Financial Webcasts

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 below.




Find out how to take advantage of the Medicare Open Enrollment period that begins on October 15th and ends on December 7th, 2021.  Jim Holtzman, CFP® will present “Medicare Open Enrollment - Avoiding Critical Mistakes”, a Free Webcast on Wednesday, September 22nd at Noon Eastern Time and Thursday, September 23rd at 7:00 p.m. Eastern Time.  Jim will discuss critical issues that individuals need to take into consideration when making their choices for Medicare or Medicare Advantage Plans.


Jim Holtzman, CFP®, is a Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.® and its sister firm EmergingWealth Investment Management, Inc.® (See Jim’s Bio).  Jim will provide important new information on the following topics:


  1. What Are The Four Parts of Medicare?
  2. How To Avoid The Medicare Enrollment Penalty?
  3. What Are The Out-Of-Pockets Costs?
  4. How To Enroll In Medicare?
  5. What Does Medicare Cover And Not Cover?
  6. What Are The Changes In Medigap Insurance?
  7. What Are Medicare Advantage Plans?

Registration is free.  Please feel free to send along this invitation to relatives, friends, colleagues, etc. to attend.


Wednesday, September 22nd at Noon Eastern Time Register Now


Thursday, September 23rd at 7:00 p.m. Eastern Time Register Now


Click on a year to obtain archived issues.


More Webcasts Below
2021 Mid-Year Outlook: Bear or Bull Markets Ahead?

Download Webcast Slides
  |  June 28 and 30, 2021


More Webcasts Below
Is It Safe To Buy Equities?

Download Webcast Slides
  |  December 9 and 10, 2020

Last Chance to Reduce 2020 Income Taxes

Download Webcast Slides
  |  November 18 and 19, 2020

Long-Term Care – Prepare For A Healthier Future

Download Webcast Slides
  |  October 28, 2020

Elections And The Stock Market

Download Webcast Slides
  |  October 14 and 15, 2020

Medicare Open Enrollment - Avoiding Critical Mistakes

Download Webcast Slides
  |  September 17 and 23, 2020

Using Sectors And Sub-Sectors To Outperform Stock Markets

Download Webcast Slides
  |  August 13 and 19, 2020

Bonds Are No Longer Safe Investments!

Download Webcast Slides
  |  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

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  |  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?

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  |  January 20 and 23, 2020


More Webcasts Below
Save 2018 Income Taxes! Last Minute Tax Planning Tips

Download Webcast Slides  |  March 20 and 26, 2019

Opportunities For Interest Generating Investments Over The Next Three Years

Download Webcast Slides
  |  February 21 and March 7, 2019

Avoid The Train Wreck!: 2019 Financial Markets Outlook

Download Webcast Slides
  |  January 17 and 24, 2019



3D Character with left hand on bright red phone next to Legend’s contact information.

 Legend Financial Advisors, Inc.®
 5700 Corporate Drive, Suite 350
 Pittsburgh, PA 15237
 Telephone: (412) 635-9210
 Toll Free:    (888) 236-5960


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