Upcoming Live Webinars

February 4, 2026

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.

February 25, 2026

With all the tax law changes, it’s hard to keep them straight. Join us to get some bright ideas for tax efficient investing.

March 5, 2026

You’ve been thinking about buying your first home for a while now, but how can you be sure you’re ready? Join this session where we’ll cover topics such as the importance of your credit score, understanding affordability, and more.

Cinco Consejos para Compradores de Vivienda por Primera Vez 

2:30pm

¿Ha estado pensando en comprar su primera casa, pero no está seguro de si ya está listo? Acompáñenos en esta sesión donde abordaremos temas clave como la importancia de su puntaje de crédito, cómo entender lo que realmente puede pagar, y otros consejos esenciales para ayudarle a dar ese gran paso con confianza.

March 16, 2026

Help your kids build a bright financial future—starting now. In this session, parents and loved ones will learn practical strategies to save and invest for their children’s future goals, from college, to first homes, to retirement.  Whether you’re just starting to save or looking to strengthen your plan, this class will help you make the most of every dollar while setting your kids on the path to financial success.

March 26, 2026

Learn how to invest wisely in precious metals. This session will give you the knowledge and tools to make confident decisions about investing in gold, silver, and other precious metals. You’ll understand the basics, the risks and benefits, and how these investments can fit into your overall financial plan.

April 2, 2026

Marriage and divorce don’t just change your relationship status, they can transform your entire financial picture. In this webinar, we’ll break down what you need to know before you say “I do” or “I’m done,” including how your income, taxes, benefits, and long-term plans may be affected. You’ll also learn how to plan ahead, avoid common mistakes, and protect your financial future no matter what direction your relationship takes.

April 22, 2026

Make the most of your retirement savings with a Backdoor Roth IRA. If your income is too high for a regular Roth IRA, this session will show you how a Backdoor Roth can help you still benefit from tax-free growth. We’ll cover who this strategy is for, how it works, and the simple steps to complete one. You’ll leave with a clear understanding of whether a Backdoor Roth is right for you.

May 7, 2026

Retirement is a time of change and new beginnings for you and your money. But change can be daunting. Join us to explore a comprehensive pre-launch checklist to make sure you are ready for your new beginning: life after work.

Lista de Verificación de Jubilación

2:30pm

La jubilación es una etapa de cambios y nuevos comienzos — tanto para usted como para su dinero. Pero el cambio puede ser abrumador. Acompáñenos en esta sesión donde exploraremos una lista de verificación completa previa al retiro, diseñada para ayudarle a prepararse para esta nueva etapa: la vida después del trabajo.

May 26, 2026

Passing Money to Your Loved Ones: Talking about and planning for the passing of money between family members can be tricky. But it is so important to take care of this today so that your family’s financial future isn’t disrupted. Join this class to learn more.

June 9, 2026

Student loan repayment doesn’t have to be confusing—or overwhelming. In this session, we’ll break down the key strategies to help you take control of your student debt and make confident, informed decisions. Learn how different repayment plans work, how to qualify for forgiveness programs, and how to balance student loan payments with your other financial goals like saving, investing, or buying a home.

Estrategias Inteligentes para el Pago de Préstamos Estudiantiles

2:30pm

El pago de préstamos estudiantiles no tiene que ser confuso ni abrumador. En esta sesión, desglosaremos las estrategias clave para ayudarle a tomar el control de su deuda estudiantil y tomar decisiones informadas con confianza. Aprenderá cómo funcionan los diferentes planes de pago, cómo calificar para programas de condonación, y cómo equilibrar sus pagos de préstamos estudiantiles con otras metas financieras como ahorrar, invertir o comprar una casa.

June 17, 2026

Most people know they should have a budget—but few have one that actually works for their lifestyle. In this interactive session, we’ll explore how to create a realistic, flexible budget that helps you take control of your money without feeling restricted. You’ll learn practical methods for tracking spending, identifying financial priorities, and building habits that last.

July 1, 2026

Discover ten approachable, action-ready ways to grow your wealth—starting from wherever you are today.

