Educational Seminars, Webinars, and One-on-One Meetings


Tax Savings Strategies
One-Hour Educational Webinar

Tuesday, December 6th



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Webinar Topics Include:

  • Important year-end investment and tax strategies
  • Manage tax liability and retirement income streams
  • How planning for healthcare can limit your taxes
  • Prioritizing tax deferred accounts and contributions
  • RMD timing and considerations
  • Effective tax strategies for retirees
  • Maximize tax savings with year-end giving
  • When to utilize a tax-loss harvesting strategy
  • New retirement plan contribution changes for 2023
  • Saving for College Tax-Free





Preparing for Social Security
One-Hour Educational Webinar

Tuesday, February 7th

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MoneyMattersTM Webinar Replays:

Making the Most of Mainstay Compass

Estate Planning: What You Need To Know

Optimizing Your Retirement Income with a Roth IRA Conversion Strategy


MoneyMattersTM Topics:

Social Security
Estate Planning
Protecting Your Identity
Health Care in Retirement
Planning for College
Life and Long-Term Care Insurance
Pension Lump Sum Decision

Featured Speaker: David Kudla

David Kudla conducting an educational seminar in Grand Rapids, MichiganDavid Kudla is founder, CEO, and Chief Investment Strategist of Mainstay Capital Management, LLC, a fee-only, independent, Registered Investment Advisor with more than $3.8 billion under management. He has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors” in the country for the past fourteen years, and in the top 25 the past nine years. Mainstay is also ranked by Forbes as one of the "Top Wealth Advisors" in the country and is recognized by Investment News as a “Top 30 Financial Planning Firm” nationwide. David is a contributing writer for Dow Jones and Forbes. He is also President and Executive Editor of FIA Publishing, LLC, which publishes the “401k Investor” series of investment advisory newsletters. David regularly speaks at national conferences, conducts educational seminars, writes articles about retirement planning and investing, and advises thousands of workplace savings plan participants. His insights into investments, the financial markets, and retirement planning are often sought out by prominent media sources worldwide. David has earned his Certificate in Financial Planning and two postgraduate degrees, including a Masters Degree in Management at Stanford University. He holds three U.S. patents and has a patent pending for Mainstay Capital Management's proprietary Waypoint Retirement Planning SystemTM. As part of his philanthropic activities, David is the Founder and Executive Director of the ENGAGE® Undergraduate Investment Conference, the most prestigious and largest annual student stock pitch competition and conference in the world. David is an Adjunct Professor and serves on several university advisory councils. He is a member of TD Ameritrade’s NextGen Advisory Board and serves on Guggenheim Investment’s RIA Advisory Board. 

Mainstay conducts free on-site educational seminars on a regular basis to educate employees and retirees on how to better utilize their 401(k) plan. This includes explaining how the financial markets impact their investments, strategies for managing their 401(k) and other investment accounts, understanding investment portfolio risk and diversification, new tax law changes impacting their 401(k) and IRAs, as well as a range of retirement planning and investing topics.

To complement our on-site seminars, we also conduct online interactive seminars or "Webinars". This service allows us to conduct live, interactive seminars anywhere at anytime. These Webinars are free of charge and include a "live" question and answer session.


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Important Consumer Disclosure

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.