Big Lottery Win? What You Need to Know

Thursday, July 13th - Noon EST

There’s almost no chance of winning a huge lottery prize, but what happens if you do?

If you’ve ever fantasized about what to do if you win the lottery, we’ll walk you through the smart moves to take if this happens…how to claim a big prize, the taxes involved, and how to assemble a team to guide you.

Join Dan Galli, CFP® and Karen Van Voorhis® for this unique financial planning topic.

Register Now

Open Enrollment: How to Make Smart Benefit Choices

Thursday, September 14th - Noon EST

It’s that time of year again for most employer-sponsored benefit plans…Open Enrollment. Many employers offer worthwhile optional benefits and we’ll cover a few of the most common ones. Among other topics, we’ll guide you through the immediate and long-term financial considerations when comparing a high-deductible medical plan with an HSA versus a traditional medical plan with an FSA, group life insurance, disability insurance, and more. Join Dan Galli, CFP® and Karen Van Voorhis, CFP® as they explain the most common employee options.

Register Now

Bonds Aren’t Boring!

Thursday, November 9th - Noon EST

Bonds are becoming more attractive now that interest rates have increased. How do bonds work? What’s the difference between government bonds and corporate bonds? Where can you buy I bonds and US Treasuries? What are the risks with bonds?

This webinar will explore the unfamiliar world of bonds. You’ll learn all you need to know about these often-misunderstood investments.

Join Dan Galli, CFP® and Karen Van Voorhis, CFP® as they explore this valuable investment option.

Register Now

SECURE Act 2.0 and Other 2024 Planning Tips

Thursday, December 14th - Noon EST

Many SECURE Act 2.0 provisions will be effective in 2024 and we’ll be ready to share insights on how to maximize your opportunities.

Join Dan Galli, CFP®, and Karen Van Voorhis, CFP® as they share the latest financial planning opportunities based on new regulations.

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!