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FINANCIAL WEBCASTS

Legend Financial Advisors, Inc.® (Legend) is proud to present our series of Complimentary Webcasts for those interested in learning more about various economic and investing topics.  Please view any of our previously recorded educational Webcast presentations listed under "Archived Webcasts" (listed below).


Archived Webcasts

To view Webcasts from 2019 or 2018 please click on the year below.

 

2020
Using Sectors And Sub-Sectors To Outperform Stock Markets
 


Download Webcast Slides
  |  August 13 and 19, 2020

Bonds Are No Longer Safe Investments!
 


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  |  July 15 and 16, 2020

Coronacrash: What's Working - What's Not?
 


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  |  June 4, 2020

How The CARES Act Impacts You?
 


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  |  May 13 and 14, 2020

The SECURE Act And How It Could Affect Your Retirement And Estate Plan
 


Download Webcast Slides
  |  April 29 and 30, 2020

The Coronavirus Market Sell-Off: Next Steps!
 


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  |  March 16 and 17, 2020

2020 Financial Markets Outlook: The Beginning Of The End Or Continued Opportunity?
 


Download Webcast Slides
  |  January 20 and 23, 2020

2019
Last Chance To Reduce 2019's Income Taxes
 


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  |  October 23 and 24, 2019
 
Medicare Open Enrollment – Avoiding Critical Mistakes
 


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  |  September 18 and 19, 2019
 
Buying Individual Stocks In The 9th Inning
 

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  |  August 23, 2019

Balancing Education and Retirement
 

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  |  July 25 and 30, 2019

Will You Outlive Your Money?: Creating A Post-Retirement Plan
 

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  |  May 21 and 29, 2019

Do You Have Enough Money To Retire?: Creating A Plan To Prepare For Retirement
 

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  |  April 23 and 29, 2019

Save 2018 Income Taxes! Last Minute Tax Planning Tips
 

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  |  March 20 and 26, 2019

Opportunities For Interest Generating Investments Over The Next Three Years
 

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  |  February 21 and March 7, 2019

Avoid The Train Wreck!: 2019 Financial Markets Outlook
 

Download Webcast Slides
  |  January 17 and 24, 2019

2018
Improve Investment Returns: Avoid Harmful Income Tax Surprises When Investing In Exchange-Traded Products And Mutual Funds
 

Download Webcast Slides
  |  December 5 and 13, 2018

Investing Profitably Through The End Of The Bull Market And Through The Next Bear Market
 

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  |  Nobemer 5 and 7, 2018

Last Chance To Reduce 2018 Income Taxes
 

Download Webcast Slides
  |  October 18 and 24, 2018

Medicare Open Enrollment - Avoiding Critical Mistakes
 

Download Webcast Slides
  |  September 20 and 25, 2018

Save or Shred – New Rules For Financial Document Retention!
 

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  |  August 23 and 28, 2018

Social Security Planning:What You Need To Know To Maximize Retirement Income
 

Download Webcast Slides
  |  August 8 and 13, 2018


 

Legend’s Fee-Only And Transactions Disclosure:
 

1 Legend Financial Advisors, Inc.® (Legend) is a Fee-Only Advisory Firm.  Fee-Only Means Legend Never Receives Any Commissions.

Legend’s Clients Will Not Pay (a) a Transaction Fee (also Known as a Trading Fee or Commission) for Exchange-Traded Funds (ETF’s) and/or Exchange-Traded Notes (ETN’s) as well as Exchange-Traded Equities through Virtually All Custodians that Legend Utilizes. However, Open-End Mutual Fund Trading Fees Are Charged by Custodians.

Legend will Trade Open-End Mutual Funds, Usually an Institutional Share Class, if available, on Behalf of the Client, Through a Few Non-Related Institutional Custodians.

An Institutional Share Class of an Open-End Mutual Fund is Usually the Lowest Cost Share Class with Regard to the Expenses it Charges.  Therefore, Legend Utilizes No-Load, Institutional Cost, Share Classes of Open-End Mutual Funds.

Due to its Desire to Reduce its Clients’ Investment Costs.  As a Result, Legend’s Clients Often Pay a Small Transaction Fee for Institutional Mutual Fund Trades to the Custodian (Also Known as a Trading Fee or Commission).

Legend Never Receives any Portion of Such Fees/Commissions.

(a) Please Note Certain Custodians that Legend May Use to Accommodate Certain Clients May Charge a Very Small Transaction Fee.



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