Events
Access our Digital Library to view recordings of our previous webinars.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 21, 2022
1:00p - 3:00p
Zoom Webinar
August 25, 2022
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_sNL7RJtWSwyjhcrLjxEQzQ
Fortifying Your Retirement
Getting organized for the next journey in your life. Effort put in ahead of time will give you an opportunity to create the best chance of success.
July 27, 2022
2:00p - 3:00p
Brentwood Library
LPL Mid-Year Outlook 2022
What might be in store for investors for the rest of 2022.
July 27, 2022
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_x_wVoqcGRPO1FE8fLfkFsw
LPL Mid-Year Outlook 2022
What might be in store for investors for the rest of 2022.
June 22, 2022
2:00p - 3:00p
Brentwood Library
The Psychology of Investing
How keeping your perspective and emotions in check can help make you a better investor.
June 22, 2022
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_ODdcVc4ATiayVQ3VDwfFWA
The Psychology Of Investing
How keeping your perspective and emotions in check can help make you a better investor.
May 18, 2022
2:00p - 3:00p
Brentwood Library
Social Security Choices
How to develop a Social Security Claiming strategy and integrate it with your financial plan for retirement.
May 18, 2022
12:00p - 1:00p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_XUZsvVrzRr-Ob4bW2Wqm8Q
Social Security Choices
How to develop a Social Security Claiming strategy and integrate it with your financial plan for retirement.
April 27, 2022
2:00p - 3:00p
Brentwood Library
Tax Smart Retirement Income
How the sequence of withdraws from a portfolio can impact your taxes.
April 27, 2022
12:00p - 1:00p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_KOirzovUTT22yUg31vkCeQ
Tax Smart Retirement Income
How the sequence of withdraws from a portfolio can impact your taxes.
March 23, 2022
2:00p - 3:00p
Brentwood Library
The Changing Face Of Retirement
The retirement of today is different from prior generations.
March 23, 2022
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_MIA-GFCfSYuKh4zPBijNBA
The Changing Face of Retirement
The retirement of today is different from prior generations.
February 23, 2022
2:00p - 3:00p
Brentwood Library
When Health & Money Intersect
How our health and financial lives are connected.
February 23, 2022
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_PsgzSm7iTHCWKyPI_f4wIQ
When Health & Money Intersect
How our health and financial lives are connected.
January 26, 2022
2:00p - 3:00p
Brentwood Library
Outlook 2022: Passing the Baton
What might be in store for investors in 2022.
January 26, 2022
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_zKaAsjiRTAGt07zVtcgpRA
Outlook 2022: Passing the Baton
What might be in store for investors in 2022.
December 15, 2021
12:00p - 12:30p
Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_Coim68spQwmrMQ6fBSO6HQ
Megatrends
Own the future and the speed of change.
December 14, 2021
12:00p - 1:00p
Brentwood Library
Megatrends
Own the future and the speed of change.
November 17, 2021
12:00p - 12:30p
Online Registration: https://us02web.zoom.us/webinar/register/WN_9FgIfPwQQF2k3nzeACj3-g
The Times They Are A’ Changin’
How is today different from previous generations from an investing and planning perspective.
November 16, 2021
12:00p - 12:30p
Brentwood Library
The Times They Are A’ Changin’
How is today different from previous generations from an investing and planning perspective.
October 20, 2021
2:00p - 2:30p
The Brentwood Library
A Financial Planning Case Study
Problems addressed, how to plan for goals and potential problems.
October 20, 2021
12:00p - 12:30p
Online Registration: https://us02web.zoom.us/webinar/register/WN_yEwE7XujQP6ut51fY5WRMQ
A Financial Planning Case Study
Problems addressed, how to plan for goals and potential problems.
September 29, 2021
2:00p - 3:00p
The Brentwood Library
The Future is Now
How innovation can drive change.
September 29, 2021
12:00p - 12:30p
Online Registration: https://us02web.zoom.us/webinar/register/WN_qBra883AT1ebyYzifjidcA
The Future is Now
How innovation can drive change.
August 25, 2021
12:00p - 12:30p
Online Registration: https://us02web.zoom.us/webinar/register/WN_GtfX0sr2SnW-VBofj3M8Tw
Maintaining Perspective In Uncertain Times
How to stay focused on your goals and long-term plan during turmoil and uncertainty.
August 24, 2021
12:00p - 1:00p
Brentwood Library
Maintaining Perspective In Uncertain Times at the Brentwood Library
How to stay focused on your goals and long-term plan during turmoil and uncertainty.
July 28, 2021
12:00p - 12:30p
Online Registration: https://us02web.zoom.us/webinar/register/WN_DFaASSjIQ3GkYP4WwrROjg
Mid-Year Outlook 2021
What might be in store for investors the rest of 2021.
June 23, 2021
12:00p - 1:00p
Online Registration: https://us02web.zoom.us/webinar/register/WN__YNzBFh8QYmZTyal6BuFLw
Talking to Your Children
Six keys to building a solid financial future with your children.
May 19, 2021
12:00p - 1:00p
Online Registration: https://us02web.zoom.us/webinar/register/WN_GrDM1fOZTNqtkQxxQbEK2w
Retiree Healthcare
Understanding Medicare and Planning for Healthcare
April 21, 2021
12:00p - 1:00p
Online Registration: https://us02web.zoom.us/webinar/register/WN_Vav56TQnT9OcucYPkYhdOA
Financial Literacy
Key concepts of personal finance and investing to round out your financial education.
March 24, 2021
12:00p - 1:00p
Online Registration: https://us02web.zoom.us/webinar/register/WN__9F_iGjZSoCmupfalw6nqA
Protect Yourself From Yourself:
Why we make emotional investment decisions and how we can stop it.
February 24, 2021
12:00p - 1:00p
Online Registration: https://us02web.zoom.us/webinar/register/WN_hJA5tUa1Tua96SXVniTYOg
Keep Calm and Remain Diversified
A look at why staying disciplined in your investing approach, may help the long-term results.
October 28, 2020
12:00p - 1:00p
Online Webinar:
October 14, 2020
12:00p - 1:00p
Online Webinar