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Education Center

At Odyssey Wealth Management, we believe in working to make the complicated uncomplicated for our Clients.


Part of that experience is understanding how important education really is, and choice is in our own personal finances. We've cultivated a variety of resources here for you to access at any time for any specific questions you may have. Of course, you may always CONTACT US as well.



The newsletter articles on this page provide valuable information on timely as well as interesting financial issues ranging across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.




The videos on this page are short, multimedia pieces that highlight recent developments, new legislation, and cutting edge information across a variety of financial subject areas.




Every stage of life has its own financial needs and concerns. The life events provided on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.




Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.



The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more.



The market summaries on this page are available in weekly, monthly, quarterly, and annual editions, and also include a video, multimedia version of the monthly, quarterly, and annual editions.
 Providing knowledge and understanding for your financial journey
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 Securities, Insurance and Investment Advisory Services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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