Join Us for a Webinar Series

Investing Series

Investments, retirement, money – it can all be overwhelming and confusing. These webinars are workshops designed to take investing concepts and make them easy to understand. If you are just starting out and want to learn about investing, want to start saving for retirement or are ready to retire, these workshops can help you by providing the information you need.

Worksheets for Investing Series

INVESTING BASICS
This webinar is great for those just starting out or for those in need of a refresher. It touches on why you should invest, types of investments, asset allocation, credit, retirement, investment terms and how to choose a Wealth Advisor.

WOMEN AND MONEY
A fun and empowering workshop on investing for women. Topics include: Retirement Planning, Estate Planning, Insurance, Asset Allocation, College Education Planning, the difference with men and women and money and much more!

Family Series

When it comes to your family, being prepared financially is extremely important. That is why we have designed the workshops in this series to prepare you for situations that may arise such as caring for your aging parents or coping with the loss of a loved one, in addition to preparing your children for their future and teaching them the valuable concepts of money.

KIDS AND CASH
Join us to learn why it is so important to teach kids about money, how you can teach them, as well as tips on allowance, college savings, goal setting and action items

Life Transition Series

Throughout our lives, our financial situation is going to change. Whether it be because of a divorce, transitioning to retirement or collecting social security, we want you to be prepared financially.

MONEY MATTERS OF DIVORCE
Learn the tools to help cope with the financial aspects of divorce. Attendees will learn about the four things you need to financially survive a divorce.

PLANNING FOR SOCIAL SECURITY
Social Security can be overwhelming. Learn how to find out if you qualify, how much you qualify for, benefits and how earnings effect your benefit.

RETIREMENT PLANNING – THE BASICS
Retirement may seem far off, but it is never too early to start planning. This webinar goes over how to estimate your retirement income needs, saving, IRA’s, 401(k)’s, Annuities and more.

THE TRANSITION INTO RETIREMENT
Make sure to watch this webinar as you near retirement. It will cover finding out if you are ready to retire, how much income you will need, asset allocation, withdrawals, investment considerations and health-care considerations.