Hot Coffee Hot Topics In addition to regularly scheduled financial physicals and educational seminars throughout the year, Hot Coffee Hot Topics broadcasts deliver important firm updates and information on current events and hot topics as they apply to our clients' wealth management. Episode 5 Hear from our Strategic Partner, Jessica Rafferty regarding the importance of a Will Review every couple years and Estate Planning. WATCH NOW! Episode 4 Hear from Strategic Partner, Allison Clayton on helpful tips regarding Medicare. WATCH NOW! Episode 3 Hear from partner, William Urbanik on investing in politically charged times. Watch Now! Episode 2 Hear from partner, Jessica Geary about interest rate increases, unemployment and inflation, quantitative tightening and stagflation. Watch Now! Episode 1 Watch Now!
