Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 10, 2026
6:00p - 7:00p
Live Webinar + Q&A
1031 Exchanges & Opportunity Zones: Tax‑Smart Real Estate Strategies for 2026
You're Invited: Tax‑Smart Real Estate Strategies for 2026 Join us for an educational webinar exploring how real estate investors may use 1031 Exchanges and Qualified Opportunity Zones (QOZs) to defer taxes, diversify portfolios, and access institutional‑quality commercial real estate. This session is ideal for investors approaching a property sale, evaluating tax‑efficient reinvestment strategies, or simply wanting to deepen their understanding of real estate‑based tax planning. Guest Presenter: Joe Kingsley Senior Vice President Inland Securities Corporation
February 3, 2026
6:00p - 7:00p
Live Webinar + Q&A
Principles of Preserving Wealth: A Practical Guide to Estate Management, Trusts & Legacy Planning
You've worked hard to build your wealth. Now the question becomes: How do you protect it and ensure it passes to the people and causes you care about most? I invite you to join me for an exclusive webinar, Principles of Preserving Wealth, where we'll explore the essential components of a thoughtful, well‑structured estate plan. This session is designed to simplify complex topics and give you practical insights you can apply immediately. We will also be joined by special guest Mariah Street, an estate planning attorney with the Trusts and Estates Law Group, who will share legal guidance on wills, trusts, probate, and the documents every family should have in place.
January 20, 2026
6:00p - 7:00p
Live Webinar + Q&A
One Big Beautiful Tax Bill: What It Means for You, Your Business & Your Planning
The One Big Beautiful Tax Bill introduces some of the most significant tax changes in years, impacting individuals, families, business owners, and investors alike. To help you navigate what's new, what's temporary, and what's missing, we're hosting a live webinar that breaks it all down in clear, practical terms. We'll cover everything from expanded deductions and new credits to Opportunity Zones, Trump Accounts, business expensing, and the pay‑fors that make it all possible.
October 16, 2025
5:45p - 7:00p
Fryar Financial LinkedIn and YouTube pagees
Estate Planning for the Next generation
Observed during the third full week of October, National Estate Planning Awareness Week is a powerful reminder to take control of your financial future and protect what matters most. Whether you're just starting or refining an existing plan, this event will help you align your estate strategy with your values and long-term goals. This session is ideal for professionals, business owners, and anyone seeking clarity, confidence, and peace of mind in their estate planning journey.
September 25, 2025
5:45p - 7:00p
Fryar Financial LinkedIn and YouTube pages
Roth IRA & Roth 401k Rules for Funding & Tax Free Distributions
Join us for a high-impact session where we break down the rules, nuances, and planning opportunities behind Roth IRAs and Roth 401(k)s. Whether you're navigating contribution limits, rollovers, or distribution timing, this event will help you make confident, informed decisions that support long-term financial independence.
September 9, 2025
5:45p - 7:00p
Fryar Financial LinkedIn and YouTube Pages
Permanent Life Insurance: Should It Stay or Go?
Should permanent insurance be a part of your financial strategy?
April 23, 2024
11:00a - 11:45a
Virtual Event
Protecting Those Who Matter Most
Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax, retirement and estate benefits.
March 12, 2024
11:00a - 11:45a
Virtual Event
Retirement Income Strategies
Ready to retire? The "decumulation" phase and your retirement income strategy involve complex decisions that can determine whether or not you are able to enjoy a successful retirement.
February 13, 2024
11:00a - 11:45a
Virtual Event
Estate Matters: Principles of Preserving Wealth
Learn about estate management objectives, critical estate management documents, estate taxes and how trusts work!
January 23, 2024
11:00a - 11:45a
Virtual Event
Secure Act 2.0 - Unleashed!
Join us to learn about a number of overlooked aspects of the SECURE Act 2.0 that may be beneficial to you and your employees. We'll also cover additional pending legislation and present a case study for using a retirement plan as a tax strategy.