Upcoming Live Webinars

Thursday, June 20, 2024

Should you make investment decisions based on who is in office? Join us for an historical look at the correlation between U.S. presidential elections and the stock market and learn strategies for diversifying in uncertain times.

Wednesday, July 17, 2024

Some women may face unique challenges when it comes to financial planning. Attend this webinar to learn about them and gain knowledge and confidence in financial management and investing.

Tuesday, August 20, 2024

An executor is the “get things done” person after someone passes away. They make sure the person’s wishes, like distributing money and property, are followed correctly. Attend this webinar to find out the important steps and responsibilities you face as an executor.

Tuesday, September 10, 2024

Health Savings Accounts are not just for today’s health expenses. They can also be a powerful retirement savings tool with pretax deposits and tax-free distributions. Attend this webinar to find out how they work and why they may be even better than your workplace retirement plan.

Tuesday, October 15, 2024

Understanding your group insurance plans can be a real challenge. While each plan is unique, understanding the general options will make you a more informed consumer. In this class we’ll discuss terminology and help you use your employer benefits to improve your family’s overall financial wellness.

 

Inscripción Abierta: Lo Que Debe Saber Sobre los Planes de Seguro Grupales

Comprender sus planes de seguro grupal puede ser un desafío. Si bien cada plan es único, comprender las opciones generales lo convertirá en un consumidor más informado. En esta clase discutiremos la terminología y lo ayudaremos a utilizar los beneficios de su empleador para mejorar el bienestar financiero general de su familia.

Thursday, November 14, 2024

Between your company plan, IRAs, and the timing the Social Security and Medicare decisions, you have all the tools you need to be ready for retirement, but how do you create an actual custom plan for you and your family. This class will walk through the process of building a plan using all of the available tools to achieve your retirement goals.

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.