Chicory Wealth Webinars





A Monthly Conversation with Maggie Kulyk, usually every third Thursday of the month at noon EST / 9 am PST. Join with Google Meet at the time of the webinar by clicking here: Or join by phone: 419-901-8462 (PIN: 136605555). MAGGIE’S NEXT MONTHLY CONVERSATION WILL BE THURSDAY, OCTOBER 15 at noon EST / 9 am PST and will focus on keeping you safe from scams and fraud.




TAX WEBINAR WITH JEFF AUDI, EA: “Home Office Deductions,” Tuesday October 20, 12:30 PM EST / 9:30 AM PST. This webinar will discuss the Home Office Deduction requirements, types of expenses that can be deducted, calculation of the deduction amount (simplified method vs. regular method), records to keep, etc. NO NEED TO REGISTER IN ADVANCE. At the time of the webinar, simply click on this Google Meet link: or join by phone: ‪(US) +1 347-745-6038 PIN: ‪322 717 404#







Tax Webinar with Jeff Audi, EA: “Economic Impact Payments (Stimulus Payments),” September 22, 2020




A Conversation with Maggie Kulyk, September 10, 2020




A Conversation with Maggie Kulyk and guest Marco Vangelisti, August 20, 2020





A Discussion on Resilience with the Chicory Wealth Team — a Money Quotient Webinar, July 21, 2020




A Conversation with Maggie Kulyk, July 16, 2020



“Integrating Money and Meaning,” with Maggie Kulyk, Chicory Wealth CEO and Founder, for the Quorum Initiative Speaker Series, June 10 and July 2, 2020

Session ISession II




How to Use Your Shareholder Power for Positive Change in the World, with Andrew Behar, CEO of As You Sow, June 25, 2020




A Conversation with Maggie Kulyk, June 18, 2020



A Conversation with Maggie Kulyk, May 21, 2020




Questions and Answers with CEO and Founder Maggie Kulyk, March 2020




The State of the Market and Chicory Wealth’s Current Investment Strategies, with Maggie Kulyk, Chicory Wealth CEO and Founder, February 2020



Chicory Wealth CEO and Founder Maggie Kulyk Offers Her End of Year Review, November 2019




Introduction to the Book Integrating Money and Meaning, May 2019




Victoria Collier, CELA, on Tax Advantaged Trust Planning to Protect the Assets Your Financial Advisor is Leveraging for You, February 2019




Disclaimer: The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. An investor may experience loss of principal. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.