Diez Formas de Construir Riqueza

2:30pm

Descubra diez estrategias prácticas y accesibles para hacer crecer su patrimonio—comenzando desde donde se encuentra hoy.

July 13, 2026

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

August 4, 2026

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.

Activar sus Ingresos de Jubilación

2:30pm

Ha pasado su carrera construyendo ahorros para la jubilación. Ahora es momento de crear un plan para convertir esos ahorros en ingresos que le duren toda la vida. Acompáñenos en esta sesión para conocer estrategias que le ayudarán a transformar sus ahorros en ingresos de jubilación y comprender mejor sus opciones de distribución.

August 19, 2026

This class explores the fundamentals of cryptocurrencies, blockchain technology, and the evolving landscape of digital finance. Participants will gain practical insight into how these assets function, their market dynamics, and their impact on traditional investment strategies.

September 3, 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.

September 21, 2026

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.

October 1, 2026

Applying for financial aid doesn’t have to be overwhelming. In this hands-on webinar, we’ll break down the FAFSA from start to finish, walking you through every question and section so you know exactly what to do. You’ll learn what documents to have ready, how to avoid the most common errors, and how to make sure you’re getting all the aid you qualify for. Perfect for first-time applicants and returning students alike, this session will help you turn financial aid confusion into clarity.

FAFSA Simplificado: Una Guía Paso a Paso

2:30pm

Solicitar ayuda financiera no tiene que ser abrumador. En este seminario web práctico, le guiaremos paso a paso por el formulario FAFSA, explicando cada pregunta y sección para que sepa exactamente qué hacer. Aprenderá qué documentos debe tener listos, cómo evitar los errores más comunes y cómo asegurarse de recibir toda la ayuda financiera para la que califica.
Perfecto tanto para quienes solicitan por primera vez como para estudiantes que regresan, esta sesión le ayudará a transformar la confusión sobre la ayuda financiera en claridad.

October 20, 2026

Learn how high schoolers are using CLEP, dual-enrollment, AP, and youth apprenticeships now, to save time and money later.

November 4, 2026

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.

November 17, 2026

As time marches on, the family dynamic often shifts — and adult children find themselves stepping into a new and delicate role: helping Mom and Dad manage money. This session explores how to navigate that transition with confidence, care, and respect. You’ll learn practical strategies for starting sensitive money conversations, organizing key financial documents, and protecting against fraud and financial abuse. Whether your parents are still fully independent or starting to need more help, this class will give you tools to guide them — and yourself — through this important financial life stage.

Cómo Apoyar a sus Padres en el Manejo de sus Finanzas

2:30pm

Con el paso del tiempo, la dinámica familiar suele cambiar, y los hijos adultos se encuentran asumiendo un nuevo y delicado rol: ayudar a mamá y papá a manejar sus finanzas. En esta sesión, exploraremos cómo navegar esa transición con confianza, cuidado y respeto. Aprenderá estrategias prácticas para iniciar conversaciones sensibles sobre dinero, organizar documentos financieros clave y protegerse contra el fraude y el abuso financiero. Ya sea que sus padres aún sean completamente independientes o que estén comenzando a necesitar más apoyo, esta clase le brindará herramientas para guiarlos en esta importante etapa financiera.

December 3, 2026

How do you plan for your future when today requires all your time and money? Join us to learn how. You’ll learn how to set money priorities and achieve them one at a time.

December 15, 2026

Many of us are originally from countries outside the United States. Since financial systems can vary significantly across borders, this class is designed to address common questions and concerns related to banking, investing, retirement planning, and sending money internationally. Join us to make the most of your money and build a plan that helps you balance financial priorities common to global families.

Cómo Dominar sus Finanzas para Familias Globales

2:30pm

Muchos de nosotros venimos originalmente de países fuera de los Estados Unidos. Dado que los sistemas financieros pueden variar significativamente entre fronteras, esta clase está diseñada para abordar preguntas y preocupaciones comunes relacionadas con la banca, las inversiones, la planificación para la jubilación y el envío de dinero al extranjero. Acompáñenos para aprender cómo aprovechar al máximo su dinero y crear un plan que le ayude a equilibrar las prioridades financieras comunes en las familias globales.