Join BlueSky Wealth Advisors for an insightful session that will equip you with the knowledge and strategies you need to navigate the shifting landscape of retirement plan taxation. In light of the SECURE Act’s sweeping changes, understanding who ultimately shoulders the tax burden, and how you can optimize your own plan, is more critical than ever.

What You’ll Learn

• Retirement Plans in Distribution: How changes under the SECURE Act have adjusted the balance of taxes between owners and beneficiaries.
• Are Roth conversions a good strategy for tax avoidance? Measuring the effectiveness of tax avoidance with Roth conversions leads to some surprising results.

You’ll come away from the webinar with a clearer understanding of what retirement plans in distribution look like, and what you can do to minimize the taxes you – and possibly your heirs – will pay from your IRA.

Join us for a thought-provoking webinar with David Blain, Founder and CEO of BlueSky Wealth Advisors and Apollo Lupescu, Vice President of Dimensional Fund Advisors, as we explore strategies to help investors stay grounded, make smarter decisions, and navigate today’s financial landscape with clarity and confidence.

 

Together, we’ll address timely topics including:

• Better ways to measure investment performance
• How to approach uncertainty in the market
• The value of working with a financial advisor in today’s complex world
• Key insights on cryptocurrency, the U.S. dollar, and gold

This session is designed for disciplined savers and thoughtful investors seeking perspective and peace of mind amid market noise.

Join us for an insightful session with David Blain, Founder and CEO of BlueSky, John Oliver, Managing and Founding Partner of Battle Monument Group, and Mike Brumagin, Founding Partner and Fund Manager of Battle Monument Group. Together, they will explore key real estate investment topics, including:

• Market Trends & Opportunities
• Building Wealth with Real Estate
• Creating Reliable Passive Income Streams
• Battle Monument Group’s Investment Approach
• Exclusive Look at BMG’s New Fund

Join Founder and CEO of BlueSky, David Blain, for an informative session detailing important reminders and updates on things to expect in 2025, including - 
- HSA catch up contributions
- Inherited IRA rules
- 401k year-end contributions
- Tax changes 

David Blain, CFA is joined by Ken Gee of KRI Partners to discuss why now is the time to invest in Real Estate

David Blain, CFA is joined by the team at 10 Federal to discuss investing in storage units.

David Blain, CFA is joined by special guest Apollo D. Lupescu, PhD and Vice President of Dimensional Fund Advisors (DFA), to address how investors can navigate turbulent markets fueled by fears of a recession, inflation, and interest rate concerns.

WHEN: On Demand

WHERE: Zoom Webinar

Let’s end the year on a strong note! Join the BlueSky team as we cover our “2023 Year-End Financial Checklist,” where we will guide you through the essential steps to optimize your finances for

Discover how real estate can be a powerful tool for achieving both financial freedom and creating a lasting legacy. Join the conversation as David Blain, CFA (CEO & Founder, BlueSky Wealth Advisors) and Tom