Webinar Replays

Learn how new policies from Washington could impact your financial plans. We’ll highlight key tax changes from the One Big Beautiful Bill (OBBB) and discuss how shifting politics and regulations might influence markets in the months ahead.

Change is inevitable — and few could have predicted the speed and intensity of the shifts we’ve seen since January. In today’s complex and interconnected world, anticipating change is no longer enough. It’s about seeing the bigger picture amid the noise. Join economist Allison Boxer from PIMCO as she breaks down the evolving economy, shifting labor market, and the impact of trade policy and the “big, beautiful bill.”

Getting into college has never been more competitive — or more confusing. In this information-packed webinar, Nancy walks you through what to know about today’s admissions landscape and how to help students stand out in all the right ways.

No matter the age of your child or grandchild, this is your playbook for navigating the college admissions process with less stress and better results.

Estate planning isn’t just about legal documents — it’s about creating a smooth transition for your loved ones. Join estate planning attorney Scott Keifer on simple steps you can take now to protect your family and help them avoid unnecessary stress, legal battles, and costly fees if the unexpected happens.

Join us as we explore key insights from Lawrence Gillum from LPL Research, balancing cautious optimism with strategic opportunities in the year ahead. Discover how evolving trends in technology, fiscal policy, and market dynamics could shape the investment landscape for 2025.

Explore charitable giving strategies that maximize impact,
align with your financial goals, and encourage meaningful family philanthropy.

Grace Bumpus, CFP® of Putnam Investments covers 5 things you should know about social security.

Are you nearing Medicare eligibility? Familiarize yourself with the ins and outs of Medicare Parts A, B, C, and D to make well-informed choices.

Wherever you stand in your financial journey, join us as we review the basics of accumulating, protecting, and distributing your finances.

Estate planning attorney Scott Keifer presents a straightforward approach to planning for yourself and your loved ones.

Have you considered your long-term care plan? Learn more about your insurance options, reduce family stress, and ensure care for yourself today and in the future.

Learn how to age-proof your most valuable asset.