Webinars
Welcome to our library of financial webinars designed to empower you with valuable insights into a wide range of topics. Should any questions arise as you explore these on-demand resources, please don't hesitate to contact me.
Register for upcoming webinars on our Events page.
Social Security: Preparing for Retirement
Watch this replay to gain valuable insights for your retirement planning, including how Social Security benefits are calculated, claiming options for married couples and divorcees, and the potential tax implications of your benefits.
Washington Update & How the One Big Beautiful Bill Affects You
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.
College Admissions Playbook
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 Simplified
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.
Intentional Philanthropy: An Introduction to Charitable Giving
Explore strategies that maximize impact, align with your financial goals, and encourage meaningful family philanthropy.
Financial Literacy for the Next Generation
Wherever you stand in your financial journey, join us as we review the basics of accumulating, protecting, and distributing your finances.
Options for Long-Term Care Insurance
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.
5 Things You Should Know About Social Security
Learn why Social Security is a critical component of an effective retirement plan and how making the right decisions can drive your retirement success.
Medicare 101
Are you or a loved one approaching Medicare eligibility? Learn the A, B, C, and D of Medicare to make fully informed decisions.