Helium Advisors

This week we cover the topic of Trusts. Bryan Kiss, CFP introduces the topic.

Trusts: Adding Flexibility and Protection to Your Plan | Helium Advisors We've reached the final installment of our estate planning basics series. Over the past five weeks, we've covered wills, beneficiary designations, financial power of attorney, and healthcare directives. This week, we close with trusts, often misunderstood as a tool only for the wealthy, but actually...

Webinar: Tax-Aware Long/Short Strategy with Brooklyn Investment Group

Selling stock, real estate, or a business often comes with a significant tax bill. Join us for a live webinar on the Tax-Aware Long/Short Strategy, an approach designed to help offset capital gains, whether used on its own or paired with other tax savings strategies to further enhance potential tax benefits.

Helium Advisors is proud to partner with Brooklyn Investment Group (part of Nuveen) to host this conversation with Brooklyn Co-Founder Erkko Etula. Prior to co-founding Brooklyn, Erkko spent over a decade in Goldman Sachs’ Quant Department building systematic investment processes. He holds a B.S. (Phi Beta Kappa) from MIT and a Ph.D. from Harvard.

We hope you’ll join us.

Tuesday, August 18 4:00 PM ET / 1:00 PM PT

Register in advance for this webinar:

https://zoom.us/webinar/register/WN_ecbqqfZFQmuPHJwKIJEAxA

After registering you will receive a confirmation email containing information about how to join the webinar.

Tax-Aware Long/Short Strategy

Selling stock, real estate, or a business often comes with a significant tax bill. Join us for a live webinar on the Tax-Aware Long/Short Strategy, an approach designed to help offset capital gains, whether used on its own or paired with other tax savings strategies to further enhance potential tax benefits.


Helium Advisors is proud to partner with Brooklyn Investment Group (part of Nuveen, a TIAA company) to host this conversation with Brooklyn Co-Founder Erkko Etula. Prior to co-founding Brooklyn, Erkko spent over a decade in Goldman Sachs’ Quant Department building systematic investment processes. He holds a B.S. (Phi Beta Kappa) from MIT and a Ph.D. from Harvard.

We hope you’ll join us.

Tuesday, August 18 4:00 PM ET / 1:00 PM PT

Register in advance for this webinar:

https://zoom.us/webinar/register/WN_ecbqqfZFQmuPHJwKIJEAxA

After registering you will receive a confirmation email containing information about how to join the webinar.

This week as part of our Estate Planning series, Bryan Kiss, CFP talks about the importance of having a Healthcare Directive in place.

Healthcare Directives: Making Sure Your Medical Wishes Are Heard | Helium Advisors We've now covered wills, beneficiary designations, and financial power of attorney in this series. This week, we shift from finances to something equally important: making sure your medical wishes are honored if you're ever unable to communicate them yourself.

This week, our very own Bryan Kiss, CFP explains why a Power of Attorney can be critical to protecting your finances.

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Our 2026 Mid-Year Review and Outlook is Out. Don't miss it!
https://mailchi.mp/heliumadvisors.com/helium-advisors-q2-in-review-2026-update

This week, Trust & Estates lead Bryan Kiss, CFP explains the importance of designating your beneficiaries and keeping them updated.

Beneficiary Designations | Helium Advisors In our series so far, we've covered the top five estate planning basics and taken a deep dive into Wills. This week, we're tackling something many people don't realize until it's too late: beneficiary designations. They can override your will entirely.

This week, our very own Bryan Kiss, CFP dives into how a Will is the Foundation of your estate plan.

Why a Will Is the Foundation of Your Estate Plan | Helium Advisors Last week, we introduced five basic steps everyone should consider when building an estate plan. This week, we're starting where every plan should: the will. It's the most well-known estate planning document, yet many people put off writing one because they assume it's only necessary later in life o...

Have an Estate Plan? Curious about what estate planning entails. Led by Bryan Kiss, CFP, we kick off our 5 part series on the Foundations of Your Estate Plan with this simple overview.

The Foundations of Your Estate Plan | Helium Advisors For many people, "estate planning" sounds like something reserved for the very wealthy or the very old. To me, it simply means making decisions now about how your money, property, and care will be handled if you become incapacitated or pass away. Look, I get it. These aren’t fun topics to consider...