New topics for the first 6 months of 2022

 

Thursday, February 10th - Noon EST 

Saving for College

Misinformation about saving for college abounds. Should I save in my own name, or in Grandma and Grandpa’s name, or in my kid’s name? Does saving for college really reduce my chances of getting financial aid? Why are there so many 529 plans, and which one should I choose? Is a Roth IRA a better idea? Come learn about how best to save for college, and common misconceptions. 

Karen Van Voorhis, CFP® and Dan Galli, CFP® will host/present this webinar.

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Thursday, March 10th - Noon EST

Legislative Update

Come join us for an update about current or pending federal legislation relating to taxes, retirement planning, and financial planning in general.

Dan Galli, CFP® and Karen Van Voorhis, CFP® will host/present this webinar.

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Thursday, April 14th - Noon EST

Everplans: Organizing Your Financial Household

Organizing a household is more complicated than ever. Fortunately, there are online tools that can help. Join us to learn about Everplans, a web-based organizational resource that provides tons of tips, checklists, and a place to keep all your important documents and information. 

Dan Galli, CFP®, Karen Van Voorhis, CFP® and a representative from Everplans will host/present this webinar.

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Thursday, May 12th - Noon EST 

Legal and Financial Considerations for Aging at Home

More and more of us are aging in our own homes. Come learn more about the cost of care, resources to pay for it, and prudent legal steps to take. We will be joined by Alexis Levitt, an estate planning attorney who focuses on legal and financial resources for elderly clients and their families. 

Alexis Levitt, Esq, Dan Galli, CFP® and Karen Van Voorhis, CFP® will host/present this webinar.

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Thursday, June 9th - Noon EST

Understanding Your Property & Casualty Insurance Coverage

Most of us put a homeowners policy in place, don’t think twice about it, and hope that nothing ever happens that we have to deal with it. However, insuring your home and the objects within it is a prudent way to protect your assets. Come learn the basics of property and casualty insurance and the common mistakes that homeowners make.

Dan Galli, CFP®, Karen Van Voorhis, CFP® and a guest will host/present this webinar.

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!