Thursday, August 7th - Noon EST
Why a Financial Planner Should Be the Center of Your Financial World
In recent decades, financial planners have increasingly become the hub of a family’s financial life. Learn how the field of financial planning has evolved over the years, and understand how we differ from – and coordinate with – investment managers, bankers, accountants and other support professionals.
Join Dan Galli, CFP® and Karen Van Voorhis, CFP®, as they discuss financial planners, the field of financial planning, and how working with a financial planner can bring value to you and your family.
Thursday, October 9th - Noon EST
Paying for College: Financial Complexities and Other Considerations for Families
College is expensive, and financial aid can be confusing. Should you be saving, borrowing or thinking about less expensive educational options? We’ll explore how to bes manage your family’s financial situation given your child’s potential college profile, and learn mo e about what options are available to you.
Join Dan Galli, CFP®, Karen Van Voorhis, CFP®, and college planning expert Todd Weaver, President, Strategies for College, as they discuss the complexities of affording college, and outline strategies that families can use.
Thursday, December 11th - Noon EST
Cool and Important Stuff to Know for Year's End
Join Dan Galli, CFP® and Karen Van Voorhis, CFP®, as they review what’s happened in 2025, outline potential year-end activities and strategies, and discuss upcoming changes for 2026.
