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Webinar Series

Join us as we break down key financial topics to help you build, protect, and grow your wealth.

Your Guide to Smarter Financial Decisions

Financial Literacy

With Invesco U.S. Brian Levitt, Global Market Strategist


Understanding financial basics is crucial in securing your financial future, especially in today’s unpredictable economic climate.

Brian Levitt brings over 20 years of investment experience to educate you on the fundamentals of personal finance, ranging from accumulating, protecting, and distributing your wealth.

Protecting Your Data

Aware and Prepared with Zachary Lindsay, Senior DC Specialist with MFS Investment Management


Dependency on technology is only increasing and so are cybersecurity threats.

This is why it is more crucial than ever for you to stay informed and proactive in protecting your digital assets. Listen to what Sheridan Culhane has to say on ways to limit risk in your financial life. Hear Zachary Lindsay’s thoughts on the latest trends, best practices, and strategies to protect your digital assets.

Back to School: College Planning

With Capital Group | American Funds


With rising education costs, it is critical that you and your family are prepared when the time for college comes.

With over 20 years of experience, Kristia Adrian will provide insight on college planning and the challenges that come with it. Kristia will focus on the tax advantages, estate planning benefits, control and flexibility, and accessibility and affordability of 529 plans.

Medicare

With Daniel Cohen, Senior Business Consultant with John Hancock Investment Management


This webinar will focus on the ins and outs of Medicare. 

We will be joined by Daniel Cohen of John Hancock Investments to discuss what to know before filing and what to know once you are enrolled in Medicare. Daniel has been presenting on Medicare for many years, and he will be covering the different components of Medicare as well as the costs associated with the program, including IRMAA and working past age 65.

Post Election Market Update

Jordan Jackson, Executive Director, Global Market Strategist


Join us in discussing the results of the 2024 Presidential Election.

In this webinar, we will focus on how the results of the election affect the U.S. political and economic landscape, as well as the individual consumer.

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