Upcoming Live Webinars

Wednesday, December 18, 2024

There are lots of things our kids learn growing up, but few things are as important as how to be smart with money. In this class parents will learn how to identify their children’s money personality, which money skills can be introduced at each stage of development, and essential money skills every kid needs to know.

January 23, 2025

This life stage comes with many competing priorities for your time and money. Join us to learn practical money moves that will help you balance today’s family responsibilities while also plan for your own financial future. Mid-life is the perfect time to shift gears and take control. This class will help you do just that.

February 19, 2025

Between the confusion of what benefits you’re entitled to and when, as well as the future of Social Security, there are many opinions and questions out there. This webinar will untangle the basics of Social Security and help you plan for your future by detailing what benefits to expect in retirement.

March 3, 2025

Are you interested in investing but want to align your financial choices with your personal values and beliefs? Join us for an enlightening webinar on Values-Based Investing, where we’ll explore core concepts and criteria, performance, and more.

April 7, 2025

Are you considering buying your first home, but are overwhelmed by the thought of it?  Attend this informative webinar designed to equip you with the knowledge and confidence you need to navigate the home-buying journey.

May 8, 2025

You’ve spent your career building savings for retirement. Now, it’s time to create a plan for turning those savings into an income that will last a lifetime. Join us to learn strategies for converting your savings into retirement income and to better understand your distribution options.

June 10, 2025

Are you concerned about taxes taking a sizeable bite out of your investments? Join us as we look at the benefits of utilizing the Roth tax treatment and why this may make sense for your retirement accounts.

Por Qué Ahorrar en una Cuenta Roth Puede Tener Sentido

¿Le preocupa que los impuestos reduzcan sus inversiones para la jubilación? Acompáñenos a analizar los beneficios de utilizar el tratamiento fiscal Roth y por qué puede tener sentido para sus cuentas de jubilación.

4:30pm (CT) – Haga clic aquí para registrarse

July 8, 2025

Join us to explore how to strike the perfect balance between supporting your loved ones and growing your personal wealth. We’ll discuss how to create a robust financial plan that respects your cultural values and enables you to prepare for emergencies and build wealth while keeping your family’s needs in mind.

Generar Riqueza para los Hispanos

¿Está afrontando el desafío de generar riqueza en una cultura que valora tanto los lazos familiares como los logros individuales? Únase a nosotros para explorar cómo lograr el equilibrio perfecto entre apoyar a sus seres queridos y hacer crecer su riqueza personal. Hablaremos sobre cómo crear un plan financiero sólido que respete sus valores culturales y le permita prepararse para emergencias y generar riqueza teniendo en cuenta las necesidades de su familia.

4:30pm (CT) – Haga clic aquí para registrarse

August 13, 2025

Join us for a look at how an HSA can score you a triple tax break, save you money on healthcare expenses, and help you save for retirement.

September 9, 2025

You didn’t inherit the same economy as your parents. Rising costs of higher education has led to more student debt. Inflation has outpaced wages, and the increasing cost of housing makes the hope of owning a home feel like a distant dream. The future may look challenging for Gen Z, but a healthy financial future is not out of reach. Let’s take a look at the strategies you can employ now to overcome the economic barriers you face.

October 14, 2025

Health insurance is often the biggest issue pre-retirees deal with when determining when to retire. Attend this class to learn about the different parts of Medicare and how they work together. We’ll also discuss health insurance options for those who wish to retire early.

November 5, 2025

Discussion on the future of your taxes as key provisions of the Tax Cuts and Jobs Act (TCJA) approach their 2026 expiration date. This webinar will break down the changes that could impact you. Whether you’re a homeowner, investor, or just want to stay informed, this session will provide practical advice to help you navigate the evolving tax landscape.

December 17, 2025

Who Wants to be a Millionaire? is a really fun trivia game…so is this! Join us for a rip-roaring game of interactive financial trivia where you’ll compete against the rest of the audience for fantastic prizes that include major bragging rights and inflated self-esteem.