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
Estate Planning 101: Navigating Life's Milestones in Estate Planning
With Michael Salazar, Account Executive II
Trust & Will
Estate planning isn't just about preparing for the unexpected-it's about protecting the people and things that matter most.
In this webinar, we'll walk through the basics of what estate planning is, why it's important for every adult, and how it helps ensure your wishes are followed. You'll learn the difference between a will and a trust, and how to know which one is right for you. We'll also cover the essential documents you should have in place-like powers of attorney and living wills-and how to handle digital assets like online accounts. Most importantly, we'll show you how to create a complimentary estate plan through The Legacy Group. Whether you're starting from scratch or updating an existing plan, this session will help you take confident, informed steps forward.
Financial Wellness: Principles for Long-Term Investing
With Doug Orton, Senior Business Development Strategist
MFS Investment Management
In today's world of financial noise and market uncertainty, how do you stay focused on your goals?
Let's explore the 10 key principles of long-term investing-from understanding market volatility to managing emotional decisions and the power of compounding. Whether you're just getting started or looking to refine your strategy, you'll walk away with practical insights to help you invest with confidence.
The First 100 Days: From Polls to Policy
With Meera Pandit, Executive Director, Global Market Strategist
J.P. Morgan Asset Management
The first 100 days of any presidency can bring uncertainty—and the financial markets are already feeling the impact.
How will new policies affect your investments, taxes, and the economy? Will the shifts in trade and budget policies create opportunities or risks?
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.
