Ask the Austins
Monthly office hours with Austin Boniface and Austin Bock. Bring your questions.
Free monthly webinars, plain language, live Q&A
One Wednesday a month at 3:00 PM Central, we go live online. We spend about 45 minutes on one topic in plain language, then take your questions.
Register once and you get every invite. Join from your desk, your truck or your kitchen table. If you miss one, no problem. The next one's a month away.
Clients and Friends
Anyone who wants a straight answer on taxes, Social Security, giving or the money conversation with family. Bring a friend.
Employees in Company Plans
If your employer works with us on its 401(k), these sessions are part of your benefit. Questions about your own account? Book time one-on-one.
HR and Business Owners
A standing answer to "who can I talk to about my 401(k)?" Forward the invite each month. We handle the rest. 401(k) Plan Services
The 2026 to 2027 Calendar
- Wed, Nov 18: Giving with a Plan: QCDs, DAFs, and Gifting Appreciated Stock
- Wed, Dec 16: The Holiday Table: What Your Kids Wish You'd Tell Them
- Wed, Jan 27
- Wed, Feb 10
- Wed, Mar 31
- Wed, Apr 28
- Wed, May 26
- Wed, Jun 16
- Wed, Jul 28
- Wed, Aug 25
- Wed, Sep 8
All sessions start at 3:00 PM CT. Dates can shift. Your invite always has the latest.
Two Austins, One Plan
Austin Boniface, CFP®, CEPA, and Austin Bock, CFP®, are partners at Legacy Capital. They host every session.
Is it free?
Yes.
Do I have to be a client?
No. Clients, their families and friends, and employees at companies we work with are all welcome.
Do I register every month?
No. Register once and you'll get an invite to every session.
Can I ask about my own situation?
Ask general questions live. For your own account, book a private conversation with us.
Are sessions recorded?
Yes. Recordings are posted after review.
How long is each session?
About an hour, with about 45 minutes of teaching and the rest Q&A.
Let us help you set the board.
Have a question that can't wait for the next session?
Or call us at 651-982-1115.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Economic forecasts set forth may not develop as predicted.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Webinar sessions are educational and general in nature and do not constitute individualized investment advice.
Links to third-party websites are provided as a courtesy. Legacy Capital Wealth Management and LPL Financial do not control these sites and make no representation as to their accuracy.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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