Events
Webinars
Kick off each month with the team at Smith Complete Wealth to discuss timely topics impacting the markets and your financial plans. Each webinar will feature a presentation and time for Q&A, and will be recorded & posted on this page for future viewing. Whether you're a client or simply interested in learning more, you're welcome to join us. Registration is required for each event; scroll down to the webinar you plan to join and click the "Register Here" button.
Will Your Hard-Earned Wealth Transfer According to Your Wishes?
Wednesday, November 4, 2026, from 11:30 am - 12:15 pm CT
The holidays bring families together, making it the perfect time to start important conversations about your legacy. Kick off the holiday season with a discussion of common estate planning & will questions including trust strategies, beneficiary reviews, family governance, charitable giving, and practical steps to help ensure your wealth is transferred according to your intentions. Bring your questions to ask live or submit ahead of time during registration.
Previous Webinars
Watch recordings of past webinars hosted by Smith Complete Wealth.
Planning for the Healthcare Costs You Can't Predict
October 1, 2026
Les Smith & Clay Mallard discussed healthcare costs in retirement, including Medicare decisions, HSA strategies, long-term care options, and ways to prepare for healthcare costs that could otherwise derail your goals.
Tax Planning in Action: Strategies for Today and Savings for Tomorrow
September 1, 2026
Les Smith & Clay Mallard discussed tax planning strategies that could help reduce your tax burden and avoid surprises next April. We covered topics such as Roth conversions, IRMAA surcharges, the widow's tax penalty, inherited IRA distribution rules, and more.