Previous Events | briofinancialgroup

by Brandon Miller on Jan 16, 2020

Categories Stock Market, Financial Planning, Education

A look back at the ascent stocks made during 2019 and some of the key economic developments of the year.

by Brandon Miller on Dec 10, 2019

Categories Charitable Giving, Education

What do you want your money to accomplish and what would you like your legacy to be?

by Brandon Miller on Oct 30, 2019

Categories Tax, Education

This event from our Money Smarts series focused on the rules of Section 199A of the recent tax reform law.

by Brandon Miller on Aug 12, 2019

Categories Retirement Planning, Health Care, Education

The aging conundrum: whether a solo ager or with a familial circle of support – creating a long term care plan: living...

by Brandon Miller on Aug 1, 2019

Categories Financial Planning

Brio's COO, Abraham Martinez sat down with the Chris Hunt of the Health Hacker Podcast.

by Brandon Miller on Jul 18, 2019

Categories Estate Planning, Education

We had our wonderful Estate Planning Attorney partners, Loulena Miles and Miguel Torres join us to discuss the ins and...

by Brandon Miller on Jul 15, 2019

Categories Money, Education

This recording provides suggestions for teaching your kids about money—including how to save and invest it—at all ages...

by Brandon Miller on Jun 14, 2019

Categories Education

Aubrey Hone, JD/LLM, joined Abraham Martinez, CFP, to discuss how they plan Employee Stock Purchase Plan (ESPP),...

by Brandon Miller on Jun 11, 2019

We enjoyed participating as the Presenting Sponsor for this FUN event!

by Brandon Miller on May 24, 2019

Daniel Platt, CFA, discusses how individuals let emotion and psychology influence decisions (financial), rather than...

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