Recorded Webinars

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.

Money Talks: How To Unlock A Positive Money Mindset

Are you ready to transform your relationship with money and unlock the secrets to lasting wealth and happiness? Watch the recorded webinar inspired by Ken Honda's bestselling book, 'Happy Money,' to delve into the principles of how your mindset and emotions around money impact your financial well-being.

AI and the Markets: Making Sense of it All for Investors

Investing

With developments in artificial intelligence (AI) advancing by leaps and bounds, many investors wonder how AI influences the markets. In this presentation, Jake DeKinder, Head of Client Communications at Dimensional, discussed how AI may benefit investors and businesses over time and how portfolio managers consider the use of AI and its effects and impacts on the stock and bond markets.

What’s Your Retirement Mentality?

Retirement

The traditional concept of retirement is often associated with an abrupt departure from the working world and can lead to an unfulfilling life. A more rewarding and fulfilling approach to retirement goes beyond mere relaxation and leisure. This webinar will provide practical exercises to help attendees reflect upon what they value most in life and devise their own unique, fulfilling retirement plan. This webinar aims to empower attendees to rethink their retirement, focusing on overall life quality rather than just financial stability.

The New FAFSA and Changes to the College Planning Process

Education

In this recorded webinar, Heidi King from College Inside Track, explained the current college admission, application, and acceptance landscape. Learn about changes coming to the 2024-25 FAFSA form which will be available in December 2023, as well as current admission costs and trends, financial aid changes and how this impacts many middle- and upper-income families, and how to develop a family strategy to pay for college.

Maximizing Year-End Gifts To Charity

Philanthropy

As the year-end and the season of gratitude and generosity draw near, you may be considering making gifts to charity. Watch this recording to learn how to optimize your charitable giving and potentially reduce your tax burden for 2023. Explore key topics such as gifting cash versus appreciated securities, the advantages of Qualified Charitable Distributions (QCDs), and the benefits of donor-advised funds.

Caring For Aging Loved Ones

Elder Care

This webinar provides comprehensive information to help you understand and navigate the challenges of geriatric care. Watch this recording to gain valuable insights and tools to help you make informed decisions and provide the best possible care for your aging family members.