Webinars

We are all likely to face long-term care needs as we age and the costs can be significant. How can those expenses be covered well into our 80s and beyond without creating a financial burden on family members? Join us for a thoughtful and informative discussion on how long-term care insurance can help provide a practical solution to this growing challenge. We’ll also explore why beginning to plan as early as your 40s can offer greater flexibility and peace of mind.

Explore the key financial moves to make at every stage of life. From building a strong foundation in your 20s to confidently navigating retirement in your 60s and beyond, this session provides a clear, decade-by-decade roadmap to help you make smarter money decisions and build lasting wealth.

Give your children the tools to make smart money choices for life. This webinar guides parents on teaching budgeting, saving, spending wisely, and building financial confidence from childhood through young adulthood.

We will help you uncover the risks that quietly threaten even the most thoughtful financial plans. We will explore some unforeseen issues that can put hard earned wealth at risk. Learn to recognize them and understand what practical steps you can take now to strengthen your foundation and preserve the legacy you are building.

In this session, we’ll break down the everyday decisions that influence how much you owe in taxes—from how you save through your paycheck to navigating job transitions, equity awards, charitable gifts, and family changes. We’ll also preview key tax updates expected in 2026 so you can plan ahead.

Life’s twists and turns can impact your finances in unexpected ways. This webinar prepares women with practical strategies to stabilize and reset your finances through major life changes from career shifts and caregiving to divorce, loss, and other disruptions.

This session simplifies the complex world of buying, selling, and renting a home. We’ll cover credit and affordability, down payments and closing costs, the mortgage and inspection process, how interest rates shape the market, and when renting may make more sense than buying—all with guidance on how to work effectively with a real estate agent.

As our bodies change, our wellness routines should change with them. Join PJ from Fitness with PJ, a personal trainer experienced in working with women over 40, as she shares practical strategies to become stronger, increase mobility, and feel confident at every age.

Explore the key financial moves to make at every stage of life. From building a strong foundation in your 20s to confidently navigating retirement in your 60s and beyond, this session provides a clear, decade-by-decade roadmap to help you make smarter money decisions and build lasting wealth.

We will provide clear guidance for creating a supported and vibrant life as you grow older. You will learn the key focus areas that shape quality of life and the practical steps that help you plan well for yourself or for the people you love. This session highlights the decisions that bring confidence, ease and dignity into every chapter of aging.

Women face unique financial challenges—but also possess powerful strengths when it comes to planning, prioritizing, and investing for the long term. This session is designed to help women build confidence with money by understanding their values, setting clear goals, and developing strong financial habits.

We’ll walk through the core components of financial wellness: budgeting with intention, saving consistently, investing wisely, preparing for retirement, and protecting your financial life through insurance and estate planning.

We’ll also explore the emotional side of money, the common barriers many women encounter, and how to navigate them with clarity and confidence. This is a supportive, judgment-free session created to help women strengthen their financial foundation and build long-term security.

Your investment portfolio doesn’t have to be confusing! Learn what to focus on, what to watch out for, and how to identify potential smart adjustments to help you stay on track for your retirement goals.

Join us for a practical walkthrough of the major insurance policies that play key roles in your financial life. We’ll break down how auto, home, renter’s, umbrella, life, and disability insurance work, what they actually cover, and how to determine the right levels of protection for your situation.

Attendees will leave with a clearer understanding of how to safeguard their income, assets, and family from life’s unexpected events.

This webinar offers a framework for guiding your older children into confident financial adulthood. Learn how to communicate expectations, share family values and equip them with the tools they need to make wise decisions as they step into independence.

This session covers the core building blocks of a strong financial plan—from budgeting and emergency savings to retirement strategies, insurance, and estate planning. You’ll also see real-world case studies that tie these concepts together and help you set clear goals for both the short and long term.

Juggling the financial responsibilities of raising children and caring for aging parents can feel overwhelming. This webinar provides practical strategies, budgeting tips, and planning tools to help women in the sandwich generation manage expenses, reduce stress, and protect their financial future.

From health insurance and wellness programs to HSAs, FSAs, 401(k)s and other employee benefits — this month’s webinar helps you and your family cut through the complexity and learn how to best navigate your Total Rewards Programs.

Discover how smart technology and trusted partners can make it easier to understand, engage, and utilize your benefits to their maximum potential.

How to manage your company in a way that strengthens your personal financial life rather than competing with it. You will learn how to connect your business strategy, income planning and eventual succession plan with the goals in your personal estate plan. This session highlights what to track, where to focus and how to ensure your personal wealth grows alongside the business you are building.

As we approach retirement, it is more important than ever to understand the impact that Medicare has on both our health care and retirement income. Use this seminar to help consider your Medicare options and make the best decision for your situation.

Late-career changes can be challenging – and empowering! Learn from a career coach and women who’ve successfully made the leap and get inspired to take your next career step with confidence.

This month, we’re focusing on the legal tools that keep your family prepared and protected. We’ll cover the core pieces of an estate plan—wills, living trusts, medical and financial powers of attorney, advance directives, and plans designed specifically to protect children—so you know exactly what you need and why it matters.

Learn the different financial tendencies that shape how people think, decide and communicate about money. Learn how to recognize these patterns in yourself and in the people you care about so conversations become easier and more effective.

We’ll recap the major market movements of 2026, uncover which sectors and asset classes look over or undervalued, and explore the economic and investment trends gaining momentum. You’ll leave with a clearer understanding of how to prepare and protect your financial plan in 2027.