Videos and Webinars

AP_Caring for Family Webinar_v1_04-20-22

caring for family members

Most people would agree that elder caregiving is challenging, stress-inducing, and complex. This webinar will address the personal, medical, legal and financial matters, that are all wrapped up in the lives of our elderly loved ones.

Watch Caring for Family Members Webinar
AP_Secure Act Webinar_v1_04-20-22

5 Things You Need to Know About the SECURE Act

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” 

Watch SECURE Act Webinar
AP_Cybersecurity Webinar_v1_04-20-22

cybersecurity: 10 Threats Every Person and Business Faces

Learn about the tools available to keep your business and family safe from identity theft, and ransomware threats. 

Watch Cybersecurity Webinar
AP_Legacy Planning Webinar_v1_04-20-22

legacy planning webinar

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way!

Watch Legacy Planning Webinar
AP_Medicare Basics Webinar_v1_04-20-22

30 minutes on medicare basics

Medicare is more complicated than most people think. Learn more about ten of the most common questions that come up on Medicare and how to get some answers moving forward!

Watch Medicare Webinar
AP_College Admissions Webinar_v1_04-20-22

college admissions: How to estimate costs and maximize financial aid

Parents may assume they earn too much to qualify for financial aid. However, there are several strategies that even wealthy families can employ to cut expenses. Here are seven steps for estimating costs and maximizing financial aid. 

Watch College Admissions Webinar
AP_Social Security Planning Webinar_v1_04-20-22

Savvy Social Security Planning: 

What Baby Boomers Need to Know About Their Retirement Income

Watch Social Security Webinar
AP_How to Hack-Proof Webinar_v1_04-20-22

how to hack-proof your cellphone webinar

Our cell phones have gone from devices that could only make calls to essentially mini-computers that we can fit in our pockets. They hold nearly all of our personal information and often our work data as well. They are a goldmine for hackers, and it's incredibly important that we protect these devices correctly. 

Watch How to Hack-Proof Your Cellphone Webinar
AP_Retirement Tax Planning Webinar_v1_04-20-22

Tax Planning Through Retirement webinar

People often pay more in taxes than expected because a confusing system treats various income types differently and contains hidden taxes and penalties.

Watch Tax Planning Webinar