Webinar Replay – Does your Portfolio need Inspiration?

9
Sep, 2020

Webinar Replay – Does your Portfolio need Inspiration?

Get to know ETFs as a Portfolio Tool...

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Webinar Host:

Mike Kurz, CFP®, CIMA®, CAIA, CPWA®

CEO - Financial Planner @OverShare Advice and Planning, LLC

Mike has spent over 20 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.

Mike shares straightforward ideas and simple concepts for you.

 

5
Aug, 2020

Special Guests Discuss the Oil and Gas Markets – Is Your Portfolio Prepared?

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Welcome! Thank you for joining us on this fun webinar.

In this video we discuss the Oil and Gas Markets with Special Guests Brad Olsen with Recurrent Advisors and Brett Creeser with Guidon Energy.

The CEO of OverShare Advice and Planning, LLC, Mike Kurz, CFP®, will be hosting this video call and will be covering a variety of market related topics for the first portion of the video before bringing Brad Olsen on the webinar to get his Firm's view of the energy markets. After this, Brett Creeser will deliver his thoughts and perspective on the operating an energy company in today's economic environment.

 

Brad Olsen Co-founder / Managing Director at Recurrent Investment Advisors (recurrentadvisors.com) Brad is the co-founder of Recurrent Advisors, a Houston-based investment manager focused on energy, midstream and MLPs. Before founding Recurrent in 2017, Brad worked as an MLP portfolio manager for T. Boone Pickens’ BP Capital. He was the lead analyst covering infrastructure, refining and energy macro at TPH & Co in Houston. Brad was recognized as the top US stock picker by the Financial Times in 2013 and 2014. Brad graduated cum laude from Rice University in Houston with a degree in political science, philosophy and Slavic studies. Brad is the co-founder of Recurrent Advisors, a Houston-based investment manager focused on energy, midstream and MLPs. Before founding Recurrent in 2017, Brad worked as an MLP portfolio manager for T. Boone Pickens’ BP Capital. Brad can be reached at brad@recurrentadvisors.com

 

Brett Creeser Chief Operating Officer at Guidon Energy (guidonenergy.com) Brett started his career in 1981 with Mobil Oil working in Production and Drilling in Texas, Gulf of Mexico (GOM) and Norway before moving to London and trading crude and propane. In 2000, with the ExxonMobil merger, Brett started working as an independent contractor for Pioneer Natural Resources with various assignments in the GOM and South Africa before returning to work the Barnett Shale gas play. Following a short two year assignment to Ghana, West Africa as Drilling Manager for Kosmos Energy, Brett returned to Pioneer to manage field operations in the Barnett liquid play in North Texas. In 2013, Brett joined Laredo Petroleum as the Director of Laredo’s Midstream Services and was instrumental in developing a cradle to grave water management program. Brett earned a B.S. in Petroleum Engineering from Texas A&M University.

21
Jul, 2020

Research Report – Echo Recession for the Arts?

Read an interesting research perspective by our CEO, Mike Kurz, on the impact of the current economic slow down to the Arts sector of the U.S. economy.

Read Report - Download Here

Article Exerpt...  "New research illustrates that the Arts Sector of the United States Economy has been severely impacted and will experience the most dramatic level of negative financial long-term impact due to the current economic slowdown. In an exclusive report, “Estimating the economic impact of the COVID-19 shock”1 Vanguard supports their research with a wide range of data and connected high-frequency indicators to build their financial projections and modeling.

Let’s analyze this predicted Echo Recession for the Arts and potential considerations for those impacted organizations to possibly overcome an expected challenging period."  Download to read the full report.

8
Jul, 2020

Live Webinar – 7 Summer Financial To-Dos: How many can you get DONE?

Join us on Wednesday July 22, 2020 at Noon for 26 Minutes of great ideas to consider. You will enjoy it!

Register for July 22 at Noon - 7 Summer Financial To-Dos!

"7 Summer Financial To-Dos: How many can you get DONE?"

After registering, you will receive a confirmation email containing information about joining the webinar.

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Webinar Speaker

Mike Kurz, CFP®, CIMA®, CAIA, CPWA®

CEO - Financial Planner @OverShare Advice and Planning, LLC

Mike has spent over 20 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.

Mike shares straightforward ideas and simple concepts for you.

Register Here

2
Jul, 2020

Avoid these Six Mistakes – Learn More on July 8th Webinar

Register in advance for this webinar - CLICK HERE 🙂

Join us on Wednesday July 8th to dig in to each of the six mistakes along with ideas to consider for each one.  Avoid struggling to survive by avoiding these six typical mistakes almost everyone makes when it comes to their money and finances.

We will start promptly at 12:00pm and the call will be complete at 12:26pm.

Our CEO, Mike Kurz, CFP®, will be hosting this video call and will be covering each of the topics in the video.

We look forward to you joining us online at 12:00pm on Wednesday July 8th.  This will be a one-way video webinar and your identity will remain confidential from the other attendees.

REGISTRATION LINK:

Register in advance for this webinar - CLICK HERE 🙂

After registering, you will receive a confirmation email containing information about joining the webinar.

Thank you!

OverShare Advice and Planning, LLC

Office 469-777-6559 - info@overshareadvice.com

www.OverShareAdvice.com

  1. https://www.bloomberg.com/news/articles/2019-03-26/almost-half-of-older-americans-have-zero-in-retirement-savings
  2. https://www.gao.gov/products/GAO-19-442R
  3. https://www.fool.com/retirement/2017/07/30/americans-average-social-security-at-age-62-66-and.aspx
  4. https://www.morningstar.com/articles/879494/75-mustknow-statistics-about-longterm-care-2018-ed.html
  5. https://www.barrons.com/articles/why-americans-dont-save-for-retirement-51557061222?mod=hp_INTERESTS_retirement&refsec=retirement
  6. https://www2.deloitte.com/us/en/pages/financial-services/articles/meeting-the-retirement-challenge-deloitte-center-for-financial-services.html
  7. https://www.aarp.org/money/investing/info-2017/half-of-adults-do-not-have-wills.html
This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Join us for a Live Webinar is July 8th, 2020 at 12:00pm Noon - 26 minutes. Your attendance is private and not shared with other attendees.

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Copyright © 2021 OverShare Advice and Planning, LLC All rights reserved. This content cannot be copied without express written consent of OverShare Advice and Planning, LLC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. OverShareAdvice and Planning, LLC is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OverShare Advice and Planning, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of OverShare Advice and Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.