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Today

March 2023

Tue 28
Featured Featured March 28 @ 12:00 pm - 1:00 pm EDT

Financial Planning for Medical Professionals

Virtual Event Virtual Event

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.

Wed 29
Virtual Event Featured March 29 @ 12:00 pm - 1:00 pm EDT

Rollovers for 401ks, 403bs, and 457s

Virtual Event Virtual Event

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.

Thu 30
Virtual Event Featured March 30 @ 12:00 pm - 1:00 pm PDT

New Beginnings for Women – Navigating Divorce in California

Virtual Event Virtual Event

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.

April 2023

Wed 5
Virtual Event Featured April 5 @ 12:00 pm - 1:00 pm PDT

Dividend Investing: The Gift That Keeps on Giving

Virtual Event Virtual Event

Which would you rather have, an apple or an apple tree? Like an apple tree, dividend-paying stocks will continue to benefit you year after year. This webinar will address advantages of dividends, good and bad companies to invest in, and dividend strategies.

Thu 6
Virtual Event Featured April 6 @ 12:00 pm - 1:00 pm EDT

Understanding the Recent Banking Crisis

Virtual Event Virtual Event

Does the collapse of Silicon Valley Bank make you nervous? How do you know if your money is safe? Are you confused about how the banking system works? This webinar will address the recent banking crisis, its causes, how banks function, and best practices for keeping your money safe.

Tue 11
Virtual Event Featured April 11 @ 12:00 pm - 1:00 pm EDT

Term vs. Permanent Life Insurance

Virtual Event Virtual Event

Term life insurance can replace your income if you pass away during your working years. But it can run out, leaving you uninsured during your retirement. Permanent life insurance can act as part of your retirement strategy. This webinar will address types of life insurance, pros and cons of each, and retirement strategies for whatever you choose.

Wed 12
Virtual Event Featured April 12 @ 12:00 pm - 1:00 pm CDT

Are Stocks the Only Way to Save for Retirement?

Virtual Event Virtual Event

Saving for retirement is important, but it’s just as crucial to withdraw your retirement money carefully. With a well-planned income stream, you can enjoy your retirement for as long as you live. This webinar will address types of retirement assets, constant vs. fluctuating returns, and simulations of different withdrawal scenarios.

Thu 13
Virtual Event Featured April 13 @ 12:00 pm - 1:00 pm EDT

How AI Can Be Used to Improve Investments

Virtual Event Virtual Event

There are things you wouldn’t want an AI doing for you, but managing your investments isn’t one of them. Direct indexing technology has a record of high performance and can be combined with human advice for maximum success. This webinar will address direct indexing technology and its advantages in indexing, personalization, and tax minimization.

Fri 14
Virtual Event Featured April 14 @ 11:00 am - 12:00 pm CDT

The Secrets of Closet Organization

Virtual Event Virtual Event

Maybe there are no skeletons in your closet, but are you still afraid to open it? When your closet becomes a mess, that disorganization can spill out and make your whole life more chaotic than it needs to be. This webinar will address deciding what to keep, creating accessible storage, and maintaining your items.

Tue 18
Virtual Event Featured April 18 @ 12:00 pm - 1:00 pm EDT

Managing Your Expenses and Debts

Virtual Event Virtual Event

No matter how much you make, expenses and debt payments eat away at your income. How can you reduce their influence and keep more of your money? This webinar will address minimizing expenses, understanding the types of debt, and knowing when debt is good or bad.

Wed 19
Virtual Event Featured April 19 @ 12:00 pm - 1:00 pm EDT

Financial Dos and Don’ts for Traveling Nurses and Medical Professionals

Virtual Event Virtual Event

If you’re a traveling nurse working temporary assignments, your life may be unpredictable. That doesn’t mean your finances have to be. This webinar will address negotiating placements, arranging lodgings, budgeting, and saving for retirement.

Thu 20
Virtual Event Featured April 20 @ 12:00 pm - 1:00 pm PDT

Financial Health for Women: Common Problems and Solutions

Virtual Event Virtual Event

Just like in every other field, women face unique challenges in finances. But that doesn’t mean financial success is out of reach. This webinar will address saving for retirement despite lower pay, investing for best returns, and managing debt.

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