Educational Seminars

 

MoneyMattersTM Educational Webinars

Webinar Replays:

Optimizing Your Pension Benefits Webinar Replay

Options for Your GM After-Tax Savings Webinar Replay

Upcoming Webinars: 

Health Care in Retirement - May 31st 12:00 PM

Health Care in Retirement - May 31st 4:00 PM

 

 

MoneyMattersTM Topics:

Social Security
Estate Planning
Protecting Your Identity
Health Care in Retirement
Planning for College
Life and Long-Term Care Insurance
Pension Lump Sum Decision


Featured Speaker: David Kudla

David Kudla conducting an educational seminar in Grand Rapids, MichiganDavid Kudla is founder, CEO, and Chief Investment Strategist of Mainstay Capital Management, LLC, a fee-only, independent, Registered Investment Advisor with $2 billion under management. He has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors” in the country for the past eight years, and in the top 25 for the past three years. Mainstay is recognized by Investment News as a “Top 30 Financial Planning Firm” nationwide. David is a Dow Jones MarketWatch Columnist and a contributing writer for Forbes.  He is also President and Executive Editor of FIA Publishing, LLC, which publishes the “401k Investor” series of investment advisory newsletters. David regularly speaks at national conferences, conducts educational seminars, writes articles about retirement planning and investing, and advises thousands of workplace savings plan employees and retirees in the automotive industry. His insights into investments, the financial markets, and retirement planning are often sought out by prominent media sources worldwide. David has earned his Certificate in Financial Planning and two postgraduate degrees, including a Masters Degree in Management at Stanford University. He holds three U.S. patents and has a patent pending for Mainstay Capital Management's proprietary Waypoint Retirement Planning SystemTM. As part of his philanthropic activities, David founded and serves as the Executive Director of the ENGAGE® International Investment Education Symposium, the largest annual student investment conference in the world. He sponsors the MII Student Stock Pitch Competition held annually at the University of Michigan and serves as Program Co-Director of the G.A.M.E Forum annual student investment conference. David is an Adjunct Professor, serves on several university advisory councils, and is the sponsor of the largest student run portfolio at Stanford University. He is a member of TD Ameritrade’s NextGen Advisory Board and serves on Guggenheim Investment’s RIA Advisory Board. David is currently listed as one of the “Top 20 Most Social Financial Advisors in the U.S.” as ranked by BrightScope’s Social Media Influence Rank.


Mainstay conducts free on-site educational seminars on a regular basis to educate employees and retirees on how to better utilize their 401(k) plan. This includes explaining how the financial markets impact their investments, strategies for managing their 401(k) and other investment accounts, understanding investment portfolio risk and diversification, new tax law changes impacting their 401(k) and IRAs, as well as a range of retirement planning and investing topics.

To complement our on-site seminars, we also conduct online interactive seminars or "Webinars". This service allows us to conduct live, interactive seminars anywhere at anytime. These Webinars are free of charge and include a "live" question and answer session.

 


Schedule a Seminar at your location


Schedule a Webinar at your location

 


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Important Consumer Disclosure

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.