Webinar Library
Our webinars are designed to help you
Achieve your financial goals and secure your future.
The Legacy Group hosts webinar series designed to educate and empower you with invaluable insights and actionable strategies to help you achieve your financial goals and secure your future. Each webinar explores a unique and timely topic with an industry expert.
June 2024
Market Update
With State Street Global Advisors Michael Arone, Chief Investment Strategist and Managing Director
Michael Arone joined us for a market update at the halfway mark of 2024.
Michael has over 20 years of experience as an investment professional and is a frequent speaker of the industry. He provides a comprehensive overview of the economic landscape we have experienced so far in 2024 and what to expect for the remainder of the year.
July 2024
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.
August 2024
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.
June 2024
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.
July 2024
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.
June 2024
Post Election Market Update
With JP Morgan Asset Management
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.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors.. Before investing in any state’s 529 plan, investors should consult a tax advisor. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.
it is always our priority to
Guide, educate, and advocate for your financial wellbeing.
Please feel free to share these webinars with anyone who might find these learning experiences beneficial.
Please reach out with any questions you have regarding these events and/or any questions you have for our presenters.
Email Lauren Novak at lnovak@thelegacygroupinc.com if you have a topic you would like to learn more about.
