Your 2021 Calendar of Educational Webinars

Register Now!


Thursday, December 9, 2021 - Noon EST

Digital Estate Planning

What’s your plan? What information have you shared with your family? Where are your passwords stored? Who has access to your accounts? 

Dan Galli, CFP® and Karen Van Voorhis, CFP® will explore the steps you should take to be sure the “right” people know your plan. They will be joined by guests who will provide insight into developing, organizing and protecting all that matters to you and your family.

Register Now

Not sure of your schedule or think you might have to miss a webinar on a topic you’re interested in?

Register anyway, and we’ll send you a reminder close to the date and a link to the recording afterwards!