The more you prepare now, the better off you will be in the event something happens to you—whether that’s your death or an incapacitating medical situation. Do you have a plan yet? This webinar will address wills, trusts, power of attorney, and healthcare directives.
Investment can be a great way to allow your money to grow. Are you confident you are investing wisely? This webinar will address setting goals, understanding risk, diversification, and more.
Is your house a place of chaos, with kids’ shoes, backpacks, and permission slips everywhere? Do you have far more family events and errands in a week than you can keep in your head? The secret is organizing not just yourself, but your whole family. This webinar will address helpful routines, family calendars, and zones in your house where important items can be dealt with and stored.
Does your financial education consist of lists of tips or practical investment advice? What about the foundational principles that will make it possible to carry out your financial plans? This webinar will address establishing priorities, building discipline, and using a system.
Your gut instincts are great at telling you there might be a tiger in the bushes, but are they any good at telling you when to buy and sell stocks? Learn counterintuitive strategies which will help you invest more rationally. This webinar will address why human nature hinders investment performance and what strategies can help us counteract these tendencies.
Tax season is just around the corner—will you end up paying too much? This webinar will address retirement savings options, tax loss harvesting, and tax optimization for business owners.
Growth is good. Exponential growth is better. By investing, you can have a nest egg that not only grows, but grows a little more all the time. This webinar will explain the basics of exponential growth and the effects of factors like taxes, market risk, and lifestyle changes.
As you reach your fifties and beyond, ensuring you have a solid plan for retirement is vital. Retirement planning involves multiple factors including income and cash flow, risk management, investment allocation, as well as tax and estate considerations. People nearing retirement will benefit from this informative event.
The more you save before your child goes to college, the better. What are the best ways to save? This webinar will address three main types of savings vehicles: 529 plans, custodial accounts, and irrevocable trusts.
Ever dream of a cruise on the open ocean with your family? You may have thought this is an option for richer people, but a cruise can be surprisingly budget-friendly. This webinar will address money-saving tips, cost comparison between cruises and land vacations, and finding the right cruise for your family.
You may have a retirement date in mind, and it’s getting closer. Are you ready? What is left to prepare? This webinar will address emotions to expect, things to know, and what you can afford.
Are recession worries keeping you up at night? If your portfolio is sound, you can weather any economic climate. This webinar will address checking your portfolio’s readiness, building a portfolio that matches your goals, and having a good relationship with an advisor you trust.
If you're a successful professional, you may have built up a large amount of cash, but you may not know exactly what to do with your liquid assets.
The stereotype is that doctors have it made, but in reality, medical professionals have unique financial struggles that call for specialized solutions. This webinar will address student debt, insurance to protect your income, and retirement planning.
Do you have an old 401(k) from a previous job? You can roll it over into an account you can still contribute to. This webinar will address types of funds you can roll over, types of funds you might roll your money into, and the rollover process.
After years of marriage, a divorce changes everything. You can navigate the changes and create a new beginning for yourself. This webinar will address community property, tax implications, budgeting on your own, and more.