Client Communication - Gratitude Video
Tom Haught, President...
Haught Topics - Client Experience
Hear all about why Sequoia is focusing efforts on our client experience project in this episode of Haught Topics. Tom...
Economic Summit On The Election & Economy With Greg Valliere: September 2020
Washington insider, Greg Valliere offers analysis on the U.S economy and interest rates, surging budget deficits,...
Haught Topics - Wealth Planning
On today's episode of Haught Topics, hear about why wealth planning is at the core of what Sequoia does. Your host, Tom...
Sequoia Wealth Builders
We’re thrilled to introduce you to a new experience, it’s a collaborative, holistic, approach to comprehensive...
Charitable Giving in a Changing Landscape: August 2020
Sequoia advisors Don Laubacher and Jill Branthoover are joined by Laura Fink of the Akron Community foundation to...
Swipe Right: Real Life Financial Planning: July 2020
No matter where you find yourself in your journey, there will always be a ‘next step.’ As our lives continue to evolve...
Highlights of the CARES Act & Financial Markets: June 2020
Join Sequoia for a virtual roundtable on the CARES Act and financial markets.
Hidden Stimulus: NOLs ELLs, and Refunds: What To Do Before the Year Closes: June 2020
Learn about Net Operating Loss and Excess Business Loss Limitations. Our panel from Sequoia Financial Group, Cohen...
Living a Rich Life: Investing in What Matters: June 2020
Sequoia's Sara Gans, Jamil Sanders and William Gandert will discuss how you can live a 'rich' life by reconciling your...
Estate Planning Opportunities in Turbulent Time: May 2020
The Sequoia Team joined forces with Scott Swain of Cohen...
Guns & Hoses - MPFFU Retirement Planning: May 2020
Sequoia's Guns & Hoses team hosts a live webinar for MPFFU members focused on retirement planning.
The Shape of Economic Recovery: May 2020
Join Sequoia for an update on what the shape of economic recovery could look like during and after the current COVID-10...
Down Market Strategies & Tactics: April 2020
Join Sequoia for a discussion on strategies you can use to best position yourself and your family or business during a...
2019 Market Outlook
Our Chief Growth Officer, Leon LaBrecque and Chief Investment Officer, Russell Moenich discuss what's happening in the...
The Sequoia Story - Family Wealth
Sequoia's Family Wealth team understands the inherent complexity of considerable wealth. Hear more from Sequoia's...
The Sequoia Story - Business Owners & Professionals
Whether you're just starting out, passing down your business or simply planning for your future, our team works to...
The Sequoia Story - Retirees
We're passionate about helping you get what you want out of life. Hear from our Regional Vice President, Chris Redhead...
The Sequoia Story
Sequoia focuses on earning trust, creating financial plans and delivering results. Hear more about Sequoia from our...