Skip to main content


Blue Heron Videos

LPL Midyear Outlook with Guest Speaker, Ryan Detrick, Chief Market Strategist

We’re proudly presenting LPL Research Midyear Outlook 2021: Picking Up Speed, with market insights on what you can expect in the economy, policy, stocks, and bonds for the rest of 2021. Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.
View More

Fraud Awareness with Blue Heron Financial Group & AARP [Video]

Identity theft compromises the personal data of millions of Americans every year. Please join Blue Heron Financial Group alongside Eugenia Wright, AARP’s Senior Advisor in Integrated Communications, as we discuss steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks.
View More

The Basics of Estate Planning [Video]

Estate and trust planning isn’t just for retirees. Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. During this presentation, we will discuss trusts, powers of attorney, living wills, final wills and testaments, so that you’ll be informed about all the estate planning essentials.
View More

Getting the Most From Medicare Benefits [Video]

Medicare is a topic that every person nearing retirement age needs to understand. Today we’ll learn: - Why Medicare planning is a critical component of a retirement plan. - About the nuts and bolts of Medicare— Parts A, B, C, and D. - How to help make better informed decisions about Medicare.
View More

Savvy Women, Smart Investors [Video]

Welcome to our presentation Savvy Women, Smart Investors. Think of this as a sort of journey, where you’ll learn about key financial matters at each stage of your life and how to navigate them. Along the way, you’ll see the unique financial challenges we face as women, learn what questions to ask and be able to get help answering them. This isn’t about having all the answers. It’s about women’s financial awareness and confidence. By the time we’re done, we’re really hoping to boost yours!
View More

Midyear Outlook 2020: The Trail to Recovery [Video]

Proudly presenting LPL Research Midyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section. Please join us for a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead.
View More

Outlook 2019: How to Focus on What Really Matters in the Markets

LPL Research Outlook 2019 "FUNDAMENTAL: How to Focus on What Really Matters in the Markets" is filled with investment insights and market guidance for the year ahead.
View More

Make the Most of National Financial Planning Month

October is National Financial Planning Month, a time to reflect on your strategy for today’s financial goals, as well as tomorrow’s. Whether you’re just getting started or reviewing and updating a plan put into place years ago, Blue Heron Financial Group hopes you will consider the following when thinking about your financial roadmap.
View More

Paying for College 101

Today, a college education costs more than ever. But there are ways to make it more affordable. This video offers tips and information that can help you fund higher education for your family.
View More

The Plot Thickens: LPL Research Midyear Outlook 2018

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insight and market analysis to guide you through all the action we may see in the year ahead.
View More

Best Practices for Being Financially Fit Women

Eat your greens, get plenty of rest, stay active, and drink lots of water. All of these are great recommendations that you’ve probably heard from your doctor about your physical wellness. But what about staying healthy, financially? In honor of March being Women’s History Month, we thought we would dedicate this blog post to some best practices for being financially fit women.
View More

Long Term Care Insurance: The Best Gift to Give Loved Ones This Valentine’s Day

Jewelry, a box of chocolates, or a dozen roses. When thinking about the best gift you can give your loved ones this Valentine’s Day, Long Term Care insurance (LTCi) probably didn’t cross your mind. Maybe you don’t think you’ll ever need long term care or maybe your plan is for family members to provide your care. Our hope is that after reading, you’ll reflect on how you and your loved ones could benefit from having Long Term Care insurance in place.
View More