Events
Webinars: Market Monthly
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.
Tax Planning in Action: Strategies for Today and Savings for Tomorrow
Tuesday, September 1, 2026, from 11 am - Noon
Join Les Smith & Clay Mallard for a discussion on tax planning strategies that could help reduce your tax burden and avoid surprises next April. We'll cover topics such as Roth conversions, IRMAA surcharges, the widow's tax penalty, inherited IRA distribution rules, and more. Bring your questions to ask live or submit ahead of time during registration.
Election Years and the Market: Why Staying the Course Matters
Thursday, October 1, 2026, from 11 am - Noon
Take a deep dive with the Smith Complete Wealth team into how markets have performed during past election years and what history can teach investors. We'll separate headlines from long-term investing principles and discuss why staying focused on your financial plan is often more important than reacting to election results. Bring your questions to ask live or submit ahead of time during registration.
Planning for the Healthcare Costs You Can't Predict
Monday, November 2, 2026, from 11 am - Noon
Your healthcare decisions today can affect your finances for years to come. Join us for an important conversation about Long Term Care options including Medicare, HSA strategies, and ways to prepare for healthcare costs that could otherwise derail your retirement goals. Bring your questions to ask live or submit ahead of time during registration.
Will Your Hard-Earned Wealth Transfer According to Your Wishes?
Tuesday, December 1, 2026, from 11 am - Noon
The holidays bring families together, making it the perfect time to start important conversations about your legacy. Join us as we discuss common estate planning 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.