Webinars

Welcome to our past webinar archive page, where you can find all the recorded sessions from our previous webinars. We understand that not everyone can always attend our live events, which is why we have made sure that all of our valuable content is available for you to watch at your leisure. Our webinars cover a range of topics related to business and personal development, featuring industry experts and thought leaders as speakers. Take a look through our library and access the best of our previous webinars. 

One Big Beautiful Bill Act - What the New Tax Law Changes Mean for You

Recent tax law changes under the One Big Beautiful Bill Act introduce meaningful opportunities - and important planning considerations - for individuals, families, retirees, and business owners. Many of these provisions are temporary, making timing and coordination more important than ever.

Join Jeff Whitaker as he breaks down what’s changed, what hasn’t, and where proactive planning may help you make the most of these new rules.

To learn more and begin the conversation with us, visit https://www.jacksonandwhitaker.com/contact

Webinar: Tax-Efficient Charitable Giving: Missed our most recent webinar on tax-efficient charitable giving? Don't worry! We've got you covered.

In November of 2025, Jeff Whitaker, CFP®, CRPC, MSFS, hosted a charitable giving webinar exploring practical ways to support the causes you care about while being smart about your taxes.

Jeff walked attendees through key strategies that can help maximize both the emotional and financial impact of giving. From understanding when to itemize deductions to leveraging tools like Qualified Charitable Distributions (QCDs) and Donor Advised Funds (DAFs), the webinar was packed with actionable insights.

Highlights included:

• How your tax bracket influences your giving strategy
• The benefits of “bunching” donations for bigger deductions
• Real-life examples showing how these approaches can lead to significant tax savings
• Whether you’re a seasoned donor or just starting to explore charitable giving, this replay is a must-watch for anyone looking to give more effectively.

If you want to explore giving strategies or your financial situation in more detail, please contact our team.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Webinar: Artificial Intelligence and Investing: Missed our most recent webinar on AI and investing? Don't worry! We've got you covered.

Generative AI is all over the news. No matter where you look, headlines everywhere are talking about this revolutionary “new” technology. Artificial Intelligence presents a myriad of investment opportunities, driven by its potential to revolutionize productivity and spur economic growth. Understanding its evolution, current state, and future prospects is crucial for making informed investment decisions in this rapidly advancing field. Learn how AI affects your investments.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Brad Warden and McQuarie are not endorsed by or affiliated with LPL Financial and Jackson & Whitaker.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Webinar: Healthcare & Retirement with Vanguard: Missed our recent webinar on healthcare & retirement? Don't worry! We've got you covered. Tune in to the replay of this insightful session featuring professionals from Vanguard as they delve into the crucial intersection of healthcare and retirement planning. With the ever-evolving landscape of healthcare costs and retirement savings, this webinar will provide you with valuable strategies and guidance to navigate these complex topics. Learn how to optimize your healthcare options during retirement while ensuring your financial future remains secure. From Medicare enrollment to long-term care considerations, our speakers offer practical advice to help you make informed decisions. Gain a deeper understanding of healthcare coverage, retirement account withdrawals, and how to effectively align your healthcare expenses with your retirement goals. Don't miss this opportunity to catch up on vital information and take control of your healthcare and retirement plans.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Julia Fuentes and Vanguard is not affiliated with or endorsed by LPL Financial Jackson & Whitaker.