Videos and Webinars

Webinar Page - Caring for Family Members as they age

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.

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SECURE Act webin

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?” 

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Cybersecurity We

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. 

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Six Step to Lega

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!

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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!

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College Planning

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. 

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Savvy Social Security Planning: 

What Baby Boomers Need to Know About Their Retirement Income

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How to Hackproof

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
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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