Must Know NOW About COVID-19 & Taxes

3 Things You Must Know NOW About COVID-19 & Taxes

March 27, 2020

We take a deep dive into what's going on right now, things that are pending that may affect clients, and some facts that you may now know about tax filings.

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Economic Outlook Amid COVID-19

Economic Outlook Amid COVID-19

March 20, 2020

We discuss the economic outlook amid the coronavirus outbreak, providing perspective.

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